Your Client Get Started page

When clients start using new software, it can be hard for them to know where to begin and you could find yourself spending too much time helping them get to grips with it!

Introducing the Client Get Started page

To make it as quick and easy as possible for your clients to start using FreeAgent, we’ve created a co-branded Client Get Started page for your practice.

Simply send your clients a link to the page and they’ll be able to see how some of FreeAgent’s most popular features work - so when it’s time to set them up on the software, they’ll be ready to get down to business!

Client Get Started page

You can find the link to your custom Client Get Started page by logging into your Practice Dashboard and going to the Partner Resources section (top right, next to Settings).

Practice Dashboard

Things to keep in mind

  • You need to be an accredited partner. The Client Get Started page is a resource that’s only available to accredited FreeAgent partners that are listed on the FreeAgent Accountant Directory. If you’re not accredited but would like to be, you can learn about accreditation here.
  • The page displays the same practice name and logo as your listing on FreeAgent's Accountant Directory. If they are out of date, or you’d like to replace either of them, please contact your account manager.

For suggestions on how to email your clients about getting started, take a look at this email template. Your account manager is always at hand if you need further guidance.