Skip to main content Our Partner Programme
Unlock discounts, grow your practice, and connect with potential clients via our directory. Become a FreeAgent Partner to access all of these benefits and more. Just add one active client to your Practice Dashboard to get started.
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Why Partner with FreeAgent?
As part of our Partner Programme, you’ll automatically gain access to the following benefits, providing you with the tools you need to support your clients.
Bigger discounts
Supercharge your benefits and discounts as you add more active clients to your Practice Dashboard.
A directory listing
Secure a listing on our accountant and bookkeeper directory - over 1,000 users look for an accountant or bookkeeper every month!
CPD points
Access FreeAgent’s CPD-accredited learning modules. Plus, earn even more points at Partner events and roadshows.
Responsive, human support
You’ll have access to a dedicated account manager and friendly technical support team, just a phone call or email away.
Exclusive events
Save your spot at partner-exclusive events and receive invites to our quarterly ‘What’s new?’ webinars.
Handy resources
Our exclusive Practice Portal has a wealth of handy resources for both you and your clients.
Being a Partner has its benefits
As you add clients to FreeAgent, you’ll move your way up our Partner levels, gaining further exclusive benefits.
Product and support
Explore your benefits including discounts, training sessions and unlimited technical support.
| Partner | Bronze | Silver | Gold | Platinum | |
|---|---|---|---|---|---|
| No. of active licences | 1 | 10 | 35 | 75 | 300 |
| Discounts to licences and paid add-ons | Yes | Yes | Yes | Yes | Yes |
| Access to all the features of our award-winning software (paid add-ons may apply) | Yes | Yes | Yes | Yes | Yes |
| Membership of our research and development pool | Yes | Yes | Yes | Yes | Yes |
| Access to Practice Insights | Yes | Yes | Yes | Yes | Yes |
| CPD-accredited learning: Essentials, Accreditation, special modules | Yes | Yes | Yes | Yes | Yes |
| Automatic onboarding journey for you and your clients | Yes | Yes | Yes | Yes | Yes |
| Unlimited technical support via email, chat and telephone from qualified accountants | Yes | Yes | Yes | Yes | Yes |
| Bespoke technical training sessions for you and your staff | Yes | Yes | Yes | Yes | Yes |
| Expert assistance to migrate your clients to FreeAgent | Yes | Yes | Yes | Yes | Yes |
| A complimentary FreeAgent licence to run your practice’s finances | No | Yes | Yes | Yes | Yes |
| Access to FreeAgent's accountant and bookkeeper community | No | Yes | Yes | Yes | Yes |
| Access to your own dedicated account manager | No | Yes | Yes | Yes | Yes |
| One-to-one insight and marketing consultations, plus training sessions and workshops | No | No | No | Yes | Yes |
Practice growth
Explore your benefits including cobranded assets for your practice, swag and a dedicated marketing contact.
| Partner | Bronze | Silver | Gold | Platinum | |
|---|---|---|---|---|---|
| No. of active licences | 1 | 10 | 35 | 75 | 300 |
| Your own listing on our accountant and bookkeeper directory | 1+ client and valid accreditation | Yes | Yes | Yes | Yes |
| Access to exclusive digital marketing resources on the Practice Portal | Yes | Yes | Yes | Yes | Yes |
| A free pack filled with marketing materials to share with potential clients | No | Yes | Yes | Yes | Yes |
| Stickers and badges | No | Yes | Yes | Yes | Yes |
| FreeAgent branded t-shirts, promotional assets and merchandise on request | No | No | Yes | Yes | Yes |
| Co-branded marketing assets for your practice on request | No | No | No | Yes | Yes |
| A dedicated marketing contact | No | No | No | No | Yes |
Education and events
Explore your benefits including invites to CPD-accredited events.
| Partner | Bronze | Silver | Gold | Platinum | |
|---|---|---|---|---|---|
| No. of active licences | 1 | 10 | 35 | 75 | 300 |
| Access to exclusive CPD-accredited events and webinars including Roadshows and masterclasses | Yes | Yes | Yes | Yes | Yes |
| Invites to the Quarterly 'What's New?' product update webinars | Yes | Yes | Yes | Yes | Yes |
| Access to our annual hospitality event | No | No | Yes | Yes | Yes |
| Opportunities to be a guest panellist or speaker at events and webinars | No | No | Yes | Yes | Yes |
| Access to our annual Platinum Partner event | No | No | No | No | Yes |
Pricing for accountants and bookkeepers
Free Practice Dashboard
There's no cost to get started with FreeAgent. Once you sign your agreement, you'll gain access to your free Practice Dashboard and you'll only be charged for the client licences you add.
Discounted pricing options
As part of our Partner Programme, you'll access discounted pricing options for your clients as the number of active licences on your Practice Dashboard increases. See a full breakdown of our standard pricing.
Free licences for your clients…
…with NatWest, Royal Bank of Scotland or Ulster Bank business current accounts or Mettle bank accounts.*
*For as long as they retain their account or make Mettle their primary business account in FreeAgent. Optional add-ons may be chargeable.
Request a free trial
Once you submit a request form, you can either book a time slot or we'll call you within two working days. Whichever you choose, we'll be in touch to find out more about your practice and talk you through our software.
Not an accountant or bookkeeper? You might be looking for our free trial for small businesses.
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