1. Welcome!

Getting started

Who is Kick for?

Onboarding and Setup

FAQs

Getting started (v1)

Extra page templates

Setup your account

You’re in good hands, and on your way to getting your book handled on autopilot.

1. Have you added all of your accounts to Kick?

By adding all of your accounts (business and personal), you’ll get a complete financial picture. That means more tax savings, reliable reports, and peace of mind. Add accounts on the Accounts tab of your Kick dashboard.

2. Categorization and Reports

Within 24 hours of connecting your accounts, you’ll get your P&L for last month and the current month. Your year-to-date categorization will be complete in 1 week (and usually much sooner). Get your reports in real-time on your Reports tab.

3. Handle an action item

Kick helps you stay on top of IRS guidelines through Action items. These appear to the right of transactions in your Activity tab. Click on an Action notification, complete the highlighted section, and your write-off is locked in!

4. Built to grow with you

Kick gives you your first 5k in Savings Credits for FREE. You can track your usage in your Billing tab and we’ll notify you when you run out. Until then, explore the product, view your reports, and kick the tires to make sure everything’s on track.

2. Personalization