Essentials
- How to access a client’s account
- How to edit a client’s details
- How to add a new client
- How to transfer an existing FreeAgent account to your Practice Dashboard
- How to manage clients
- Client account statuses
- How to remove a client from your Practice Dashboard
- How to set up a new account manager
- How to edit or delete an account manager
- How to become a FreeAgent accredited accountant
- How to enable and disable 2-Step Verification for your Practice Dashboard
