Benefits of integrating Syntax

Syntax quickly turns FreeAgent data into actionable tax planning.

Instead of manually reviewing accounts and spreadsheets, you can import client data instantly and run a structured tax review in minutes. This removes hours of low-value work and allows you to focus on delivering advice your clients will pay for.

Firms using Syntax are uncovering significant tax savings and turning that into revenue. In practice, this has translated into £26k in one-off fees from Corporation Tax opportunities and £11k in recurring annual tax planning services. Reviews that previously took hours can now be completed in under five minutes.

Using Syntax results in faster reviews, better insights and a clear path to monetising tax advice using the data you already hold in FreeAgent.

How Syntax works with FreeAgent

Syntax connects directly to FreeAgent and pulls in your client’s bookkeeping data automatically.

Once connected, financial data is imported into Syntax with a single click. This data is then structured and analysed within Syntax to identify tax planning opportunities and areas for review.

You don’t need to export reports, manipulate spreadsheets or manually reconcile figures. Syntax handles the data processing, allowing you to move straight from raw data to actionable tax insights.

How do I get started with Syntax?

You can can connect Syntax with FreeAgent and start running tax planning reviews in under five minutes by following these steps:

1. Sign up (opens in new window) for a Syntax account (free seven-day trial available).
2. Connect your FreeAgent account.
3. Select a client and import their data.
4. Run a tax planning review in minutes.
5. Identify opportunities and deliver advice to your client.