For accountants
Guides for accountants on using some of FreeAgent’s key features from our award-winning support team
Essentials
- How to add a new client
- How to transfer an existing FreeAgent account to your Practice Dashboard
- How to link an existing FreeAgent account to your Practice Dashboard
- How to manage clients
- Client account statuses
- How to remove a client
The Practice Dashboard
- Report: Alert Rule Notification Export
- How to switch your clients to a NatWest, Royal Bank of Scotland, Ulster Bank NI or Mettle-funded FreeAgent account
- Report: Payroll
- Report: Account Transactions
- Report: Account Totals
- How to set alert rules