Getting started
Setting up your account and taking your first steps with FreeAgent
Account Setup
- Setting a secure account password
- Setting up your FreeAgent account
- Charities: Choosing account type
- How to reset or update your password
- Accounting dates
- The FreeAgent start date - existing businesses
Essentials
- How to log in to your FreeAgent account
- Radar
- Switching to a NatWest, Royal Bank of Scotland, Ulster bank NI or Mettle-funded FreeAgent account
- Insights
- System requirements
- Weekly Summary Email
My Company
- How can I add my accountant to my FreeAgent account?
- How to find your FreeAgent subdomain
- How to add or change your company logo
- Company Details
- User access levels
- Add a new user
