Our Partner Programme

Welcome to FreeAgent! We’re here to help you every step of the way.

Talk to us about FreeAgent

Becoming a FreeAgent Partner

To help you decide if FreeAgent is right for you and your practice, we offer a free consultation alongside a two week no-obligation trial of our software. When you add your first client to your Practice Dashboard, you’ll officially become a FreeAgent Partner and immediately gain access to the following benefits:

Software

Our award-winning online accounting software, including:

  • A Practice Dashboard
  • An automated onboarding journey for you & your clients
  • Cross-client reporting
  • Quick and easy bulk payroll submission

Find out more about our software

Growing your practice

A wide range of tools and resources to help your practice flourish, including:

  • Free licences for new clients who have business banking current accounts with NatWest, Royal Bank of Scotland or Ulster Bank NI.
  • Access to resources on FreeAgent’s practice portal to help you promote FreeAgent and educate your clients on how to use it.
  • The chance to become an accredited partner, unlocking additional practice growth benefits - find out more.

Support

  • Unlimited access to FreeAgent’s technical support teams via telephone and email
  • A dedicated account manager will be at the end of the phone
  • Specialist phone support to help you migrate clients smoothly and efficiently

Exclusive events and webinars

FreeAgent Partners have exclusive access to thought leadership and marketing events and webinars with key figures in the accounting industry, as well as fun hospitality events in their local area.

Making the most of the Partner Programme

When you have 10 or more active clients using FreeAgent, things start to get really interesting! The FreeAgent Partner Programme presents super-charged benefits and discounted pricing options that get bigger and better as the number of active licences on your Practice Dashboard increases.

Partner Programme partner level badges

Making the most of the Partner Programme

Things start to get really interesting when you have 10 or more active clients using FreeAgent! The FreeAgent Partner Programme presents supercharged benefits and discounted pricing options that get bigger and better as the number of active licences on your Practice Dashboard increases.

Partner level Bronze Partner Silver Partner Gold Partner Platinum Partner
Minimum number of active licences 10 35 75 300
Award-winning software
Access to all the features of our award-winning software with no hidden costs Yes Yes Yes Yes
A complimentary FreeAgent licence to run your practice’s finances Yes Yes Yes Yes
Qualify to join our research and development pool Yes Yes Yes Yes
Automatic onboarding journey for you and your clients Yes Yes Yes Yes
World-class support
Dedicated business support from your account manager Yes Yes Yes Yes
Unlimited technical support via email, chat and telephone Yes Yes Yes Yes
Bespoke technical training sessions for you and your staff Yes Yes Yes Yes
Expert assistance to migrate your clients to FreeAgent Yes Yes Yes Yes
In-person consultations, training sessions and workshops with FreeAgent (if Covid-19 restrictions allow) Yes Yes Yes
Growing your practice
A free listing in FreeAgent's directory of accredited Partners Yes Yes Yes Yes
Official FreeAgent merchandise and marketing assets Yes Yes Yes Yes
Our practice referral feature so your clients can recommend you to other small business owners Yes Yes Yes
The opportunity to speak at local events hosted by FreeAgent and NatWest, Royal Bank of Scotland and Ulster Bank NI Yes Yes Yes
Exclusive marketing and business coaching webinars Yes Yes Yes
Biannual data insights into your clients' engagement with FreeAgent Yes Yes
Be a featured 'Partner of the week' on our social channels Yes Yes

Accreditation: level up to enjoy even more benefits!

Pass our FreeAgent Expert exam to become accredited and gain access to the following extra special benefits:

  • A listing in our FreeAgent accountant directory so you can be found by the 50,000 visitors a year looking for a FreeAgent-friendly accountant.
  • A digital FreeAgent accreditation badge which you can add to your website and email signature to show your new credentials off to your clients and prospects!

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