Product update webinar (June 2024)

In this webinar, Gem Malek (Practice Partnerships Consultant) talks through the benefits of our latest integrations with Xenon Connect, Client Engager, Bright Manager and BrightPay. Gem also demonstrates how you can connect these tools to your FreeAgent account.

The session concludes with Eoin McNamara (Practice Implementation Consultant) showcasing some of FreeAgent's latest enhancements including:

  • how to change your clients' year-end dates
  • new Tax Timeline settings
  • defaulting Capital Asset Categories
  • how to download a .PDF of your client's Self Assessment return