Managing Clients

The first time you connect to FreeAgent, you'll authorise access to your FreeAgent practice dashboard. This allows you to easily onboard clients to ClearingHouse without needing separate login details for each client.

Adding a new client

1. Click "Add another client" from the Connections page.
2. Click "Connect" next to FreeAgent and select the client you wish to add.
3. Next, connect the client's Stripe account. There are two ways to do this:
   • By far the easiest approach is to connect directly via the "Connect" button. You will need to be an Admin in the client's Stripe account to install ClearingHouse this way. If necessary, your permissions may be downgraded after the connection has been initiated.
   • Alternatively, you may send a unique install link to your client, allowing them to authorize ClearingHouse on your behalf. You'll receive an email once the authorization has taken place so you can continue the setup process.
4. Follow the remaining onboarding steps to configure syncing.
5. Your subscription will be updated accordingly.