Discover how your clients use FreeAgent

Download your practice insights and open the CSV files in your spreadsheet software to explore the data.

Spot who needs help

Understand which clients aren’t yet using FreeAgent to its full potential, meaning you can focus your efforts on getting them up and running.

Share getting started resources with clients.

Create good habits

Encourage clients to engage with FreeAgent early on so they master the technology more quickly, saving you time in the long run.

Find out more about educating your clients.

Make the most of your practice insights

Bookmark this page and put a reminder in your calendar to come back regularly and check your progress.

Check out the video below for a guide to using your practice insights, and for more information, speak to your account manager. You’ll find their contact details on the Practice Portal homepage.