Onboarding clients
- How to add an existing FreeAgent account to your Practice Dashboard
- How to add a new client to your Practice Dashboard
- How to add a new landlord client and add a property to their account
- How to set up a new client with a Mettle account
- How to import a client’s opening balances
- How to switch your clients to a NatWest, Royal Bank of Scotland, Ulster Bank or Mettle-funded FreeAgent account