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:
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 licenses on your practice dashboard increases.
Here’s how it works:
Minimum number of active licenses
A free FreeAgent license to help you run your practice’s finances
Functionality that allows clients to refer their friends and family to your practice through FreeAgent
Face-to-face support from your dedicated account manager
Face-to-face support from our client migration experts to help you move your clients to FreeAgent
Comprehensive face-to-face technical training for you and your staff
Growing your practice
Opportunities to speak at local events for business banking customers hosted by FreeAgent and NatWest/Royal Bank of Scotland
Co-branded literature and material for your practice
Exclusive marketing, communication and business coaching delivered by experts via webinar
Exclusive marketing consultation workshops
Quarterly webinar sessions on new FreeAgent features and developments
Invitations to provide quarterly feedback to key decision makers in FreeAgent via webinar
Opportunities to be featured in FreeAgent’s case studies, podcast interviews and other content
Invitations to bi-annual regional events where you and fellow partners can share advice and feedback
An invitation to our annual FreeAgent Platinum Partner event held at our HQ in Edinburgh
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!
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services. Registered in sunny Scotland No. SC316774 - One Edinburgh Quay, 133 Fountainbridge, Edinburgh, Scotland, UK EH3 9QG