Skip to main content Onboard your practice
First steps for FreeAgent Partners
If you already have a Practice Dashboard, now is a great time to master our award-winning accounting and bookkeeping software for businesses and landlords.
Don’t have your Practice Dashboard yet? Try FreeAgent for free
Your onboarding checklist
To make your onboarding as smooth as possible, we’ve picked a few key steps to help you and your colleagues get started.
-
Get to know your dashboard
Once you’ve officially become a FreeAgent Partner, it’s time to onboard your practice to FreeAgent! This video will walk you through the essential first steps for new Partners and show you round the Practice Dashboard.
Not a FreeAgent Partner yet? Request a trial to get set up!
-
Become an accredited Partner
Our Essentials module is designed for new Partners and contains everything you need to get up and running with FreeAgent. Once completed, you’ll gain one CPD point and become an accredited Partner. It’s free, self-led and takes less than one hour!
-
Add colleagues to your dashboard
Give colleagues access to clients and help them get up to speed with FreeAgent by adding them to your Practice Dashboard. This will trigger an email sharing your account details, a short introductory video tour and the link to the Essentials accreditation module.
-
Add clients to your dashboard
If you have clients that already use FreeAgent, you can add them to your Practice Dashboard. Alternatively, you can easily create new FreeAgent licences for clients directly from your dashboard.
Our shareable resources, helpful content and smooth onboarding steps make it easy to explain the benefits of using FreeAgent.
-
Set up a Direct Debit
It’s easy to set up a monthly Direct Debit with FreeAgent using GoCardless. Just click below to set up your monthly FreeAgent invoice payments.
Time-saving features for practices
Automate your processes and save hours of admin time with bulk actions and customised alerts tailored for busy accountancy practices.
Keep your team informed
Create Alerts triggered by important events and client activities to improve your team’s workflow and keep everyone up to speed.
Bulk reconsent bank feeds
Reconsent all of your clients’ bank feeds on your Practice Dashboard with one button!
Make corrections in bulk
Find and Fix allows you to make corrections in bulk to bank transaction explanations, bill line items and out-of-pocket expenses.
Control access
Set up default settings for your practice that control how your clients can submit, approve and see tax information on their FreeAgent account.
FreeAgent has helped us manage our small business clients more efficiently.
Helpful onboarding resources
A collection of articles and tools to help keep you and your clients informed and up to date.
FreeAgent Knowledge Base and FAQs
Support
Find quick answers to your questions with easy to follow step-by-step guides on specific features and functionality.
Self-guided tour of the Practice Dashboard
Interactive tour
Take a tour of the FreeAgent Practice Dashboard to get familiar with all of the powerful functionality available.
Introduction to FreeAgent
Slides and script
Download this slide deck and learn how FreeAgent can help your practice. Perfect for sharing with the rest of your colleagues too!
Seamless integrations
Integrations
Streamline your processes when you connect FreeAgent with software like Dext, Engager.app, TaxCalc and Xenon Connect. Check out all the market-leading technology available.
Don’t have your FreeAgent Dashboard yet? Discover how FreeAgent can help you and your clients thrive.