Message: Get started with FreeAgent

Suggested messaging to help your clients get started with FreeAgent.

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Get started with FreeAgent

Get off to a flying start with FreeAgent

Take the first step towards easier finances

Short form

Get off to a flying start with FreeAgent! Download the app, register for a live webinar and discover its most popular features.

Long form

We want to help you get off to a flying start on FreeAgent.

We’ve laid out a few simple steps for you to follow at your own pace, designed to cover the most popular FreeAgent features:

1. Download and install the FreeAgent mobile app - Android / iOS

   Keep your business finances at your fingertips!

2. Enable tax timeline notifications on your phone

   So you always know how much tax you owe and when it's due

3. Set up your bank feed

   Keep track of cashflow and balance wherever you are

4. Register for a free Getting Started webinar

   Ease into FreeAgent with a 30-minute overview online

5. Create an expense on your phone

   Save time by taking photos of your receipts on the go

Hungry for more? Explore FreeAgent’s Knowledge Base, full of helpful guides and videos.

Need help? FreeAgent has a very responsive Support team. Available Monday-Friday 9am-5pm, on 0800 288 8691 or email support@freeagent.com.

Useful links

• Tour of FreeAgent Mobile app https://www.freeagent.com/features/mobile/

• Apple Store link to download the iOS app https://itunes.apple.com/app/freeagent-mobile-invoicing/id975591071

• Google Play link to download the Android app https://play.google.com/store/apps/details?id=com.freeagent.mobile

• FreeAgent Mobile FAQs https://www.freeagent.com/support/kb/getting-started/freeagent-mobile-faqs/

• Fingerprint authentication on FreeAgent Mobile https://www.freeagent.com/blog/freeagent-mobile-stay-secure-with-fingerprint-authentication/

• Enabling tax timeline notifications https://www.freeagent.com/blog/freeagent-mobile-dont-sweat-your-business-health/

• Set up bank feed https://support.freeagent.com/hc/en-gb/articles/360006470520-How-to-set-up-a-bank-feed

• Register for a webinar https://www.freeagent.com/support/getting-started/

• FreeAgent Support Team https://www.freeagent.com/support/

• Knowledge Base https://www.freeagent.com/support/kb/

• FreeAgent Support and Knowledge Base https://www.freeagent.com/support/

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