First steps for new partners
Welcome to FreeAgent - we’re delighted to have you on board! Here's some key information to help you get started on your journey with us.
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Agreement signed
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Live webinar 1: FreeAgent essentials
A must for new partners. Learn to master FreeAgent and join a Q&A with our experts.
Register
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Personalise your dashboard
Add your logo, update your settingsand invite a colleague to join you on the journey.
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Take a tour of a client’s account
Switch to view a client's account using your dummy client, Boggle IT.
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Transfer any existing clients
Do you have clients that are already using FreeAgent? Add them to your dashboard.
Learn how
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Automate your invoice payments
It’s easy to set up a monthly direct debit in FreeAgent using GoCardless.
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Live webinar 2: FreeAgent Mobile for clients
Learn how to introduce clients to the FreeAgent Mobile app features and benefits with confidence.
Register
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Discover the FreeAgent Mobile app
Experience how clients can snap expense receipts, send invoices and check finances on the go.
Watch video
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Explore resources on our Practice Portal
Find helpful guidance, interesting product news, inspiring webinars and exciting events.
Portal home -
Start inviting clients to use FreeAgent
Once you feel confident and ready, give your clients a warm welcome to an easier way to manage their finances.
Check out the practical guide
