Benefits of integrating Active

Connecting Active to your FreeAgent Practice Dashboard will eliminate the manual data transfer process and empower you to achieve greater efficiency and accuracy.

Automatically import trial balances and ledger data from FreeAgent into Active Workpapers, reducing errors and speeding up compliance workflows.

Pre-populated lead schedules and templates mean less manual entry and more time for high-value work.

Enable your team to work on accurate, up-to-date data across platforms without duplication.

How Active works with FreeAgent

Once you connect your FreeAgent Practice Dashboard to Active, you’ll unlock a faster, more streamlined compliance workflow.

Import your client’s trial balance and ledger data directly into Active Workpapers, automatically populate lead schedules and manage adjustments with ease.

How do I get started with Active?

Once logged in to your Practice Dashboard, you can connect Active to FreeAgent in just a few simple steps:

1. Click ‘Add Source’ in either Active Workpapers or Ledger & Reporting.
2. Select ‘FreeAgent’ (make sure you’re logged in to your FreeAgent Practice Dashboard).
3. Follow the authentication steps.
4. Select the client you want from the drop-down menu.
5. Click ‘Connect’ and ‘Add Source’ to complete the process.