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Knowledge Base Getting Started Frequently Asked Questions Webinars

Remove a client

Here's how to remove a client from your Practice Dashboard.

Please note that this change is immediate, and you won't be able to access this client's records again after removal.

First, navigate to My Clients/All Clients and click on the client you wish to remove.

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Next, select the Remove client button at the top right of the screen. Confirm this in the pop-up that will appear, and then the client will be removed.

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Practice managed clients

If you were managing the client's FreeAgent account, then the client will immediately be placed on a two week grace period. The client will receive an email notification of this, suggesting they either export or delete their data, or alternatively start their own FreeAgent subscription.

If the client is funded by Royal Bank of Scotland/Natwest, once removed the client account will still be funded by Royal Bank of Scotland/Natwest and can be used by the client going forward if they wish. We will email the client to inform them of the change.

Linked clients

If the client was linked to your Practice Dashboard, the billing arrangements for the account will remain with the client.  They will be able to access and use the account as before, but your access will be revoked. We will email the client to inform them of the change.

Removed a client by accident?

Don’t worry! Here’s how to add them back to your Practice Dashboard.

 

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