Use FreeAgent with your accountant
This article explains how to use FreeAgent with your accountant or bookkeeper.
If you work with an accountant who is a FreeAgent partner, they can transfer your account to their Practice Dashboard, which is a tool that allows FreeAgent partner accountants to view and manage their clients’ FreeAgent accounts.
By transferring your FreeAgent account to their Practice Dashboard, they will gain full access to your account and they will be responsible for managing your FreeAgent subscription if you have one.
If you’d like your account to be transferred to their dashboard, please contact your accountant and provide them with the email address that you use to log in to your FreeAgent account, along with your FreeAgent subdomain so that they can initiate the transfer. You’ll then receive an email asking you to log in to your FreeAgent account and confirm the transfer.
If your accountant isn’t a FreeAgent partner, you can add them as a user to your account instead.
Please note:
-
Only the FreeAgent account owner can confirm the transfer of a FreeAgent account to a Practice Dashboard.
- If your FreeAgent account is already on a Practice Dashboard and you start working with a different FreeAgent partner accountant, you’ll need to request your account to be removed from the initial dashboard before it can be transferred to a different one.
- There are some tasks that only your accountant will be able to perform in FreeAgent if your account is transferred to their Practice Dashboard.
An overview of the functionality for accounts transferred to a dashboard
When your account has been transferred to your accountant’s Practice Dashboard, there are some tasks in FreeAgent that only your accountant will be able to perform.
| Functionality | Can be performed by the account owner? |
| Removing your account from an accountant’s dashboard | No - please contact your accountant to request your account to be removed from their dashboard |
| Manage your access level | No - please contact your accountant if you need your access level changed |
| Edit your details | Yes |
| Reset your data | Yes - if you have full (level 8) access |
| Delete your account | Yes - if you have full (level 8) access |
| Export your account data | Yes - if you have full (level 8) access |
| Use the blue Help button | No |
| File Final Accounts and Corporation Tax returns | No - limited company directors can only approve and sign the accounts |
| Unlock Final Accounts and Corporation Tax returns | No |
| File Self Assessment tax returns | Yes - if your accountant has enabled this service |
| File VAT returns | Yes - if you have full (level 8) access and your FreeAgent account is connected to your HMRC business tax account |
| File payroll | Yes - if you have full (level 8) access and you have enabled PAYE as a service in your HMRC business tax account |
| Activate Smart Capture Unlimited | Yes - if your accountant has enabled this service or you’ve already subscribed to this service |