Skip to main content Effortlessly switch clients to FreeAgent: easy client migration options
Switching clients to FreeAgent is much easier than you think – in fact, we’ve designed it that way. Whether you’re migrating a handful or hundreds of clients, we’ve got a solution that fits your needs perfectly. Switching shouldn’t be stressful, and with FreeAgent, it isn’t.
In this blog, we’ll explore how easy it is to migrate clients over to FreeAgent and the three simple options you can choose from, depending on the support you need.
Option 1: Manually move a few clients
If you’ve got just a handful of clients to bring over, you might want to handle the transition yourself. With FreeAgent’s step-by-step resources and extensive Knowledge Base at your fingertips, you can power through the migration process with ease. You’ll also have access to our dedicated Implementation Team who are just an email away. Their specialist expertise means they’ll be able to answer any of your switching questions, no matter how big or small. This option is perfect for practices with a small number of clients to bring over or those who want to take the reins themselves.
Option 2: We support you every step of the way
Got more than a few clients to migrate? No problem! If you’re handling a larger volume, FreeAgent’s here to help. We offer personalised support throughout the entire process. From showing you how to build the right spreadsheet for client data to bulk importing licences for you, we’ve got you covered. We’ll even help you prioritise which client segments to tackle first to make sure the process is as efficient and smooth as possible.
Option 3: We manage the whole process
For practices that are migrating a very large volume of clients, we can manage the process from start to finish. Sit back and relax while we handle everything - from the data import to setting up your clients in FreeAgent. This full-service migration ensures a seamless experience, so you can focus on what matters most: your clients.
“We found data transition straightforward and easy to manage with invaluable assistance from FreeAgent every step of the way. As soon as we were live, we could quickly and easily get real-time information for our clients as well as receive automatic alerts to spot errors in clients’ bookkeeping.”
- Neil Armitage, Umbrella
Ready to start? Let’s chat!
If you’re ready to bring more clients over to FreeAgent, it’s time to get in touch. Our Implementation Team is your first port of call to help you plan your migration strategy. Drop them an email at migrations@freeagent.com to let them know you'd like an initial chat, and they’ll take it from there!
And remember, if you need help introducing your clients to FreeAgent, we have our client intro tool which can help you create tailored introductions for your clients, as well as our client starter pack that you can download and share.