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.
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Agreement signed
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Live webinar 1: FreeAgent Essentials
A must for new partners. Learn to master FreeAgent and prepare for the Essentials accreditation exam.
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Personalise your dashboard
Add your logo, update your settingsand invite a colleague to join you on the journey.
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Take a tour of a client’s account
Switch to view a client's account using your dummy client, My Test Client.
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Transfer any existing clients
Do you have clients that are already using FreeAgent? Add them to your dashboard.
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Automate your invoice payments
It’s easy to set up a monthly direct debit in FreeAgent using GoCardless.
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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.
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Discover the FreeAgent mobile app
Experience how clients can snap expense receipts, send invoices and check finances on the go.
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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