Rocket to success: how to boost your practice efficiency

Less churn, more profit with the FreeAgent mobile app

In this session, we share exclusive data insight into how the FreeAgent mobile app can improve your client relationships and reduce your client churn. We also take a closer look at the features available on the mobile app.

Take advantage of the new banking landscape

Take a closer look at how Open Banking bank feeds, along with the recent improvements we’ve made to banking in FreeAgent, can save you and your clients time. These improvements include the exciting updates we’ve made to our ‘Guess’ feature, which make it even smarter.

How to be smarter with your time by embracing automation

Learn more about how you can use automation to increase client engagement and streamline your practice processes. You'll discover how FreeAgent’s ‘Radar’ feature helps your clients keep their accounts in order and how you can use our comparable Profit and Loss reports to assess your clients’ financial performances.