What’s next?

Getting Started

Onboarding and Setup

FAQs

What happens after sign-up?

Getting started with Kick is easy and intuitive. Here’s what to expect:

Step	Description
1. Connect your accounts	You can connect any personal and business accounts you have- Kick organizes everything so you see the full picture, at-a-glance.
2. Kick categorizes your transactions	We use AI and human experts to categorize and identify your tax deductions. We’ll also help you stay on top of IRS compliance rules.
3. Get your reports within 24 hours	You can view, download, and share real-time reports whenever you need them. Within 24 hours of connecting your accounts, you’ll see a P&L of activity starting with last month.
4. Financial insights	Kick sends you monthly insights with key data about your business. That way, you always know where your business stands and can make informed decisions.
5. Tax time	When it’s time to file, easily share your reports with your CPA to complete your filing.

As a Kick user, you can:

✓ Connect unlimited accounts

✓ Request catch-up bookkeeping

✓ Add additional members to your account

✓ Bookkeep for unlimited business entities

✓ Match your receipts to transactions via email or text

✓ Share your reports with your CPA at any time

✓ Talk to expert support

We keep things really simple. Just add your business info, connect all your financial accounts, and we’ll take care of the rest!

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