Your FreeAgent account

Essentials

• How to reset or update your password
• How to find and share your FreeAgent referral link
• How do I switch between being a sole trader, partnership or limited company in FreeAgent?
• How to switch accounting basis in FreeAgent

Your FreeAgent data

• How to export all data, attachments and files in your FreeAgent account
• How to reset your data
• How to delete your FreeAgent account

Your subscription

• How to access your FreeAgent subscription invoices
• How to edit your FreeAgent subscription
• How to cancel your FreeAgent subscription
• How to reinstate your FreeAgent subscription before your data is deleted
• How to switch to a NatWest, Royal Bank of Scotland, Ulster Bank NI or Mettle-funded FreeAgent account

Working with your accountant

• How to transfer your FreeAgent account to your accountant’s Practice Dashboard
• How to transfer your FreeAgent account from one accountant's Practice Dashboard to another
• How to remove your FreeAgent account from your accountant’s Practice Dashboard
• How to add your accountant as a user to your FreeAgent account