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 (opens in new tab)

    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 (opens in new tab)

    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 (opens in new tab)

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Need help?

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


0131 443 2322

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



  1. Create new FreeAgent licences

    You can create new FreeAgent licences (opens in new tab) for clients directly from your Dashboard.

    Our shareable content (opens in new tab) , client intro tool (opens in new tab) and Mettle web page (opens in new tab) 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 (opens in new tab)
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 (opens in new tab) account (if they mark Mettle as their primary account in FreeAgent). Optional add-ons may be chargeable.

Find out more about free licences (opens in new tab)

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Need help? Just ask your account manager

at practices@freeagent.com or call on 0131 443 2322

Need help? Just ask your account manager personalised name

at # or call on #

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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
or call on 0800 025 3800.