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Guide your clients through MTD for Income Tax
Download and share this free four-page guide with your small business and landlord clients to keep them in the know about Making Tax Digital for Income Tax.
Resources for accountants and bookkeepers
Browse our library of helpful guides and CPD-accredited webinar recordings.
Guides and tools for you and your clients
A collection of articles and tools to help keep you and your clients informed and up to date.
How to navigate MTD pricing at your practice
In this guide, we explore how to get started with updating your MTD pricing, without jeopardising client relationships.
How artificial intelligence is shaping the accounting industry
AI has become the hottest topic in tech. But what impact is it having on the accounting industry and how can practices leverage its capabilities?
Self Assessment: stress-free strategies for managing last-minute clients
This guide is here to help you tackle Self Assessment stragglers with ease, offering smart strategies to streamline the process and reduce your stress.
Digital marketing advice for accountants and bookkeepers
In this series of guides, we’ve asked our in-house experts to help us compile an introduction to all things digital marketing for your practice.
The easy way to introduce clients to FreeAgent
Just answer a few simple questions and our tool will craft a tailored message that you can send to your client.
Improve client onboarding with our handy checklist
Get your onboarding process running as smoothly as possible with our checklist for success.
Basis period reform: what practices need to know
All the essential info about this important legislative change and how it's likely to affect your clients.
Guide your clients through the cost of living crisis
Share this guide with your clients to start a conversation about their challenges surrounding the cost of living crisis.
How to become a self-employed bookkeeper
If you're thinking about self-employment, this guide will help you get to grips with starting a bookkeeping business.
The future of accounting: trends for 2023 and beyond
In this guide, we take a look at five topics that may impact the future of accounting in 2023 and beyond.
MTD for Income Tax workload calculator
Find out how long it will take to get your practice's sole trader and landlord clients ready for MTD for Income Tax.
MTD for Income Tax: 10 myths busted
Ahead of the introduction of MTD for Income Tax, we dispel some of the myths that currently surround the initiative.
How to set up your practice and clients for MTD for VAT
A step-by-step guide to getting set up with HMRC and submitting MTD VAT returns for your clients through FreeAgent.
Help your clients get to grips with Making Tax Digital
A free handout for you to use to introduce your small business, contractor and freelancer clients to Making Tax Digital.
Making Tax Digital for VAT Q&A
To help you get up to speed with MTD for VAT quickly, we've answered some common questions in this handy guide.
Using letters of engagement to build better relationships
Follow these simple tips to craft the perfect accounting engagement letter that will help you to build better client relationships.
Webinar recordings and videos
Missed a webinar? You don’t have to miss out on CPD points.
New tax year: kick-start digital habits to prepare for MTD
Watch this CPD-accredited webinar to establish good habits to boost team engagement and prepare your clients ahead of the new tax year and MTD for Income Tax.
FreeAgent’s MTD solution: a live demonstration
Watch this CPD-accredited webinar recording for a live demonstration of FreeAgent’s ready and tested MTD solution and get an overview of its functionalities.
Self Assessment made simple: tech tools to power up your practice
Watch this CPD-accredited webinar to discover how to select and adopt the best technology to save you time and streamline your practice.
Self Assessment: how to build a profitable pricing strategy
Watch this CPD-accredited webinar to refine your pricing strategy so you can stay profitable, work efficiently, and keep clients well-informed.
Live panel: why we're bananas about the future of bookkeeping
In this video, ICB, The 6 Figure Bookkeeper and LMO Bookkeeping peel back the layers of emerging industry trends.
How to squeeze the best out of your brand
In this video, we uncover the recipe for impactful branding with Tony Stevenson FCA (FreeAgent), Penelope Allard FICB PM.Dip (Wild Bookkeeping) and Philippa Haynes (Insight 101).
Revitalise your tech stack for smooth efficiency
Watch this CPD-accredited workshop, hosted by Gem Malek (FreeAgent) and Johann Goree (Engager.app) to learn how to build a tech stack that's ripe for success.
Sow, grow, sustain: cultivate a greener practice
Watch this CPD-accredited session with Your Local Bookkeeper and Sinclair Whelan Bookkeeping to discover how to help clients embrace eco-friendly solutions.
Pricing masterclass: freshen up your strategy for healthier profits
Ready to find the perfect formula for pricing your bookkeeping services? You’re in luck! In this video, we are joined by The 6 Figure Bookkeeper and Eleven Accounts Services to discuss the best ways to price your services.
Self Assessment simplified: prep early, stress less
Self Assessment season might seem far away, but it’s never too early to start preparing! Watch this CPD-accredited webinar, led by Gem Malek from FreeAgent.
Growth masterclass: how to find, keep and grow small business clients
Watch this CPD-accredited webinar to dive into how to really get to know your clients, pick the right communication tools and personalise your marketing to make a big impact.
How to build the right tech stack to maximise practice success
Watch this CPD-accredited webinar to learn how to choose the right digital tools for your practice, no matter its size.
FreeAgent fundamentals for accountants and bookkeepers
In this video, FreeAgent’s Kris Sawford, Sammie Hussain and Eoin McNamara present an overview of FreeAgent accounting software.
Going green: sustainability strategies for accountants and bookkeepers
Watch this CPD-accredited webinar to explore how practices can unlock the benefits of sustainable accounting.
New tax year: how to build a powerful digital toolkit
In this video, FreeAgent's Dave Norwell is joined by Zoe Simmons (Kernow Accountancy) and Chris Roxburgh (Mettle) to discuss how digital tools can help you achieve your practice goals.
New tax year resolutions: nailing your practice strategy
In this video, Tony Stevenson is joined by Will Farnell (Farnell Clarke) and Nick-Heawood Ferriter (Wright Vigar) to discuss tips for developing your practice strategy for 2024.
How accountants and bookkeepers can leverage AI
Artificial intelligence (AI) is making waves in the accounting industry. Watch this webinar to learn how to harness AI benefits for your practice and tackle AI security risks.
The future of accountancy: trends for 2024
FreeAgent's Tony Stevenson and a panel of experts discuss the biggest lessons from 2023 and the top accounting trends to look forward to in 2024.
Self Assessment: tech strategies for hassle-free filing
Watch this CPD-accredited webinar to prepare your practice and clients for Self Assessment. You'll discover the best digital tools and how to use automation to gather key information from clients.
How FreeAgent’s Syft integration can help uncover valuable client insights
Discover how practices can use FreeAgent's integration with Syft to create reports and uncover insights about their clients.
Self Assessment: finding the right pricing strategy
Watch this CPD-accredited webinar to discover how practices can manage pricing for Self Assessment and beyond, hosted by FreeAgent's Gem Malek.
Self Assessment: how to get ahead of the game
It’s never too early to think about Self Assessment! If you’d like to sail smoothly through the busiest period of the year, watch this CPD-accredited webinar, hosted by Tony Stevenson FCA.
Beyond the buzz: how accountants and bookkeepers can leverage AI
Watch this CPD-accredited webinar to discover what developments in artificial intelligence (AI) mean for the accounting industry and how to harness the benefits for your practice.
Expert panel: the fruitful future of bookkeeping
FreeAgent’s Gem Malek hosted speakers from the Institute of Certified Bookkeepers, The 6 Figure Bookkeeper and Wild Bookkeeping for a discussion on industry trends, evolving ways of working and the impact of technology.
The key ingredients for a healthy onboarding process
Rob Gardiner from FreeAgent was joined by Jo Wood from The 6 Figure Bookkeeper to discuss the importance of a smooth onboarding process and how to get your clients off to a great start.
Prepare your bookkeeping practice to flourish
Tony Stevenson was joined by Penelope Allard (Wild Bookkeeping) and Mark Farrington (Spiral Bookkeeping) to share how to sow the seeds for future success and grow your practice.
Squeeze the most out of your practice processes
If you’d like to improve efficiency for both you and your clients, then hear Tony Stevenson (FreeAgent), Christine Aplin (Caplin Bookkeeping) and Linda Owen (LMO Bookkeeping) discuss how to get the most out of your practice processes.
Boosting immunity to the cost of living crisis
In this CPD-accredited session, our expert bookkeeping panel discuss tips for making your practice as resilient as possible in the face of rising costs and high inflation.
How to help your clients embrace digitalisation
Technology has changed the accounting industry, but are your smaller clients along for the ride? Watch this CPD-accredited webinar for practical tips on how practices have helped smaller clients embrace digitalisation.
How to support your clients through the cost of living crisis
With clients facing rising energy costs and high inflation, your support is more important than ever. Watch this webinar recording to discover tips to lighten the load for your clients.
New tax year: spring clean your practice processes
From onboarding to pricing, watch this CPD-accredited webinar recording to help you prepare for the year ahead and improve efficiency for both you and your clients.
MTD for ITSA delay: keep your clients on the digital path
Feeling unsure about your next steps following the delay to Making Tax Digital for Income Tax Self Assessment (MTD for ITSA)? Watch this webinar recording for practical tips on how to keep your clients on the digital path and adapt your practice's strategy.
The future of accountancy: trends to watch out for in 2023
FreeAgent's Tony Stevenson and a panel of experts discuss the biggest lessons from 2022 and the top accounting trends to look forward to in 2023.
Self Assessment 2023 and beyond: how to set your practice up for success
Watch this CPD-accredited webinar in which our panelists share the valuable lessons they've learned when it comes to nailing Self Assessment season.
MTD for ITSA: how to support your smallest clients
FreeAgent’s Ruth Mutasa, Chris Roxburgh (Mettle), Ryan Millward (Millward, May & Co) and Stewart Smith (NatWest Business) discuss how to support your smallest clients ahead of MTD for ITSA.
Growth masterclass: how to scale your practice for MTD
Small business owners are facing a cost of living crisis, coupled with the impending introduction of Making Tax Digital for Income Tax Self Assessment (MTD for ITSA). In this webinar recording, our expert panel discuss how these challenges present a growth opportunity for practices.
Panel: what does the future hold for bookkeepers?
FreeAgent’s Head of Partner Sales, Kevin Lord, is joined by Ami Copeland (Institute of Certified Bookkeepers), Joanne Birtwistle (AccountingWEB) and Zoe Whitman FCCA (The 6 Figure Bookkeeper) for an insightful discussion on the future of the industry and the opportunities for bookkeepers.
Kick-start your own bookkeeping business
Watch Chiara Rizzo from FreeAgent, Ami Copeland from the Institute of Certified Bookkeepers and Linda Owen MICB of LMO Bookkeeping and hear their top tips for starting a bookkeeping practice.
The key ingredients for practice growth
Watch FreeAgent’s Gem Malek along with Jo Wood FICB PM Dip and Zoe Whitman FCCA from The 6 Figure Bookkeeper to learn how to scale up and drive the growth of your practice.
Freshen up your practice processes
When is the right time to implement or review processes for your bookkeeping practice? FreeAgent’s host Tony Stevenson is joined by Dext’s Katie Hoare, AccountancyManager’s Jonathan Stobart, Satago’s Leigh Stallard and Safe Hands Bookkeeping's Jason Dalton, who share their top tips for revitalising your practice systems.
Boost your self-worth and shake up your pricing
Are you charging enough? Watch Ruth Mutasa, Senior Account Manager at FreeAgent, and Christine Aplin C.MICB PM.Dip of Caplin Bookkeeping to discover how to value your services as a bookkeeper and demonstrate this to clients.
Show your clients the ropes: getting started with digital record keeping
This recording featuring FreeAgent’s Kris Sawford gives you all the gear you need to get your clients ready for Making Tax Digital (MTD).
Campfire chat: communicating with clients about MTD
In this webinar recording, we chat to David Ross from FairBalance Accounting about how to communicate with your clients about Making Tax Digital (MTD).
How to spring-clean your practice processes for the new tax year
The new tax year is the perfect time to polish your practice processes. Ruth Mutasa and Anna Nikolovska explore how you can make your practice more efficient for the year ahead.
How to win back time with the FreeAgent mobile app
With Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) soon requiring self-employed business owners and landlords to keep digital business records, it’s a great time to introduce these clients to the FreeAgent mobile app.
Accounting software you and your clients will love
Make life easier for your practice and happier for your clients with award-winning accounting software and first-class support.