An expert accountant, right by your side in FreeAgent
CoPilot is a revolutionary way of working with an accountant partner, directly within FreeAgent.
- Work in FreeAgent with an accountant partner
- Get their help with managing your business
- Make the most of their expert industry insight
Register your interest when you sign up for a free trial and we’ll get back in touch with more information.
Already a FreeAgent customer?
CoPilot makes it easier than ever to find and work alongside an accountant
Our specialist CoPilot accountant partners can help take the stress out of doing your business finances. They’re all experts in FreeAgent and have years of experience working with small businesses like yours and giving them the support they need to be successful.
How CoPilot works
-
1. Choose your accountant
Take a look at our CoPilot accountant partners to find the perfect fit for your business. Once you've decided which one you want to work with, send them a message.
-
2. Get to know each other
Your chosen CoPilot accountant will be in touch to see if you have the right chemistry to work together. Once you've decided, you can sign up to CoPilot right away. At this point you can also discuss costs for any historic filing.
-
3. Start working together
Once you've signed up, you can start working with your accountant from right inside your FreeAgent account.
Just register your interest when you sign up for a free trial and we’ll get back in touch with more information.
What will a CoPilot accountant partner do?
Your CoPilot accountant can help take the stress out of doing your business finances and enable you to grow with confidence. All the accountancy services listed below are included in the monthly fee.
Your CoPilot accountant will:
- prepare and file your Self Assessment tax return
- check your bookkeeping process is accurate and up to date
- check you’re claiming all the right expenses and guide you on which expenses you can claim
- give support and advice on your business finances when you need it
- have access to an in-app messaging tool to answer questions
- help ensure you pay the right amount of tax
If you're VAT registered
- help you prepare and file your VAT returns, including MTD-compliant VAT returns
If you run payroll:
- help you prepare and file payroll
Your CoPilot accountant will:
- check your bookkeeping process is accurate and up to date
- check you’re claiming all the right expenses and guide you on which expenses you can claim
- prepare and file your company’s annual accounts and Corporation Tax
- prepare and file up to two directors’ Self Assessment tax returns
- give support and advice on your business finances
- give support and guidance on paying dividends
- have access to an in-app messaging tool to answer questions
- help ensure you pay the right amount of business tax
If you're VAT registered
- prepare and file your VAT returns, including MTD-compliant VAT returns
If you run payroll:
- prepare and file payroll
Your CoPilot accountant will:
- prepare and file the partnership tax return
- prepare and file each partner’s Self Assessment tax return
- check your bookkeeping process is accurate and up to date
- check you’re claiming all the right expenses and guide you on which expenses you can claim
- give support and advice on your business finances
- have access to an in-app messaging tool to answer questions
- help ensure you pay the right amount of tax
If you're VAT registered
- help you prepare and file your VAT returns, including MTD-compliant VAT returns
If you run payroll:
- help you prepare and file payroll
Your CoPilot accountant will:
- check your bookkeeping process is accurate and up to date
- check you’re claiming all the right expenses and guide you on which expenses you can claim
- prepare and file your business’s annual accounts and Corporation Tax
- prepare and file each partner’s Self Assessment tax return
- give support and advice on your business finances
- have access to an in-app messaging tool to answer questions
- help ensure you pay the right amount of business tax
If you're VAT registered
- prepare and file your VAT returns, including MTD-compliant VAT returns
If you run payroll:
- prepare and file payroll
How much does CoPilot cost?
Sole trader | Not VAT registered | VAT registered |
---|---|---|
0-2 employees | £30.00 / month | £45.00 / month |
3-10 employees | £50.00 / month | £65.00 / month |
Partnerships* | ||
0-2 employees | £50.00 / month | £65.00 / month |
3-10 employees | £70.00 / month | £85.00 / month |
Limited companies & limited liability partnerships* | ||
0-2 employees | £60.00 / month | £75.00 / month |
3-10 employees | £80.00 / month | £95.00 / month |
* Partnerships pricing is limited to two partners' Self Assessment per annum
All prices are in addition to your usual FreeAgent subscription and are shown without VAT
Your accountant may ask for an initial one-off payment on top of your subscription for work which falls outside of the CoPilot service, for example reviewing historic accounts or dealing with late tax returns. FreeAgent will retain 20% of the monthly payment and 20% of any one-off fees paid to your CoPilot accountant.
Existing FreeAgent customers
Interested in CoPilot? Why not contact our support team? They'd be happy to help you decide if CoPilot is right for you and your business.
Contact support
Frequently Asked Questions
What is FreeAgent’s relationship to its CoPilot accountant partners?
Why can’t I see any mention of CoPilot in my account?
What if I’m not happy with the accountant I select?
How will I communicate with my accountant?
What do the identity checks with my accountant entail?
Can I cancel my subscription?
How will payment be taken?
What is an additional fee?
Need to know more?
If you still have questions about CoPilot and how it could help your business, we're happy to discuss whether it's right for you.
Email us at support@freeagent.com or call us on 0800 288 8691. Phone lines are open Monday - Thursday, 9am to 5pm and Friday, 9am - 4pm.
Get started today
Just register your interest when you sign up for a free trial and we’ll get back in touch with more information.