Accountants and Bookkeepers

Soar through Self Assessment

With FreeAgent accounting software, you'll have all the client data you need, when you need it.

Try FreeAgent for free

Not an accountant or bookkeeper? Check out FreeAgent for small businesses and landlords

Laptop screen showing the Self Assessment page of the FreeAgent app

Lighten the load this Self Assessment season

  • Spend less time chasing clients and correcting errors with the easy-to-use client mobile app
  • Boost efficiency with Open Banking bank feeds and AI that predicts transactions with 93% accuracy
  • Reduce manual entry with Smart Capture, which automatically extracts and categorises dates and amounts from receipts
  • Cut costs with free licences for clients who have NatWest, Royal Bank of Scotland or Ulster Bank business current accounts (for as long as they retain the account), or Mettle bank accounts (if they make Mettle their primary business account in FreeAgent). Optional add-ons may be chargeable.
Try FreeAgent for free

Helping you get the job done

an illustration of hands passing notes over two screens with graphs

Collaborate in real time

Clients can capture and share information instantly - helping you both meet the deadline.

an illustration of a robot arm stacking letter cubes that spell 'admin'

Connect directly to HMRC

Save time and hassle by filing directly to HMRC.

illustration of a cup of coffee with words 'happy to help' next to a set of headphones

Get help, if you need it

Our UK-based Support accountants have a 97% customer satisfaction rating and are just a call or email away.

Try FreeAgent for free

Webinar | Self Assessment made simple: tech tools to power up your practice

A streamlined digital toolkit can be a real time-saver during the busiest time of the year. Ready to make the most of it? Join FreeAgent’s Tony Stevenson FCA, Steve Cox (IRIS) and Gareth Salomon (Xenon Connect) for this CPD webinar on 27th November at 11am to share their top tips on:

  • how to automate tasks and workflows with the right integrations

  • tips on selecting the best-in-class tech for your practice

  • industry insights and experiences on Self Assessment today

Find out more
Photograph of Tony Stevenson Photograph of Steve Cox Photograph of Gareth Salomon

Featuring speakers from IRIS and Xenon Connect

Pricing for accountants and bookkeepers

Free Practice Dashboard

There's no cost to get started with FreeAgent. Once you sign your agreement, you'll gain access to your free Practice Dashboard and you'll only be charged for the client licences you add.

Discounted pricing options

As part of our Partner Programme, you'll access discounted pricing options for your clients as the number of active licences on your Practice Dashboard increases. See a full breakdown of our standard pricing.

Free licences for your clients…

…with NatWest, Royal Bank of Scotland or Ulster Bank business current accounts or Mettle bank accounts.*

Natwest Bank logo Royal Bank of Scotland logo Ulster Bank logo Mettle by Natwest logo

*For as long as they retain their account or make Mettle their primary business account in FreeAgent. Optional add-ons may be chargeable.

Hear from practices like yours

We’re so proud of how much our users love our software.

I use FreeAgent for the majority of my clients' Self Assessment tax returns, and it's been brilliant. It's so straightforward - the clients actually enjoy it!

Linda Owen MICB
LMO Bookkeeping

FreeAgent has helped us free up our time to add value to other areas of the business.

Marie Hensfield
Sherwin Currid Accountancy Ltd

It's so easy to use and clients love the mobile app. And because it's free with a NatWest or Mettle business bank account it's really a no-brainer!

Suzannah Whelan MICB PM.Dip
Sinclair Whelan Bookkeeping

Request a free trial

Once you submit a request form, you can either book a time slot or we'll call you within two working days. Whichever you choose, we'll be in touch to find out more about your practice and talk you through our software.

Not an accountant or bookkeeper? You might be looking for our free trial for small businesses.

Submitting your details indicates that you are happy for FreeAgent to contact you about relevant services and offers. You can unsubscribe at any time. We are committed to keeping your information safe. Read our Privacy Policy to find out more.