The Practice Dashboard
- How to become a FreeAgent accredited accountant
- Adding existing FreeAgent users to your practice dashboard
- Client account statuses
- Support access on a client's account
- Report: Payroll
- 2-step verification (for accountants)
- Remove a client
- Report: Account Transactions
- Report: Account Totals
- New client
- Manage clients
- New account manager
- Manage account managers
- Alert rules: exception reporting
