ACCOUNTANTS & BOOKKEEPERS

Start the new tax year right

Switch your clients to award-winning accounting software that will save everyone time and hassle. Future You will thank you for it.

Not an accountant or bookkeeper? Check out FreeAgent for small businesses and landlords

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FreeAgent app open on a device

Boost efficiency with joined-up working

FreeAgent makes it easier for you and your clients to keep on top of the admin together. Smart features mean fewer repetitive tasks for you and less stress for your clients - it’s a win-win.

  • Perform key tasks in bulk, like explaining transactions and reconsenting bank feeds.
  • Run custom reports across your client base and uncover unique insights with performance benchmarking.
  • Get a free dashboard as part of the Partner Programme for an overview of clients’ details, access to their accounts and the ability to set alerts to keep on top of key deadlines.
  • FreeAgent is free for your clients who have NatWest, Royal Bank of Scotland or Ulster Bank business current accounts or Mettle bank accounts.* Optional add-ons may be chargeable.

Future-ready features you’ll love

Smart, easy-to-use and jargon-free accounting software that makes life easier for you and your clients.

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Seamless integrations

Streamline your processes when you connect FreeAgent with software like Dext, Engager.app, Employment Hero and Xenon Connect.

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A handy mobile app

Spend less time chasing clients with our award-winning app that can extract data from receipts and bills.

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Smart tools

Accelerate your workflow with Open Banking bank feeds and use AI to predict client transactions with 93% accuracy.

Get MTD-ready, a year early with HMRC-recognised software

  • Submit MTD-compatible quarterly filings and final declarations directly to HMRC.
  • Access a wealth of CPD-accredited MTD webinars and an in-depth learning module dedicated to MTD for IT.
  • Share easy-to-understand guides with your clients to help prepare them for the deadline.
  • Get tailored MTD for Income Tax consultations and support from your dedicated Account Manager.
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Unrivalled support for Future You and your clients

An expert support team

Our award-winning UK-based team delivers a 97.5% customer satisfaction rating.

  • Reach a highly trained and experienced support team from accounting or bookkeeping backgrounds
  • Get super-fast responses on live chat, email or phone - at no cost!
  • Access detailed step-by-step Knowledge Base guides to solve product queries in one quick search

A partner for your practice

Your dedicated Account Manager will be by your side to support your practice’s success from day one. They’ll help you to:

  • Access tailored, UK-based migration support that lightens the load while keeping you in control of how you switch your clients
  • Identify which clients are best suited to FreeAgent and get them up to speed on the software
  • Unlock your personalised Practice Portal, packed with resources like webinars and guides to help you with onboarding

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.*

NatWest Bank logo Royal Bank of Scotland logo Ulster Bank logo Mettle by NatWest logo

*For as long as they retain their account or make Mettle their primary business account in FreeAgent. Optional add-ons may be chargeable.

Don't take our word for it!

Present Day practice partners love our software

FreeAgent changed the way our practice works and I can't imagine running the business without it! Thanks to FreeAgent, MTD IT is no longer a burden.

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Anna Nikolovska
Digital Accounting Ltd

The ability to run 'cross-client' reports and extract balances from all clients in just a few clicks is a massive time saver and unique to FreeAgent.

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Ian Hope
QAccounting

FreeAgent is a good fit for us, and it's down to two things. The usability - it's easy for clients to use - and the support, which is second to none.

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Andy Thomas
Abacus Jack

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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