Getting Started webinar

Our live Getting Started webinar is taking a break, but you can watch a recording any time using the options detailed in the full description below.

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While our live Getting Started webinar is currently unavailable, you can still watch our pre-recorded versions.

Choose the recording that matches your business type:

Sole trader

Limited company

Unincorporated landlord

We’ll give you the lowdown on setting up your FreeAgent account and introduce you to some key features, including:

  • selecting accounting dates
  • entering your opening balances
  • creating contacts
  • adding your business logo
  • adding users to your account
  • connecting your bank feeds
  • recording income and costs
  • filing your tax returns and end of year reporting

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