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Adding existing FreeAgent users to your practice dashboard

If you start working with a client who is already using FreeAgent - either as a direct FreeAgent subscriber or as a client of another accountancy practice - you will need to add their account to your practice dashboard. Here are some guidelines to help you do that.

Clients who are currently direct FreeAgent subscribers

You can work with a client who is currently a direct FreeAgent subscriber by either linking their account to your practice dashboard or fully transferring their license to your practice.

If you link a client’s account to your practice dashboard, you will gain access to the client’s account but the client will continue to be able to control the level of access they have to FreeAgent.

If you transfer the client’s account, you will gain access to their account and you will be able to control the level of access that the client has to FreeAgent.

In both scenarios the client will remain the owner of the account and will ultimately retain ownership of their data in FreeAgent.

You and your client should discuss which option is most appropriate before you get in touch with FreeAgent to request either the link to your dashboard or a full license transfer.

How to link a FreeAgent subscriber’s account to your practice dashboard

To link a client’s account to your practice dashboard, you should email practicesupport@freeagent.com and copy in the client. The email must be sent from the email address of a registered account manager of your practice’s FreeAgent account. The email address you use for the client must be the account owner’s registered email address in FreeAgent.

In your email please make it clear that you wish to link the client’s account to your practice dashboard, and include the client’s FreeAgent URL (i.e. the web address they use to access their FreeAgent account) in your message.

Your client should then select ‘reply all’ and write a return email to confirm that they are happy for their account to be linked to your practice dashboard. We also require your client to generate a support code in their FreeAgent account and include this in their return email - a support code can be found by hovering over the name in the top right of the account and select Settings > Support Access.

Once the emails from your practice and your client have been received, FreeAgent’s practice support team will email you and the client to confirm that the link has been created. You will then be able to see your client’s FreeAgent account on your practice dashboard and access their accounts.

How to transfer a FreeAgent subscriber’s license to your practice

To transfer a client’s FreeAgent license to your practice, you should email practicesupport@freeagent.com and copy in the client. The email must be sent from the email address of a registered account manager of your practice’s FreeAgent account. The email address you use for the client must be the account owner’s registered email address in FreeAgent.

In your email please make it clear that you wish to transfer the client’s license to your practice, and include the client’s FreeAgent URL (i.e. the web address they use to access their FreeAgent account) in your message.

Your client should then select ‘reply all’ and write a return email to confirm that they are happy for their account to be linked to your practice dashboard. We also require your client to generate a support code in their FreeAgent account and include this in their return email - a support code can be found by hovering over the name in the top right of the account and select Settings > Support Access.

Once the emails from your practice and the client have been received, FreeAgent’s practice support team will email you and the client to confirm that the transfer has taken place. You will then be able to see your client’s FreeAgent account on your practice dashboard, access their accounts and control the level of access the client has to FreeAgent.

Clients who are currently using FreeAgent through another accountancy practice

If your client has been using FreeAgent through another accountancy practice and wishes to transfer their licence to your practice, your client should connect with their existing accountant and request that their account be removed from the dashboard.

Once your client has received an email confirmation that their account has been removed they will have a two week grace period, our support team then can arrange the transfer. Follow the steps in the above section “How to Transfer a FreeAgent subscriber's license to your practice” to complete the transfer.

 

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