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

Recorded on 28 September 2022

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

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