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.
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].