FreeAgent license switch

By

Chris Andreou

Business accountant available for free consultation
GoForma help and resources

Check out the new GoForma help desk and FAQs

GoForma FAQs

If you have had an active FreeAgent accounting software subscription with GoForma and close or switch your account, you may need to take steps to take over the ownership of your account. This depends on how your account was created and who pays for the subscription:

If GoForma created and paid for your FreeAgent license:

If GoForma created and paid for your license, you will have a two-week grace period during which you can access or export your data. You will receive an email notifying you of this and advising what steps you need to take to either retain your FreeAgent account or cancel.

If you have a free FreeAgent license through NatWest, Royal Bank of Scotland, Ulster Bank or Mettle:

If you have a free license funded by NatWest, Royal Bank of Scotland, Ulster Bank or Mettle, your free account will continue to be free and active, so you can continue to use it as you wish. You will receive an email notification from FreeAgent once this has been completed.

If you originally created and pay for your FreeAgent license:

If you added GoForma to your FreeAgent license and still pay for your license, the billing arrangements for the account will remain with you. You will be able to access and use your FreeAgent account as before, but GoForma's access will be revoked. You will be informed when we have removed your account from our client list via email from FreeAgent.

Read other guides:
Accounting
Virtual office
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