Access and permissions

Conduct your practice at your pace

Set tailored permissions for both your clients and your team, so that everyone plays their part - but you set the tempo.

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Create more harmony, less risk

Give clients and staff the access they need, while restricting data that’s on a need-to-know basis.

Fine tune your client permissions

Set custom permissions for every client, to curate exactly how much access they need.

Set the tone for tax submissions

Control who can view, approve and file key tax submissions, with practice-wide defaults you can tailor for individual clients.

Let your team play their part

Use account manager roles, client assignments and groups to give your team access that reflects their responsibilities.

Keep your data safe and sound

Keep an eye on Admin access, two-factor authentication (2FA), inactive users and API connections from your Practice Dashboard.

Set the stage for every client and colleague

Manage access, tax workflows and everyday practice settings from one central place.

Team access

Match permissions to responsibility, so colleagues can access exactly what they need and nothing more.

  • Choose from Admin, Comprehensive, Standard and Limited account manager roles.
  • Assign clients to individual account managers.
  • Use groups to make collaboration and cover easier across your practice.

Play it your way

  • Choose from four account manager roles to match team access to different responsibilities.
  • Assign clients to individual account managers and organise teams and clients into groups.
  • Set client user access levels to control what users can see and do.
  • Control whether clients can activate supported add-ons themselves.
  • Set practice-wide tax access and submission defaults, then tailor them for individual clients.
  • Control client access to Income Tax, VAT, End of Year, CIS and Tax Timeline information.
  • Manage who can make supported tax submissions and build client approval into key filing workflows.
  • Automate supported MTD for Income Tax quarterly approval and submission workflows.
  • Create alerts to keep track of important client activity, deadlines and other events across your portfolio.
  • Manage practice connections and review security measures including Admin access, 2FA adoption and inactive users.

Ready to find your new flow?

Get started with FreeAgent and discover tailored permissions and access levels to support not just your clients, but your colleagues too.

Find out more

If you are already a Partner then book a call with your Account Manager to get ways to increase your efficiency, capacity and accuracy.

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