Accounting is easier with a CoPilot

Avoid turbulence in your business finances by pairing up with one of our partner accountants.

Illustration of two people flying a plane together

No need to fly solo

With CoPilot, you can find and work with the best fit for you.

Quick to compare, quick to get started

Check the key information about our CoPilot accountants, so you can make an informed decision in record time.

An accountant you can rely on

Choose from our list of specialist accountant partners, matched to your business size and sector, who know FreeAgent inside and out.

Custom quotes for your business

You can message each prospective accountant who will tailor their packages to your exact business needs.

Everything in one place

From initial enquiry to managing your service package, you’ll be able to do it all inside your FreeAgent account.

What could your CoPilot accountant do for you?

Our CoPilot accountant partners can build a custom proposal to suit you and your business.

Illustration of a filing cabinet drawer labelled ‘HMRC’ emerging from a laptop screen.

File tax returns

Your accountant can prepare and check your tax returns and file to HMRC on your behalf. Plus, they’re experts who can help you comply with Making Tax Digital for Income Tax and VAT.

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Manage your bookkeeping

Your accountant can help with your financial admin: they can categorise expenses, match income to invoices and produce management accounts.

Illustration of a flatbed truck transporting a giant coin on its back.

Run monthly payroll

If you have employees, your accountant can generate their payslips, send Real-Time Information (RTI) to HMRC and prepare other payroll forms like P60s or P45s.

How CoPilot works

Prepare for a fast take-off and smooth landing thanks to our simple process.

Browse our accountants

Take a look through our CoPilot accountant partners to quickly find the right fit for your business needs. 

We’ll show you matches specific to your company and business type, and prioritise accountants with strong experience in your sector.

Image of different accountants that matches your need the best

Start asking questions

You can send enquiries to different accountants to get to know them, view their typical prices and packages and narrow down your ideal fit.

FreeAgent can speed up this process by sharing high-level information with your prospective accountant to help kick off your conversation.

Image of an enquiry that you can send off to the relevant accountant

Choose your accountant

Once you’ve found an accountant you’re happy with, you can work with them to customise their package - agreeing which services will make up the final unique package for your business. 

When you’re packed up and ready to fly, you can accept their proposal and get started with CoPilot.

Image of an example of a package you and your accountant can agree on

Frequently asked questions

What data will FreeAgent share when I contact an accountant?

If you tick the box to consent to your data being shared, we’ll share basic information about your account, including your business name, contact details and most recent Profit & Loss. This will give your prospective accountant the information they need to customise their proposal to your needs. 

Your data will be held securely within FreeAgent for your prospective accountants to view in their dashboard. They will not retain your information if you decide not to accept their proposal. For more information on how FreeAgent handles your data, read our privacy notices.

How much will my CoPilot accountant cost?

Each CoPilot accountant listing on our directory will show their typical prices based on your company type and business type. The final price will vary depending on the custom services that you agree with your accountant.

How will payment be taken?

We’ll take payment for CoPilot on your next FreeAgent payment date. The CoPilot charge will be added to your usual subscription amount and taken each month for as long as you subscribe to the service. If you pay for FreeAgent annually, you’ll be billed each month for CoPilot in addition to your annual subscription.

What if I'm not happy with the accountant I select?

In the unlikely event that you and your CoPilot accountant can’t resolve any issues directly, FreeAgent’s expert support team will be able to help.

Can I cancel my subscription?

You can cancel your subscription within your CoPilot dashboard, with one month’s notice.

What is FreeAgent's relationship to its CoPilot accountant partners?

CoPilot partner accountants are accountants based in the UK who already use FreeAgent with their clients. They are not employed by FreeAgent or any outsourced service provider. 

All CoPilot partner accountants have passed FreeAgent’s accreditation exam and have been using FreeAgent with their clients for at least a year. A CoPilot partner accountant will have the knowledge and experience to help you get the most out of using FreeAgent.