Welcome to FreeAgent! First steps for FreeAgent Partners

To make your onboarding as smooth as possible, we've picked a few key steps to help you get started, including how to get free licences for you and your clients.

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  1. Sign your agreement

    Take the very first step in becoming an official FreeAgent Partner. If you've not yet signed your agreement, check your email or get in touch with your account manager.

  2. Become an accredited Partner

    Take our FreeAgent Essentials course and quick open-book exam to become an Accredited Partner and earn your digital badge.

    Get accredited

    Marketing tip: Add your digital badge to your website and email signature to promote your new credentials.

  3. Personalise your Dashboard

    Make the Dashboard work for you by adding your logo, updating your settings and adding any colleagues

    Take me to my Dashboard

  4. Add existing FreeAgent clients to your Dashboard

    If you have clients that already use FreeAgent, you can add them to your Practice Dashboard

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Need help?

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Your account manager is with you every step of the way.

practices@freeagent.com

0131 443 2322

Your dedicated account manager, personalised name, is with you every step of the way.

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  1. Create new FreeAgent licences

    You can create new FreeAgent licences for clients directly from your Dashboard.

    Our shareable content, client intro tool and Mettle web page make it easy to explain the benefits of using FreeAgent.

    From sole traders to limited companies, FreeAgent is perfect for small businesses with 10 employees or less.

    Add a new client

  2. Set up a Direct Debit

    It’s easy to set up a monthly Direct Debit with FreeAgent using GoCardless. Just click below to set up your monthly FreeAgent invoice payments.

    Set up GoCardless Direct Debit
    How will invoice payments work?

    On the 1st of the month

    You will receive an automatically generated invoice via email. It will include a link to your Practice Dashboard so you can see which clients you’re being invoiced for.

    On the 8th-10th of the month

    FreeAgent will request the invoice amount via GoCardless Direct Debit. You’ll be notified by email that a payment is due to be processed three working days before the charge date.

    On the 16th of the month (or the following working day)

    Your account will be debited the full amount of your invoice.

    Please check your invoice amount and let us know of any discrepancies before the 4th of the month so we can check and amend the amount if required.

    What if my bank details change?

    You will need to fill in the GoCardless Direct Debit form again with your new bank details and cancel your old Direct Debit. GoCardless explains here how to do this.

    FreeAgent is not able to make this change for you, as we don’t have access to your bank details when you set up the Direct Debit with GoCardless.

    What if my payments are cancelled or fail?

    If you cancel your Direct Debit, or if the monthly Direct Debit payment fails, our accounts team will get in touch to understand why.

    If we don’t hear back from you within a reasonable period of time, FreeAgent has the right to suspend your Practice Dashboard until we hear from you or you set up a new Direct Debit.

Image showing the NatWest, Royal Bank of Scotland, Ulster Bank, and Mettle logos arranged in a two by two grid.

Did you know your clients can get FreeAgent for free?

FreeAgent is free for clients who have a NatWest, Royal Bank of Scotland or Ulster Bank business current account (for as long as they retain the account), or a Mettle account (if they mark Mettle as their primary account in FreeAgent). Optional add-ons may be chargeable.

Find out more about free licences

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Be inspired by Partner stories

Hear how other Practice Partners have used FreeAgent to help their small business clients with their daily admin.

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Get featured in our accountant and bookkeeper directory

Each year, our directory is viewed over 40,000 times by clients searching for FreeAgent accountants and bookkeepers.

Once you become accredited and have added a client to your Practice Dashboard, you can submit your details. 

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Get expert advice from our friendly support team

Our UK-based support team are on hand to answer any software questions you may have.

Drop a message to
practicesupport@freeagent.com
or call on 0800 025 3800.