The FreeAgent product timeline

You can now sync all settlements from these four marketplaces into FreeAgent with our Equali integration.

MTD for Income Tax is going mobile. Stay compliant on the go, handling your quarterly updates wherever and whenever you choose.

Enjoy greater control over client tax workflows from the Practice Dashboard with settings for visibility, filing permissions and approvals, across Income Tax, VAT, End of Year, CIS and the Tax Timeline.

Easily transform messy rental statements into neat, digital entries. We’ll automatically extract income and fees from agency statements, match them to your properties and assign accounting categories.

We've upgraded your Practice Dashboard by replacing the ‘Senior’ and Non-senior’ roles with four new flexible roles designed to give you more control and improve security.

You can now see the status of attachments in the Show Transactions report to save time on manual checks. Attachment details are now also included when exporting the report to a .PDF or .CSV file.

Automatically detect and flag potential tax errors, transaction errors and duplicate entries to increase accuracy, save time and avoid costly penalties.

Senior account managers on a Practice Dashboard can now unlock filed VAT returns without contacting the FreeAgent support team, helping practices make VAT corrections quickly.

Automatically prepare quarterly MTD for Income Tax updates, request client approval and submit to HMRC on schedule, so you can manage high volumes without manual chasing.

You can now filter existing accounting reports in unincorporated landlord accounts by property name.

Making MTD for Income Tax quicker to manage with bulk actions. You’ll be able to file multiple quarterly updates to HMRC, mark multiple submissions as filed and send batches of quarterly updates to clients for approval, in bulk.

Get closer to your numbers, share business results and plan for what’s next with our Fathom integration.

Set alerts for your clients’ MTD for Income Tax filing deadlines, including how many days’ notice you’d like.

Assign your opening trade credit and debit balances to contacts, making it easier to track your money coming in and going out.

View filed submissions and client approvals for all of your MTD for Income Tax clients.

You can now add notes to each report in the management reports pack.

A handy summary of your clients' MTD for Income Tax submission statuses.

Our mobile app cameras are now better at detecting long receipts and we’ve sped up Smart Capture processing.

Great news if you have clients who bank with Mettle! You can now refresh their expiring bank feed connections for them.

Run payroll in bulk for clients other than your own using the existing account manager and client group functionality.

You can now send pro-forma requests to detail goods or services prior to a subsequent VAT invoice.

Quickly and accurately explain a single bank transaction across multiple invoices, bills or credit notes.

You can now invite clients to link their account from your Practice Dashboard.

Instantly collect one-off payments directly from your customers via open banking.

FreeAgent Practice Partners with an agent services account can now join HMRC’s pilot programme and use FreeAgent to make MTD for Income Tax submissions for the 2025/26 tax year on behalf of their eligible sole trader clients.

You can now set up a Stripe bank feed on desktop or mobile to automatically import and reconcile your Stripe transactions and fees.

You can now make corrections to your previous years’ payroll for statutory pay, CIS and more.

You can now set the ownership of each individual property, rather than having to use the same ownership for all properties.

A series of improvements to the Profit & Loss (P&L), Balance Sheet, Aged Debtors and Creditors, and Customer Sales reports to allow you to view and analyse data with greater ease and clarity.

You can now speed up your payroll admin by checking your employees’ latest tax codes and student loan deductions in FreeAgent.

Choose which items and tax amounts are displayed on your Tax Timeline in FreeAgent.

Our Practice Partners now receive notifications in the Practice Dashboard on the latest product updates, helping boost support for clients.

You can now enter assets with no depreciation or using the reducing balance method. The Capital Assets report now also better reflects the depreciation of assets.

Sole traders and limited company directors can now submit property and self-employment income directly to HMRC using FreeAgent.

Unincorporated landlords can now submit property and self-employment income directly to HMRC using FreeAgent.

You can now file an item, mark an item as paid and filter the items on your Tax Timeline.

Send your final payroll submission to HMRC to close your PAYE scheme using FreeAgent.

The Cashflow forecast now includes transactions from credit cards, personal accounts and foreign currency accounts.

You can now make corrections to payslips in a previous tax year.

You can now reconsent Open Banking Bank feeds for most major banks without having to leave FreeAgent.

You can now split the ownership of properties between multiple individuals when using an unincorporated landlord account in FreeAgent.

An exportable transaction list and reconciliation summary for bank accounts across a specified date range.

We’ve released a number of time-saving updates to the FreeAgent mobile app.

Sole traders and partnerships can calculate their accounts on the cash basis.

You can now use custom balance sheet categories when explaining bank transactions in FreeAgent.

Bills can now have multiple line items with different categories and tax rates, making it easier to create and reconcile bill payments.

A new version of FreeAgent built specifically for our Practice Partners to use with clients who earn income from property.

Self Assessment filing for 2021/22 is live. You can now submit your 2021/22 tax return directly to HMRC through FreeAgent.

We’ve added CT600A supplementary pages to the year-end filing process in FreeAgent. This functionality allows businesses to file their Corporation Tax returns through FreeAgent when any of the directors or shareholders have debit balances on their loan accounts at year end.

FreeAgent now integrates with Tyl by NatWest. Tyl simplifies card payments for small businesses.

‘Capture for later’ with Auto Extract now automatically extracts the date and amount from receipts.

Self Assessment filing for 2020/21 is live. You can now submit your 2020/21 tax return directly to HMRC through FreeAgent.

You can now identify whether your bank account balance matches your bank balance in FreeAgent.

Our iOS app is now optimised for the iPad’s bigger screen.

You can now quickly snap and store receipt images on the mobile app.

We’ve just launched some brand new functionality that builds your near-term cashflow forecast.

We’ve just released the Corporation Tax form in FreeAgent, also known as the CT600.

FreeAgent customers with NatWest, Royal Bank of Scotland or Ulster Bank NI-funded accounts can now pay supplier bills within FreeAgent.

Invoices and credit notes can now be matched and netted off automatically.

Select tax treatments for your capital assets and we’ll now automatically calculate your capital allowances.

Self Assessment filing for 2019/20 is now live!

Radar is the new and improved home for Insights, designed to make you more productive and better at business.

You can now view and compare quarterly periods within your profit & loss report.

Now account managers can ask Ruby a question and she'll respond with relevant Knowledge Base articles.

You now have the ability to add new types of capital asset.

You can now view year-on-year comparisons of the Profit & Loss report.

A brand new, fully native version of our iOS app.

Bills can now be created and accounted for in multiple currencies!

In addition to supporting quarterly VAT return filing we now also support monthly and annual VAT return filing.

You can now reorder expenses by date, description and amount when viewing all expenses for a user.

You can now find, filter and bulk edit your bank transactions with our enhanced search.

To tidy things up, you now have the option to group together all expenses as one line item on your invoices.

It's now super clear which transactions are included in each box on your return.

Statements sent to customers now include your payment details, as a reminder to encourage payment.

We've added new tabs for bills and recurring invoices so everything is neatly packaged in one place.

We've added additional filters so you can view timeslips for each user.

A new design for the FreeAgent header and footer.

The invoice history in your billing area can now be sorted by date.

We'll now notify you when an email you've sent bounces.

Find out who your slowest paying clients are.

A breakdown of your sales by customer over different time periods.

Our guessed explanations for bank transactions just got a whole lot smarter.

You can now track all recent logins and login attempts to your account.

Prepare and export your EC sales list.

Giving you a clearer view of your business finances.

You can now set default payment terms for each of your contacts.

Increased app performance by moving to SmartOS Zones to make better use of physical hardware.

Spring cleaning and re-organising the navigation on FreeAgent Mobile.

Get alerts for your tax deadlines.

Have your income and running costs with you at all times!

Work from anywhere with time tracking on mobile.

The FreeAgent Mobile app, now available on Android too!

Automate online payments with Direct Debit mandates and auto-reconciliation.

Goodbyes just got easier now that you can generate P45s for leavers.

Faster. Better! A whole new way to explain your statements in record time.

Stay safe out there kids. Lock down your account data to keep it secure.

One small step for FreeAgent; one giant leap for limited companies.

Set up and account for your foreign currency bank accounts. It was worth the wait yeah?

Support for the employer's National Insurance saving scheme. Bonus!

About as exciting as payroll documentation gets

Proper support for the common tax return forms. Up next: filing!

Hotly anticipated, the latest tranche of big hitter bank feeds hits FreeAgent.

So now you can easily account for those Danish pastries and French Fancies.

Fully integrated HMRC-recognised payroll at no extra cost. Now, that's what we're talking about.

Search across the data in your account with the new super-slick search facility.

New and shiny updated tax return forms, making tax time easier than ever.

Unleash your latent creativity with the new email editor. Comic Sans and clip art ahoy!

Improving the experience and tracking of taking invoice payments with PayPal.

With five new account types and customisation for y'all in the US.

The first direct feed of its kind with Barclays Bank.

Saving your fingers those extra few taps with a new, snappier domain name.

Upload and store your documents. Like totally in the cloud man.

If you sell stuff, as opposed to services, then this one's for you.

Track who owes you what and who you owe.

Nuke it from orbit, it's the only way to be sure.

Customise the chart of accounts so you can closely track your duck moat expenditure.

The portal for accountants gets some new threads.

Add notes against contacts or projects for future reference.

Import projects and contacts from everyone's favourite project management solution.

Unleash your inner (or outer) designer with your own invoice designs.

Get a quick overview of how your projects are doing.

Never chase those pesky late paying clients again!

Simple control access for everyone who uses your FreeAgent account.

Watch the ups and downs of your bank balance over time. Sigh.

Invoices no longer need to be tied to projects! Hurray!

Track which suppliers you owe money to with Bills.

Track what you're making and spending by month and year.

Wield the mighty power of journals. But do it wisely.

By popular demand, set expenses to recur, just like invoices.

Choose from a gallery of new, swanky invoice designs.

Now everyone around the world can get in on the action.

Generate and download PDF vouchers.

Hey, we need to eat too.

Set up automatic import of statements from PayPal.

But we're the giving kind too.

The more the merrier.

Charge on those expenses to clients. Foie gras sandwiches for lunch anyone?