Onboarding your clients to FreeAgent

From start-ups to established businesses, and sole traders to landlords, FreeAgent streamlines your clients’ daily admin so you can spend more time helping them succeed and less time chasing receipts.

• Who’s FreeAgent for?
• Download our client migration guide (PDF)

Talking your clients through any concerns they may have about using accounting software can make a big difference. Here are some handy resources to share or use to start the conversation.

• Try our client intro tool
• Download and share our starter pack with your clients (PDF)

Once you’ve found the right clients to use FreeAgent with, add them to your Practice Dashboard. Our comprehensive step-by-step Knowledge Base guides are here to help you.

• Add a new client to your Practice Dashboard
• Transfer or link a client’s existing FreeAgent account to your Practice Dashboard
• Add a new landlord client and add a property to their account

Migrating a large number of clients? We can offer personalised support for bulk migrations. Book a call via the Partner Zone to discuss with your Account Manager.

Help clients understand the importance of bank reconciliation by highlighting that FreeAgent automatically explains transactions which can cut hours of manual data entry required to reconcile accounts. (Please note your client will need to have level 6 access or above to explain bank transactions.)

• How to explain a bank transaction

Using the mobile app to record out-of-pocket expenses can be a valuable time-saving tool for your clients. Not only can they snap or bulk upload receipts on the go, Smart Capture can also extract the date and amount and suggest a cost category to speed up expense management and banking reconciliation.

• How to add an out-of-pocket expense
• How to capture a receipt by using Smart Capture