QAccounting’s client migration: a smooth getaway to FreeAgent

When a trusted accounting firm faces unexpected price hikes and needs to switch software fast, how do they handle it? For QAccounting, led by Managing Director Ian Hope and a dedicated team of 18 across Leicester and Aberdeen, the solution was clear. With a passion for helping small and medium-sized enterprises (SMEs) thrive, they made a seamless transition to FreeAgent - and their clients are already reaping the benefits!

A concern over price changes

When Xero suddenly altered its pricing structure, QAccounting knew it was time for a change. After all, putting their clients’ needs first was always their top priority.

“Xero threatened to make big changes to their products and pricing, without much regard for how it would affect the accounting firms who market the software to their own clients. These changes could have led to significant client loss - FreeAgent were willing to migrate our clients despite the short notice.” - Ian Hope

Although Xero later reversed its decision, QAccounting still decided to migrate clients to FreeAgent, due to how helpful the Migration team had been. FreeAgent’s competitive pricing also stood out, especially the free licences for clients with NatWest, Royal Bank of Scotland, Ulster Bank business current accounts or Mettle accounts.

Migrating clients to FreeAgent

QAccounting successfully migrated 65 clients to FreeAgent with the help of FreeAgent’s dedicated team. “We were assigned an Implementation Consultant as our main FreeAgent point of contact, and met several team members from the Migration team,” Ian explains. “They took the time to understand our client base, discussed billing arrangements, and were flexible with their terms, which made the transition much smoother.” 

With careful planning, the FreeAgent team made sure the migration went off without a hitch.

Client communication is key 

Clear communication with clients was essential during the migration process. QAccounting kept clients informed every step of the way, explaining the reasons behind the switch, the benefits of FreeAgent, and how the price changes would affect them. “We outlined the timescales involved and made sure clients knew when they could have access to their financials,” says Ian. This transparency helped manage expectations and allowed clients to plan accordingly. To support this, FreeAgent offers a range of resources, such as our client intro tool, email templates and guides, all designed to help accountants communicate key deadlines like Self Assessment and MTD with clarity. 

Tailored training for the team 

To ensure the QAccounting team was fully prepared, FreeAgent provided remote, tailored training. “We opted for high-level training for our client-facing staff to help them understand the system’s scope and key features,” Ian explains. “For our processing teams, we focused on more detailed training, particularly around payroll.” 

The training was delivered professionally, and whenever questions arose, FreeAgent’s Migration team was quick to offer follow-up support.

Now, QAccounting’s team feels right at home using FreeAgent, finding it simpler and more intuitive to use than other competitive services. 

Clients love the software

The feedback from QAccounting’s clients has been very positive. “Our clients are very happy with FreeAgent,” says Ian. “They find it easier to use and understand compared to other cloud-based services.” Eligible clients are delighted with the bonus of getting the software for free.*

Looking ahead with FreeAgent

With the migration complete and clients already reaping the benefits, QAccounting feels more confident than ever in their ability to provide exceptional services to SMEs. Plus, with an Account Manager always on hand, they receive ongoing support and expert guidance from FreeAgent. 

QAccounting’s smooth migration is proof that making the switch to FreeAgent can be seamless for your firm too! Whether you’re dealing with rising costs or simply looking for better options, FreeAgent’s simple migration process and comprehensive support make the transition effortless. Why not sign up for a free trial today? And if you’re already a FreeAgent Partner, don’t hesitate to get in touch with your Account Manager for any migration support you need. 

*Optional add-ons may be chargeable

Find out more about QAccounting here.