Accountants and bookkeepers have full access to managing their clients, including adding and removing clients. You can remove a client from your practice yourself in the Accountant Portal. Removing a client takes them off your practice. The client keeps their Link My Books account and all their data, nothing is deleted.
This article is for accountant/bookkeeper users only.
Who can remove a client
Only practice owners and practice admins can remove a client. Other team members will see the button greyed out with the message “Only practice owners and admins can remove a client.” If you can’t see the option, check your role in the practice first.
How to remove a client
Go to the Accountant Portal, then Clients, and open the client.
Go to Settings, then Danger Zone, then click Remove [client name]…
Type the client’s name exactly as shown. If the client has no name, type REMOVE instead.
If your practice owns one of the client’s accounts, choose who takes it over. You can only pick people already on that account as the client or an admin. If there’s only one, they’re selected for you.
Confirm. The client disappears from your client list straight away.
What happens when you remove a client
Everyone at your practice loses access to the client, including your colleagues, not only the person who clicked Remove.
If the client already owns the account, nothing else changes and no email is sent.
If your practice owned the account, the person you chose becomes the owner and billing moves to them. They get a free trial if they’ve never had one. Otherwise they’ll need to choose a plan. Both the previous and the new owner get an email about the change.
The removal applies to all of the client’s accounts at once, or to none of them.
The removal is recorded in the account’s Activity Log with the name of the practice user who did it.
“Can’t remove this client yet”
You’ll see this message if your practice owns one of the client’s accounts and nobody else is on it to take over. To fix it:
Invite the client to the account and ask them to accept the invite.
Once they’ve joined, try Remove again and choose the client as the new owner.
Handing an account back to the client
If you only want to stop billing a client through your practice and let them run their own subscription, you can transfer ownership of that one account instead:
Go to Channels and select the client account.
Click View Dashboard, then Settings, then Account Settings, then Transfer Ownership.
Confirm with the code we email you. The client then gets an invite.
Only that one account moves. Your login and your other clients are not affected.
Good to know
Removing a client does not delete their books or data. If a client wants their data permanently deleted, contact our support team.
Transferring a client to another practice is not available yet.
Still stuck?
Contact our support team at [email protected] if:
you see an error other than the messages above,
the client still appears in your client list after you’ve removed them, or
the Danger Zone says “Couldn’t check whether this client can be removed” and reloading the page doesn’t help.
For more information on managing your client list, including adding or downloading your client list, please refer to the below help articles;