Detach a client
If you no longer wish to continue managing the bookkeeping data of a client you can Detach the client from your IRIS KashFlow Connect account. There are a few things that you would need to be aware of prior to detaching your client.
Outstanding Licence
If you have applied a paid license with time remaining and you wish to transfer to another client, contact our billing team before you detach the client.
You will need to send an email to accounts@kashflow.com to request this.
Remove all details relating to your Accountancy Firm
If you have any 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 support@kashflow.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.
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Go to Clients and select the client from the list.
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Select Client Access Settings.
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If the client was never given access to the data before, select the toggle switch (highlighted below).
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Enter the email address of the client on this screen and select Send Activation Email. The client will then receive an email so they can set up their own access to the IRIS KashFlow account
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Check in tabs Reports and Settings to make sure all access areas have been ticked.
Detaching the Client
Once you are happy to do so, detach the client:
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Go to Clients and select the client from the list.
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Select the Actions (3 Dots) menu > Detach.
