Skip to main content First steps for FreeAgent Partners
If you already have a Practice Dashboard, now is a great time to master the UK’s no. 1 accounting and bookkeeping software for small businesses.
Don’t have your FreeAgent Dashboard yet? Try FreeAgent for free
Your journey begins here
Join over 150,000 UK businesses and their accountants and bookkeepers who trust FreeAgent to manage their business finances.
First steps to a flying start
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Book a Getting Started chat
Get a quick overview of the key steps to get started on FreeAgent. Our friendly UK-based team is ready to answer any questions you might have, from pricing to client onboarding.
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Learn the FreeAgent essentials
Our Essentials module is designed for new Partners and contains everything you need to get up and running with FreeAgent. Once completed, you’ll gain 1.5 CPD points and become an accredited Partner. It’s free, self-led and takes less than one hour!
Start the moduleAlternatively, you can register for our Essentials accreditation clinic with one of our experts to complete this module.
Onboarding your clients
With our top-class onboarding steps, you can save time and reduce stress, no matter where your clients are in their FreeAgent journey.
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Select the right clients
From sole traders to businesses with up to 10 employees or more, FreeAgent can streamline your clients’ daily admin so you can spend more time helping them succeed.
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Introduce your clients to FreeAgent
A quick chat with you can reassure your clients about any worries they might have about using accounting software. Here are some handy resources to share or use to start the conversation.
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Set up your clients
Once you've found the right clients to use FreeAgent with, add them to your Practice Dashboard. Our comprehensive step-by-step Knowledge Base guides are here to help you.
You can access more exclusive onboarding resources, including ready-made templates, videos, guides, and more on the Practice Portal.
Why choose FreeAgent?
Make life easier for your practice and happier for your clients with award-winning accounting software and an easy-to-use mobile app to help them stay on top of their digital admin.
Our pricing plans for all business types include core functionality and let your clients grow without the need to change package.
Seamless integrations with market-leading software like Dext, Engager.app, BrightPay, Syft and many more.
Award-winning support team with a 97.5% customer satisfaction rating. Super-fast responses on live chat, email or phone.
FreeAgent has helped us manage our small business clients more efficiently while freeing up our time to add value to other areas of the business.
Plus discounted pricing and free licences
As part of our Partner Programme, you'll access discounted pricing options right from the start. Plus, get free licences for your clients with NatWest, Royal Bank of Scotland or Ulster Bank business current accounts or Mettle bank accounts.*
Request a call*For as long as they retain their account or make Mettle their primary business account in FreeAgent. Optional add-ons may be chargeable.
Voted the UK's #1 bookkeeping software for small businesses
Friendliest Software of the Year
Data & Expense Management Software
Best Accounting Software for Contractors
SME Accounting / Bookkeeping Software
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