First steps for new partners

Welcome to FreeAgent - we’re delighted to have you on board! Here's some key information to help you get started on your journey with us.

Agreement signed

Live webinar 1: FreeAgent Essentials

A must for new partners. Learn to master FreeAgent and prepare for the Essentials accreditation exam.
Register

Personalise your dashboard

Add your logo, update your settings
and invite a colleague to join you on the journey.

Take a tour of a client’s account

Switch to view a client's account using your dummy client, Boggle IT.

Transfer any existing clients

Do you have clients that are already using FreeAgent? Add them to your dashboard.
Learn how

Automate your invoice payments

It’s easy to set up a monthly direct debit in FreeAgent using GoCardless.

Live webinar 2: What's new?

Our 30-minute webinars, held every quarter, are the best way to catch up on recent FreeAgent product updates.
Register

Discover the FreeAgent mobile app

Experience how clients can snap expense receipts, send invoices and check finances on the go.

Watch video

Explore resources on our Practice Portal

Find helpful guidance, interesting product news, inspiring webinars and exciting events.
Portal home

Start inviting clients to use FreeAgent

Once you feel confident and ready, give your clients a warm welcome to an easier way to manage their finances.
Check out the practical guide