Essentials
- How to set up a new account manager
- How to edit or delete an account manager
- How to manage your listing in FreeAgent’s accountant and bookkeeper directory
- Client account statuses
- How to enable and disable 2-Step Verification for your Practice Dashboard
- How to grant FreeAgent’s support team access to a client's account
- How to enable access to Hiscox small business insurance for your clients
- How to become a FreeAgent accredited accountant