Resources for accountants
A library of useful resources for you and your clients.
Guides for you and your clients
MTD for ITSA workload calculator
Find out how long it will take to get your practice's sole trader and landlord clients ready for MTD for ITSA.
The MTD for VAT Express is here
Download everything you need to get all your clients sorted for MTD for VAT in double-quick time and with minimal hassle.
How to set up your practice and clients for MTD for VAT
A step-by-step guide to getting set up for MTD for VAT with HMRC and then submitting MTD VAT returns for your clients through FreeAgent.
Making Tax Digital for VAT Q&A
To help you get up to speed with MTD for VAT quickly, we've answered some common questions in this handy guide.
How is artificial intelligence (AI) changing the accounting industry?
We explore the role of AI in accounting and consider some of the ways in which it has prompted the industry to evolve.
Webinars and videos
Not a FreeAgent accountant or bookkeeper yet? Find out more about joining our Partner Programme.
New tax year: spring clean your practice processes
From onboarding to pricing, watch this CPD-accredited webinar recording to help you prepare for the year ahead and improve efficiency for both you and your clients.
MTD for ITSA delay: keep your clients on the digital path
Feeling unsure about your next steps following the delay to Making Tax Digital for Income Tax Self Assessment (MTD for ITSA)? Watch this webinar recording for practical tips on how to keep your clients on the digital path and adapt your practice's strategy.
Self Assessment 2023 and beyond: how to set your practice up for success
Watch this CPD-accredited webinar in which our panelists share the valuable lessons they've learned when it comes to nailing Self Assessment season.
MTD for landlords masterclass
FreeAgent’s Darren Kelly and Tony Stevenson FCA, and Wright Vigar's Nick Heawood-Ferriter share their top tips on preparing your practice and landlord clients for MTD for ITSA.
Growth masterclass: how to scale your practice for MTD
Small business owners are facing a cost of living crisis, coupled with the impending introduction of Making Tax Digital for Income Tax Self Assessment (MTD for ITSA). In this webinar recording, our expert panel discuss how these challenges present a growth opportunity for practices.
Panel: what does the future hold for bookkeepers?
FreeAgent’s Head of Partner Sales, Kevin Lord, is joined by Ami Copeland (Institute of Certified Bookkeepers), Joanne Birtwistle (AccountingWEB) and Zoe Whitman FCCA (The 6 Figure Bookkeeper) for an insightful discussion on the future of the industry and the opportunities for bookkeepers.
Kick-start your own bookkeeping business
Watch Chiara Rizzo from FreeAgent, Ami Copeland from the Institute of Certified Bookkeepers and Linda Owen MICB of LMO Bookkeeping and hear their top tips for starting a bookkeeping practice.
Freshen up your practice processes
When is the right time to implement or review processes for your bookkeeping practice? FreeAgent’s host Tony Stevenson is joined by Dext’s Katie Hoare, AccountancyManager’s Jonathan Stobart, Satago’s Leigh Stallard and Safe Hands Bookkeeping's Jason Dalton, who share their top tips for revitalising your practice systems.
MTD for ITSA: what bookkeepers need to know
Get ready for Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) with FreeAgent’s Tony Stevenson and HMRC’s Melanie Hume.
MTD and landlords: getting your clients ready
Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) will mean some major changes for clients with income from property. Watch this recording for top tips on preparing your practice and landlord clients.
Show your clients the ropes: getting started with digital record keeping
This recording featuring FreeAgent’s Kris Sawford gives you all the gear you need to get your clients ready for Making Tax Digital (MTD).
MTD and landlords: preparing your clients for the climb
Get everything you need to help your landlord clients conquer Making Tax Digital (MTD).
Guided by HMRC: navigating the route to MTD for ITSA
Start your journey to Making Tax Digital (MTD) compliance with this webinar recording featuring HMRC’s Melanie Hume.
How to spring-clean your practice processes for the new tax year
The new tax year is the perfect time to polish your practice processes. Ruth Mutasa and Anna Nikolovska explore how you can make your practice more efficient for the year ahead.
2022 and the future of accountancy
With 2021 drawing to a close, our panel of experts look ahead to 2022 and the upcoming developments in accountancy in this webinar recording.
Fine-tune your marketing strategy ahead of MTD
In this recording, you’ll discover how to successfully market your practice as Making Tax Digital ready.
MTD for ITSA: how to help clients get started with digital record keeping
Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) will be one of the biggest-ever changes to the UK tax system. Watch this webinar recording to find out how to get your clients started with digital record keeping ahead of the introduction of MTD for ITSA.
MTD for ITSA: how to prepare your landlord clients
Watch this recording to discover how Making Tax Digital for Income Tax Self Assessment (MTD for ITSA) will affect your landlord clients and how you can prepare them ahead of its introduction.
New product feature: filing year-end accounts
In this recording you’ll discover how you can file your clients’ year-end accounts directly to Companies House and HMRC through FreeAgent.
MTD Base Camp
Watch a recording of our MTD Base Camp virtual event to prepare your practice and clients for the next stages of Making Tax Digital.
Revitalise your bookkeeping systems
In this session FreeAgent’s Practice Implementation Consultant, Tony Stevenson, hosted a fireside chat with Jason Dalton MICB PM.Dip from Safe Hands Bookkeeping.
Tricks and tips for keeping your practice healthy in 2021
Christine Aplin C.MICB PM.Dip of Caplin Bookkeeping hosted a Facebook live Q&A where she shared her practical tips for keeping your practice healthy in 2021.
Panel discussion: the future of bookkeeping
In this session, we were joined by a panel of experts to reflect on the future of bookkeeping
HMRC and FreeAgent: practical tips to help you get ready for the next phase of Making Tax Digital
HMRC and Galloways Accounting join FreeAgent to help you get your practice and small business clients ready for the next phase of Making Tax Digital.
FreeAgent and Ulster Bank NI: supporting you and your small business clients
Learn about FreeAgent’s partnership with Ulster Bank NI and how it can help you and your clients.
FreeAgent and Receipt Bank: how to save time and boost productivity for you and your clients
Learn about the benefits of using automation to collect clients’ bookkeeping data with FreeAgent and Receipt Bank.
Get the most out of practice automation with FreeAgent and AutoEntry
Discover the benefits of FreeAgent’s integration with AutoEntry and learn how to get the most out of practice automation.
FreeAgent and Mettle - supporting you and your small business clients
Nic Vrillaud provides information on Mettle, the new digital business account by NatWest, and how it can help your clients.
Top tips for starting your own bookkeeping practice
Christine Aplin MICB PM.Dip, founder of Caplin Bookkeeping, takes you through her journey from student to successful business owner.
Stay connected: tips and tools for effective client communication while working remotely
Zoe Whitman, bookkeeper and founder of But The Books, shares advice for staying connected with your clients during the coronavirus crisis.