Welcome emails for landlord clients with permission levels 7+

Whenever you set up a new client on your Practice Dashboard, they will receive an email inviting them to log in to FreeAgent and create their password. Once they’ve done this, and if you have client welcome emails enabled, your client will receive a series of helpful emails over the space of two weeks to get them started on FreeAgent.

Unincorporated landlord clients onboarded from May 2022 onwards with permission level 7 or above will receive the following emails:

Email 1

Subject: Welcome to FreeAgent! Let’s get started

Email1

Email 2

Subject: Get a bird’s-eye view of your property income

Email2

Email 3

Subject: Keeping your property expenses in check

Email3

Email 4

Subject: Never miss a trick with the Tax Timeline

Email4

If you have any questions, don’t hesitate to speak to your account manager.