Skip to main content An expert accountant, right by your side in FreeAgent
CoPilot is a revolutionary way of working with an accountant partner, directly within FreeAgent.
- Work in FreeAgent with an accountant partner
- Get their help with managing your business
- Make the most of their expert industry insight
Register your interest when you sign up for a free trial and we’ll get back in touch with more information.
Already a FreeAgent customer?
CoPilot makes it easier than ever to find and work alongside an accountant
Our specialist CoPilot accountant partners can help take the stress out of doing your business finances. They’re all experts in FreeAgent and have years of experience working with small businesses like yours and giving them the support they need to be successful.
How CoPilot works
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Choose your accountant
Take a look at our CoPilot accountant partners to find the perfect fit for your business. Once you've decided which one you want to work with, send them a message.
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Get to know each other
Your chosen CoPilot accountant will be in touch to see if you have the right chemistry to work together. Once you've decided, you can sign up to CoPilot right away. At this point you can also discuss costs for any historic filing or any additional services that you require outside of the CoPilot service.
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Start working together
Once you've signed up, you can start working with your accountant from right inside your FreeAgent account.
Just register your interest when you sign up for a free trial and we'll get back in touch with more information.
How much does CoPilot cost and what's included?
Select your business type
| Not registered for VAT | Registered for VAT | |
|---|---|---|
| 0-1 payroll | £36/month | £54/month |
| 2-3 payrolls | £46/month | £64/month |
| 4-5 payrolls | £60/month | £78/month |
| 6-10 payrolls | £85/month | £103/month |
| 11+ payrolls | If you have more than 10 payrolls, you will pay the 6-10 payrolls fee and additional charges will be applied by your CoPilot accountant outside of the CoPilot service for each additional payroll. | |
What will a CoPilot accountant partner do?
Your CoPilot accountant can help take the stress out of doing your business finances and enable you to grow with confidence. Here's what will be included in your monthly fee.
Your CoPilot accountant will:
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prepare and file a single Self Assessment tax return, covering income generated by the business connected with your FreeAgent account
-
give support and guidance on processing drawings
-
check your bookkeeping process is accurate and up to date
-
carry out a periodic review of the expenses being claimed by the business
-
have access to an in-app messaging tool to answer questions
-
help ensure you pay the right amount of tax
Not included as standard:
-
The process of recording and categorising the business’s financial transactions within FreeAgent or any other system associated with the business records.
-
Self Assessments where income generated from outside of the business connected with your FreeAgent account needs to be included, such as income from another business, property rental income or saving income, or any additional Self Assessments.
-
Production of management accounts as required by the business.
-
The process of recording expenses.
If you're registered for VAT
-
Your CoPilot accountant will help you prepare and file your business’s quarterly VAT return, including MTD-compatible VAT returns.
-
Recording VAT against sales or costs, or more frequent preparation and filing of VAT returns (e.g. monthly) is not included.
If you run payroll
-
Your CoPilot accountant will help you prepare and file monthly payroll, plus process pension payments if required (based on package).
-
More frequent preparation and filing of payroll (e.g. weekly), preparation of a P11D and any payroll beyond the 10th payroll will not be included.
Additional services
Initial one-off fees for your accountant to get historic accounts up to date can be taken as part of your monthly subscription. FreeAgent takes 20% commission on these fees.
If you require ongoing or ad-hoc accounting services which are not included in your CoPilot package, you can discuss and agree any additional charges with your CoPilot accountant who will take any payment directly. FreeAgent will not be paid any commission on these additional costs.
| Not registered for VAT | Registered for VAT | |
|---|---|---|
| 0-1 payroll | £72/month | £91/month |
| 2-3 payrolls | £82/month | £101/month |
| 4-5 payrolls | £96/month | £115/month |
| 6-10 payrolls | £121/month | £140/month |
| 11+ payrolls | If you have more than 10 payrolls, you will pay the 6-10 payrolls fee and additional charges will be applied by your CoPilot accountant outside of the CoPilot service for each additional payroll. | |
What will a CoPilot accountant partner do?
Your CoPilot accountant can help take the stress out of doing your business finances and enable you to grow with confidence. Here's what will be included in your monthly fee.
Your CoPilot accountant will:
-
check your bookkeeping process is accurate and up to date
-
carry out a periodic review of the expenses being claimed by the business
-
prepare and file your company’s annual accounts and Corporation Tax
-
prepare and file up to two directors’ Self Assessment tax returns, covering income generated by the business connected with your FreeAgent account
-
give support and guidance on paying dividends
-
have access to an in-app messaging tool to answer questions
-
help ensure you pay the right amount of business tax
Not included as standard:
-
The process of recording and categorising the business’s financial transactions within FreeAgent or any other system associated with the business records.
-
Self Assessments where income generated from outside of the business connected with your FreeAgent account needs to be included, such as income from another business, property rental income or saving income, or any additional Self Assessments.
-
The process of recording expenses.
-
Production of management accounts as required by the business.
-
Where turnover is greater than £500,000, there may be additional fees agreed, due to the increased complexity and time required.
If you're registered for VAT
-
Your CoPilot accountant will help you prepare and file your business’s quarterly VAT return, including MTD-compatible VAT returns.
-
Recording VAT against sales or costs, or more frequent preparation and filing of VAT returns (e.g. monthly) is not included.
If you run payroll
-
Your CoPilot accountant will help you prepare and file monthly payroll, plus process pension payments if required (based on package).
-
More frequent preparation and filing of payroll (e.g. weekly), preparation of a P11D and any payroll beyond the 10th payroll will not be included.
Additional services
Initial one-off fees for your accountant to get historic accounts up to date can be taken as part of your monthly subscription. FreeAgent takes 20% commission on these fees.
If you require ongoing or ad-hoc accounting services which are not included in your CoPilot package, you can discuss and agree any additional charges with your CoPilot accountant who will take any payment directly. FreeAgent will not be paid any commission on these additional costs.
| Not registered for VAT | Registered for VAT | |
|---|---|---|
| 0-1 payroll | £60/month | £78/month |
| 2-3 payrolls | £70/month | £88/month |
| 4-5 payrolls | £84/month | £102/month |
| 6-10 payrolls | £109/month | £127/month |
| 11+ payrolls | If you have more than 10 payrolls, you will pay the 6-10 payrolls fee and additional charges will be applied by your CoPilot accountant outside of the CoPilot service for each additional payroll. | |
What will a CoPilot accountant partner do?
Your CoPilot accountant can help take the stress out of doing your business finances and enable you to grow with confidence. Here's what will be included in your monthly fee.
Your CoPilot accountant will:
-
prepare and file the partnership tax return
-
prepare and file Self Assessment tax returns for up to two partners, covering income generated by the business connected with your FreeAgent account
-
check your bookkeeping process is accurate and up to date
-
carry out a periodic review of the expenses being claimed by the business
-
have access to an in-app messaging tool to answer questions
-
help ensure you pay the right amount of business tax
Not included as standard:
-
The process of recording and categorising the business’s financial transactions within FreeAgent or any other system associated with the business records.
-
Self Assessments where income generated from outside of the business connected with your FreeAgent account needs to be included, such as income from another business, property rental income or saving income, or any additional Self Assessments.
-
Production of management accounts as required by the business.
-
The process of recording expenses.
If you're registered for VAT
-
Your CoPilot accountant will help you prepare and file your business’s quarterly VAT return, including MTD-compatible VAT returns.
-
Recording VAT against sales or costs, or more frequent preparation and filing of VAT returns (e.g. monthly) is not included.
If you run payroll
-
Your CoPilot accountant will help you prepare and file monthly payroll, plus process pension payments if required (based on package).
-
More frequent preparation and filing of payroll (e.g. weekly), preparation of a P11D and any payroll beyond the 10th payroll will not be included.
Additional services
Initial one-off fees for your accountant to get historic accounts up to date can be taken as part of your monthly subscription. FreeAgent takes 20% commission on these fees.
If you require ongoing or ad-hoc accounting services which are not included in your CoPilot package, you can discuss and agree any additional charges with your CoPilot accountant who will take any payment directly. FreeAgent will not be paid any commission on these additional costs.
| Not registered for VAT | Registered for VAT | |
|---|---|---|
| 0-1 payroll | £72/month | £91/month |
| 2-3 payrolls | £82/month | £101/month |
| 4-5 payrolls | £96/month | £115/month |
| 6-10 payrolls | £121/month | £140/month |
| 11+ payrolls | If you have more than 10 payrolls, you will pay the 6-10 payrolls fee and additional charges will be applied by your CoPilot accountant outside of the CoPilot service for each additional payroll. | |
What will a CoPilot accountant partner do?
Your CoPilot accountant can help take the stress out of doing your business finances and enable you to grow with confidence. Here's what will be included in your monthly fee.
Your CoPilot accountant will:
-
check your bookkeeping process is accurate and up to date
-
carry out a periodic review of the expenses being claimed by the business
-
prepare and file your company’s annual accounts and Corporation Tax
-
prepare and file Self Assessment tax returns for up to two partners, covering income generated by the business connected with your FreeAgent account
-
have access to an in-app messaging tool to answer questions
-
help ensure you pay the right amount of business tax
Not included as standard:
-
The process of recording and categorising the business’s financial transactions within FreeAgent or any other system associated with the business records.
-
Self Assessments where income generated from outside of the business connected with your FreeAgent account needs to be included, such as income from another business, property rental income or saving income, or any additional Self Assessments.
-
The process of recording expenses.
-
Production of management accounts as required by the business.
-
Where turnover is greater than £500,000, there may be additional fees agreed, due to the increased complexity and time required.
If you're registered for VAT
-
Your CoPilot accountant will help you prepare and file your business’s quarterly VAT return, including MTD-compatible VAT returns.
-
Recording VAT against sales or costs, or more frequent preparation and filing of VAT returns (e.g. monthly) is not included.
If you run payroll
-
Your CoPilot accountant will help you prepare and file monthly payroll, plus process pension payments if required (based on package).
-
More frequent preparation and filing of payroll (e.g. weekly), preparation of a P11D and any payroll beyond the 10th payroll will not be included.
Additional services
Initial one-off fees for your accountant to get historic accounts up to date can be taken as part of your monthly subscription. FreeAgent takes 20% commission on these fees.
If you require ongoing or ad-hoc accounting services which are not included in your CoPilot package, you can discuss and agree any additional charges with your CoPilot accountant who will take any payment directly. FreeAgent will not be paid any commission on these additional costs.
Existing FreeAgent customers
Interested in CoPilot? Why not contact our support team? They'd be happy to help you decide if CoPilot is right for you and your business.
Contact support
Frequently Asked Questions
What is FreeAgent's relationship to its CoPilot accountant partners?
CoPilot accountant partners are accountants based in the UK who already use FreeAgent with their clients. They are not employed by FreeAgent or any outsourced service provider. All CoPilot accountant partners have passed FreeAgent’s accreditation exam and have been using FreeAgent with their clients for at least a year. You can trust that a CoPilot accountant partner will have the knowledge and experience to help you get the most out of using FreeAgent.
Why can't I see any mention of CoPilot in my account?
CoPilot is currently available for a subset of eligible businesses. If you don’t see CoPilot but are interested, please contact our support team. They’ll be more than happy to see if there’s anything they can do for you.
What if I'm not happy with the accountant I select?
If you have any problems, just let us know by emailing: support@freeagent.com and we will either resolve the situation to your satisfaction or invite you to choose a new accountant.
How will I communicate with my accountant?
As soon as you’ve completed the required identity checks with your accountant, you can communicate by messaging each other directly in FreeAgent. Your accountant has access to your FreeAgent account and can view your figures at the same time as you.
What do the identity checks with my accountant entail?
In general, there will be an ID check to prove your identity, along with some basic paperwork to set you up as a client on your accountant’s system. If your business is a limited company, there may also be a check on your directorship of the business.
Can I cancel my subscription?
You can cancel your subscription at any time, with one month’s notice. Just email us at: support@freeagent.com.
How will payment be taken?
We’ll take payment for CoPilot on your next FreeAgent payment date. The CoPilot charge will be added to your usual subscription amount and taken each month for as long as you subscribe to the service. If you pay for FreeAgent annually, you’ll be billed each month for CoPilot in addition to your annual subscription.
What additional fees might apply?
After speaking to a CoPilot accountant you may decide that work in addition to the standard CoPilot service is needed to get you up and running. This could be reviewing historic accounts or dealing with late tax returns. You can arrange a one-off fee with your accountant for this initial work which will be added to your first subscription payment. FreeAgent takes 20% commission on these fees.
If you require ongoing or ad-hoc accounting services which are not included in your CoPilot package, you can discuss and agree any additional charges with your CoPilot accountant who will take any payment directly. FreeAgent will not be paid any commission on these additional costs.
Need to know more?
If you still have questions about CoPilot and how it could help your business, we're happy to discuss whether it's right for you.
Email us at support@freeagent.com or call us on 0800 288 8691. Phone lines are open Monday - Thursday, 9am to 5pm and Friday, 9am - 4pm.
Get started today
Just register your interest when you sign up for a free trial and we’ll get back in touch with more information.