Getting started
Setting up your account and taking your first steps with FreeAgent
Account Setup
- Charities: Choosing account type
- Reset password
- The FreeAgent start date - existing businesses (Universal only)
- The FreeAgent start date - new businesses
- Opening balances
- Initial money owed
Essentials
- Insights
- Active Sessions
- System requirements
- Weekly Summary Email
- FreeAgent Mobile FAQs
- Getting Started FAQs
My Company
- Hide a user
- Add a new user
- View or edit an existing user
- Verified sender emails in FreeAgent
- Authorising FreeAgent to send emails from your address
- User access levels