Essentials
- How to add a new client
- How to transfer an existing FreeAgent account to your Practice Dashboard
- How to link an existing FreeAgent account to your Practice Dashboard
- How to manage clients
- Client account statuses
- How to remove a client
- How to set up a new account manager
- How to manage account managers
- How to become a FreeAgent accredited accountant
- How to enable 2-Step Verification in your FreeAgent account (for accountants)
