If you no longer wish to continue managing the Bookkeeping data of a client you can “Detach” the client from your KashFlow Connect account. There are a few things that you would need to be aware of prior to detaching your client.
If you have applied a paid license to this account and there is still time remaining on this and you wish to apply it to another client data, you will need to contact our billing team before you can detach that client. You will need to send an email to firstname.lastname@example.org to request this.
Remove all details relating to your Accountancy Firm
If you have any Accountancy details entered within the client’s bookkeeping data, such as address or card payment details then you will need to remove these before detaching the client. If the client’s data is registered under an email address for the accountancy firm then you will need to change this by logging into the client’s data and go to My Account. If you need to change the username of the account you will need to email the support team at email@example.com.
Allow access to all settings and reports
During your time managing this account for your client, you may have set certain restrictions on the account so that they had no access to view certain areas or certain reports. Before detaching your client, you will need to relinquish this access back to the client so that they will gain full access to all areas.
You can do this by logging into the KashFlow Connect and go to Clients> Select the Client from the list> Client Access Settings.
If the client has not had access to the data before, you would need to change the below indicator to “Yes” and enter the email address of the client on this screen and they will then be invited to view the data.
You will then need to ensure that all access areas have been ticked under the “Reports” and “Settings” areas:
Detaching the Client
Once you are happy to do so, you can detach the client by going to Clients> Select the client> Click on the three dots> Detach.