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The more FreeAgent clients you add to your Practice Dashboard, the bigger the rewards.
Unlock discounts as you climb through our Bronze, Gold, Silver, and Platinum levels.
Being a Partner has its benefits
All FreeAgent Partners, no matter their level or size, are entitled to big discounts, responsive human support and tangible benefits.
Big discounts
Supercharge your discounts and benefits as you add more active clients to your Practice Dashboard.
A directory listing
Secure a listing on our accountant and bookkeeper directory - over 1,000 users look for an accountant or bookkeeper every month!
CPD points
Access FreeAgent’s CPD-accredited learning and accreditation modules. Plus, earn even more points at Partner events and roadshows.
Responsive, human support
Your dedicated account manager and our friendly technical support team are just a phone call or email away.
Exclusive events
Save your spot at partner-exclusive events and receive invites to our quarterly ‘What’s new?’ webinar.
Help onboarding clients
FreeAgent is easy for clients to use - our onboarding resources, training support and guidance make it a breeze.
Explore our different Partner levels
As you add clients to FreeAgent, you’ll move your way up our Partner levels, gaining further access to exclusive benefits and discounts.
All your Partner benefits at a glance
Check out the supercharged rewards for you and your practice.
Product and support
Explore your benefits including discounts, training sessions and unlimited technical support.
| Partner | Bronze | Silver | Gold | Platinum | |
|---|---|---|---|---|---|
| No. of active licences | 1 | 10 | 35 | 75 | 300 |
| Discounts to licences and paid add-ons | Yes | Yes | Yes | Yes | Yes |
| Access to all the features of our award-winning software (paid add-ons may apply) | Yes | Yes | Yes | Yes | Yes |
| Membership of our research and development pool | Yes | Yes | Yes | Yes | Yes |
| Access to Practice Insights | Yes | Yes | Yes | Yes | Yes |
| CPD-accredited learning: Essentials, Accreditation, special modules | Yes | Yes | Yes | Yes | Yes |
| Automatic onboarding journey for you and your clients | Yes | Yes | Yes | Yes | Yes |
| Unlimited technical support via email, chat and telephone from qualified accountants | Yes | Yes | Yes | Yes | Yes |
| Bespoke technical training sessions for you and your staff | Yes | Yes | Yes | Yes | Yes |
| Expert assistance to migrate your clients to FreeAgent | Yes | Yes | Yes | Yes | Yes |
| A complimentary FreeAgent licence to run your practice’s finances | No | Yes | Yes | Yes | Yes |
| Access to FreeAgent's accountant and bookkeeper community | No | Yes | Yes | Yes | Yes |
| Access to your own dedicated account manager | No | Yes | Yes | Yes | Yes |
| One-to-one insight and marketing consultations, plus training sessions and workshops | No | No | No | Yes | Yes |
Practice growth
Explore your benefits including cobranded assets for your practice, swag and a dedicated marketing contact.
| Partner | Bronze | Silver | Gold | Platinum | |
|---|---|---|---|---|---|
| No. of active licences | 1 | 10 | 35 | 75 | 300 |
| Your own listing on our accountant and bookkeeper directory | 1+ client and valid accreditation | Yes | Yes | Yes | Yes |
| Access to exclusive digital marketing resources on the Practice Portal | Yes | Yes | Yes | Yes | Yes |
| A free pack filled with marketing materials to share with potential clients | No | Yes | Yes | Yes | Yes |
| Stickers and badges | No | Yes | Yes | Yes | Yes |
| FreeAgent branded t-shirts, promotional assets and merchandise on request | No | No | Yes | Yes | Yes |
| Co-branded marketing assets for your practice on request | No | No | No | Yes | Yes |
| A dedicated marketing contact | No | No | No | No | Yes |
Education and events
Explore your benefits including invites to CPD-accredited events.
| Partner | Bronze | Silver | Gold | Platinum | |
|---|---|---|---|---|---|
| No. of active licences | 1 | 10 | 35 | 75 | 300 |
| Access to exclusive CPD-accredited events and webinars including Roadshows and masterclasses | Yes | Yes | Yes | Yes | Yes |
| Invites to the Quarterly 'What's New?' product update webinars | Yes | Yes | Yes | Yes | Yes |
| Access to our annual hospitality event | No | No | Yes | Yes | Yes |
| Opportunities to be a guest panellist or speaker at events and webinars | No | No | Yes | Yes | Yes |
| Access to our annual Platinum Partner event | No | No | No | No | Yes |
Join our exclusive Facebook community for Bronze Partners and above
Join Will Farnell, Lucy Cohen, Martin Bisset, and 100+ members in our private group in collaboration with ProNation to explore trending topics and connect with peers.
Start adding clients to your Practice Dashboard
Ready to get started? Add your clients to FreeAgent for big discounts and extra rewards as you climb through our Partner levels.
Add clients to your Dashboard