More flexible ways to add clients to your Dashboard

We’ve made it easier than ever to add clients to FreeAgent! If you want to work with a client who already has an existing FreeAgent account, you now have more flexibility in how you add them to your Practice Dashboard. You can choose to either link their existing licence or transfer it to your dashboard, depending on how you want to manage their subscription and billing.

You can bundle the cost into your service (by transferring their licence), or let clients pay FreeAgent directly (by linking their licence) if you prefer less admin. Either way, the client will show up in your Practice Dashboard, making it easy to manage all your clients in one place.

The best part? You no longer need to contact our support team to link an existing client’s account to your Dashboard. It’s all in your hands, saving you time during client onboarding.

And don’t forget, the more FreeAgent clients you add to your Practice Dashboard, the bigger the rewards. As part of our Partner Programme, you can unlock discounts and perks as you climb through our Bronze, Silver, Gold and Platinum levels.

Want to learn how to transfer or link a client’s existing FreeAgent account? Check out our Knowledge Base for a step-by-step guide.