Please note: If your client has a FreeAgent account through NatWest, Royal Bank of Scotland, Ulster Bank NI or Mettle, please use the TRANSFER process rather than LINKING

Subject: Link to dashboard - [PRACTICE NAME/CLIENT’S BUSINESS NAME]

Hi FreeAgent support team,

Please can you arrange to link the following FreeAgent account to my dashboard:  [CLIENT’S FREEAGENT WEBSITE URL] 

To my client cc’d in this email, please complete the process below: 

1. Generate a Support Access code - once you’ve logged into FreeAgent, scroll to the bottom of the account and click on ‘Support Access’ if the option is available. Alternatively select your business name at the top right, choose ‘Settings’ from the dropdown and then ‘Support Access’ in the top section. This link will take you directly to the support access page in your FreeAgent account: https://login.freeagent.com/settings/support_access

2. Ensure that the box is checked for 'Support Access' - this will automatically generate a new support code. 

3. Respond to this email using ‘Reply All’ , quoting the support code and confirming you are happy for the account to be linked.

I understand that once my client has responded with the details above, the link can be completed.

Thanks,
[ACCOUNTANT NAME, PRACTICE NAME]