Skip to main content First steps for FreeAgent Partners
If you already have a Practice Dashboard, now is a great time to master our award-winning accounting and bookkeeping software for businesses and landlords.
Don’t have your FreeAgent Dashboard yet? Try FreeAgent for free
Your journey begins here
Join over 200,000 UK businesses and their accountants and bookkeepers who trust FreeAgent to manage their business finances.
First steps to a flying start
-
Watch this step-by-step guide
Once you've signed your agreement and officially become a FreeAgent Partner, it's time to onboard your practice to FreeAgent! This 16-minute video will walk you through the essential steps to get familiar with and make the most of FreeAgent.
Watch nowNot a FreeAgent Partner yet? Request a call to get set up!
-
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 moduleIf you’d rather learn with an instructor, our Education team will guide you through the Essentials Accreditation Clinic via our on-demand recording, whenever suits you.
In-person or online training for larger groups can be arranged through your Account Manager.
Onboarding your clients and colleagues
With our top-class onboarding steps, you can save time and reduce stress, no matter where your clients are in their FreeAgent journey.
-
Select the right clients
From start-ups to established businesses, and whether you have two employees or twenty, FreeAgent streamlines your clients’ daily admin so you can focus on helping them succeed.
-
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.
-
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.
-
Add colleagues to your Dashboard
Give colleagues access to clients and help them get up to speed with FreeAgent by adding them to your Practice Dashboard. This will trigger an email sharing your account details, a short intro video tour and the link to the Essentials Accreditation module.
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.
Award-winning software… with award-winning support
Silver for Customers at the Heart of Everything
Best Contractor Accounting Software
Friendliest Software of the Year
SME Accounting / Bookkeeping Software
Don’t have your FreeAgent Dashboard yet?
Discover how FreeAgent can help you and your clients thrive.
Try FreeAgent for free