Webinar

Introducing practice insights: how to use your unique reports to enhance your services

28 September 2022, 2:00pm

When did your clients last create an invoice, enable a bank feed or log in to the mobile app? Join us for this partner-exclusive webinar to find out exactly how your clients use FreeAgent, so you can provide tailored support for their needs.

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FreeAgent’s Alina Andone (Account Manager), Michael Fletcher (Head of Practice Operations), Darren Kelly (Product Manager) and Andy King (Senior Commercial Manager) will cover:

  • onboarding, banking and mobile app practice insights reports and how they can help you understand your clients’ FreeAgent usage 
  • a tour of the Practice Dashboard and its handy features
  • how to create Practice Dashboard reports and alerts 

FreeAgent’s virtual events are CPD accredited. Attendance of this session will count for one CPD hour/one CPD point.

photo of Alina Andone

Alina Andone

Account Manager at FreeAgent

photo of Michael Fletcher

Michael Fletcher

Head of Practice Operations at FreeAgent

photo of Darren Kelly

Darren Kelly

Product Manager at FreeAgent

photo of Andy King

Andy King

Senior Commercial Manager at FreeAgent

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