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.
Read full description
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.
Alina Andone
Account Manager at FreeAgent
Michael Fletcher
Head of Practice Operations at FreeAgent
Darren Kelly
Product Manager at FreeAgent
Andy King
Senior Commercial Manager at FreeAgent
Register for this event
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.