Onboarding your clients to FreeAgent

Get your clients off to a flying start with FreeAgent’s stellar onboarding steps.

Save time and reduce stress, no matter where your clients are in their FreeAgent journey.

Illustration of a yellow school backpack sitting next to a blackboard on an easel that has the FreeAgent logo and 'Welcome' written underneath.

Prepare your clients

Help your clients familiarise themselves with FreeAgent by addressing any worries they might have about using accounting software. A quick chat with you can reassure them of how easy and intuitive FreeAgent is to use. Here are some handy resources to get started.

Share our new client starter pack with your clients

This pack has all the information your clients need to get started with FreeAgent. Download now or ask your Account Manager for printed copies.

Some handy resources

We’ve selected resources especially for you to share or use during your first onboarding calls.