Accountants and bookkeepers have full access to managing their clients, including adding and removing new clients. You can do this from the Link My Books accountant dashboard. This article is for accountant/bookkeeper users only.
Head over to your accountant dashboard by clicking the Link My Books logo in the top left.
Then click the 3 dots to the right of the client and remove the client from your dashboard.
The client will then be notified and have 14 days to accept ownership before the account is purged.
✅ Removed a client by accident? You can usually undo it
If you removed a client within the last 14 days and the account has not yet been purged, you don't need to add the client back from scratch. Please contact our support team via the blue chat icon with the client's account name (and the name of the sales channel if you know it), and we can restore it directly from your audit history straight back into your dashboard.
After 14 days the account is fully purged and a new setup is required.
For more information on managing your client list, including adding or downloading your client list, please refer to the below help articles;
If you have any questions about this article or feedback on how we could make it better please reach out to the support team via the blue chat icon on the bottom right of the page or via email to [email protected].