FreeAgent

FCSA Business Partner FreeAgent

FreeAgent is an award-winning UK-based online accounting software designed specifically for freelancers, small business owners and their accountants and bookkeepers.

Already used by over 100,000 small businesses, FreeAgent’s powerful end-to-end accounting solution is specifically designed to simplify the admin associated with your smaller clients, while giving you the robust features and proactive alerts that your practice needs.

Easy for clients to use, with hassle-free expense tracking, invoicing, bank feeds and bulk reconciliations, FreeAgent allows you to access all the functionality you and your clients need with no extra fees and add-ons, including Final Accounts, Self Assessment, Corporation Tax and much more. Our award-winning iOS and Android mobile app gives clients the freedom to create invoices and record expenses on the go.

In addition, FreeAgent provides free training to help you and your clients get the most out of the software, premium help and advice from our dedicated practice support team, and advice to help you grow your practice.

Features and benefits:

  • Free accounting software for your NatWest, Royal Bank of Scotland, Ulster Bank NI or Mettle clients* – straight from the dashboard
  • Easy-to-use mobile app for clients who need to update their numbers on the go
  • Flexible accountant dashboard to see client details at a glance
  • Flexible user permissions to give each client the right level of control
  • Automatic unlimited bank feeds and transactions
  • ‘Guess’ feature that automatically suggests categories for over 95% of transactions
  • Run monthly payroll in bulk and submit RTI directly to HMRC in two clicks
  • Real-time automatic alerts to flag issues and deadlines
  • File MTD compliant VAT returns directly to HMRC
  • Dedicated account management
  • Free training and migration support
  • Free MTD support including consultations, webinars, guides and client email templates
  • Identify trends and insights using cross-client reporting
  • Tiered partner programme unlocks benefits to support your success
  • All features as standard – no add-ons or hidden costs

* For as long as they retain their account

Find out more about how FreeAgent can help you work with your freelancer and small business clients. 

Contact FreeAgent 

Tel: Jo Parr or David Rose on 0800 025 3900

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