Accountants and bookkeepers have full access to managing their clients, including adding and removing clients. You can do this from the Link My Books accountant dashboard. This article is for accountant/bookkeeper users only.
In our new Accountant Portal, you can now head to the client's page. There are three separate actions here;
Move the client to a different accountant: go to Settings, then Danger Zone, then Transfer to another practice. The receiving accountant has 7 days to accept.
Remove the client entirely: go to Settings, then Danger Zone, then Remove client permanently. You'll be asked to type the client's name to confirm before anything happens. Once confirmed, this deletes the client's file along with all its settlement history, reports and connections straight away, and cannot be undone.
Hand the account back to the client: go to Channels, select the relevant client account, View Dashboard, Settings, then Account Settings, then Transfer Ownership. The client gets an invite once you confirm an emailed code. Only that one account moves, your login and any other clients you manage are not affected.
Remove client permanently is not the same as handing an account back to a client
It's easy to confuse these two. Remove client permanently deletes everything immediately with no grace period and our support team cannot restore it afterwards. If your goal is simply to stop billing a client through your Portal and let them run their own subscription, use Transfer Ownership instead.
⚠️ Getting an error code when you try to remove a client or sales channel?
Some removals cannot be completed from the dashboard and will return a short error code (a mix of letters and numbers). If this happens then please contact our support team or email [email protected] with the client account name, the sales channel name(s) you want removed, and the error code shown on screen. We can then remove the clients channel from your account and notify the client they have 14 days to accept ownership if they'd like to continue with Link My Books under their ownership.
For more information on managing your client list, including adding or downloading your client list, please refer to the below help articles;