Meet FreeAgent

Accounting software for accountants and their clients

What is FreeAgent?

We’ve partnered with FreeAgent to give accountants and their customers online cloud accounting software. Integrated with your clients’ bank account, FreeAgent helps to keep business finances on track. Even better, it's currently free for you and your Royal Bank of Scotland Business Banking clients.

More than just software

As a FreeAgent partner, you and your clients both receive lots of benefits. Here's some of the benefits you'll receive from becoming a partner: 

  • Migration support to get you and your clients all set up on FreeAgent
  • One-to-one training to help you and your team become accredited FreeAgent experts
  • Promotion of your practice on the FreeAgent Accountant Directory

All the features you need

For you

FreeAgent could support you

As an accountant FreeAgent understand your everyday tasks, that's why FreeAgent aim to save you time and hassle.

  • Run bulk payroll and submit RTI directly to HMRC
  • Manage your clients at a glance from the Practice Dashboard
  • Set individual user access levels for each client
  • File Self Assessment and VAT returns directly to HMRC
  • Run IR35 reports with real time calculations
  • Work with CIS subcontractors using FreeAgent’s CIS support and filing.

For your clients

FreeAgent could support your clients

You have lots of clients and not enough time, let FreeAgent help you keep your clients finances on track.

  • Comprehensive iOS and Android mobile apps, perfect for tracking expenses on the go
  • Automated bank feeds, slick invoicing and bulk bank reconciliations
  • Tax timeline provides live updates of clients’ tax projections and deadlines
  • Online invoice payment options like Stripe and PayPal
  • User-friendly interface with clear summaries of cash flow, tax liabilities and upcoming deadlines.

Don't just take our word for it

FreeAgent won the Software Excellence Awards for the second year running, as voted for by customers.

Winning 'Small business accounting software of the year' in October 2018.

Prepare yourself for Making Tax Digital

Making Tax Digital, also known as MTD, is a government initiative that sets out a bold vision for a digital tax system. MTD reporting for VAT will become compulsory from 1st April 2019 for all businesses who are, and have to be, registered for VAT.

FreeAgent is working closely with HMRC to ensure that it offers the best possible solution to MTD for your business.

Ready to get started?

Simply click the button below and we'll hand you over to our FreeAgent partners to fill in a short form. They'll be in touch within one working day to set up your FreeAgent dashboard.