Your FreeAgent account

Essentials

• Reset or update your password
• Change the account owner
• Find and share your FreeAgent referral link
• Switch between being a sole trader, partnership or limited company in FreeAgent
• Switch accounting basis in FreeAgent

Your FreeAgent data

• Export all data, attachments and files in your FreeAgent account
• Reset your data
• Delete your FreeAgent account

Your subscription

• Access your FreeAgent subscription invoices
• Edit your FreeAgent subscription
• Cancel your FreeAgent subscription
• Reactivate your FreeAgent account once it's cancelled
• Switch to a NatWest, Royal Bank of Scotland, Ulster Bank or Mettle-funded FreeAgent account

Working with your accountant

• Use FreeAgent with your accountant
• Transfer your FreeAgent account to your accountant’s Practice Dashboard
• Transfer your FreeAgent account from one accountant's Practice Dashboard to another
• Remove your FreeAgent account from your accountant’s Practice Dashboard
• Add your accountant as a user to your FreeAgent account