FreeAgent Gold Partner

FreeAgent accountants — the software’s included

We run our whole practice on FreeAgent, and every client gets it included in one monthly fee — set up for you, connected to your bank, and backed by a dedicated accountant who works in it every day.

Speak to a FreeAgent specialist

New to FreeAgent or already using it — tell us your situation and we’ll be in touch.

    FreeAgent Gold Partner Established 2017 ★★★★★ Rated Excellent on Google Software included in your fee HMRC-registered agent
    One system, no double-handling

    Why a FreeAgent-first accountant matters

    Plenty of accountants will tolerate whatever software you bring. We chose FreeAgent deliberately: it’s built for contractors, freelancers and small limited companies, and when your accountant works in the same system you do, nothing gets exported, re-keyed or lost in translation.

    As a Gold Partner practice we know FreeAgent inside out — how to set it up properly for a limited company, how to keep the bank feed clean, and how to read the tax timeline so there are no surprises. You see the same live numbers we do.

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    • Subscription includedFreeAgent comes as part of your monthly fee — no separate software bill.
    • Set up for youWe create the account, connect your bank feed and configure VAT and payroll correctly from day one.
    • Already on FreeAgent?Your account transfers to our dashboard with every invoice and filing intact.
    • Real support, in the softwareQuestions answered by a dedicated accountant looking at your actual numbers — not a generic helpline.
    The software

    What FreeAgent does for you day to day

    Invoicing that chases itself

    Send professional invoices in minutes, with automatic reminders for late payers — so you spend less time chasing and more time earning.

    Receipts from your phone

    Photograph a receipt in the mobile app and it’s captured as an expense on the spot — no shoeboxes, no lost claims.

    Live bank feeds

    Transactions flow in automatically through Open Banking, so your books stay current without manual imports.

    Taxes forecast in real time

    The tax timeline shows what’s owed and when — corporation tax, VAT, self-assessment — so nothing creeps up on you.

    MTD-ready VAT

    VAT returns are prepared from your live records and filed to HMRC straight from FreeAgent, fully Making Tax Digital compliant.

    Dividends done properly

    See how much profit is available to draw, and generate the dividend paperwork correctly when you take it.

    Software + accountant

    FreeAgent does the bookkeeping — we do the accounting

    You (a few minutes a week)

    • Raise invoices when you bill a client
    • Snap receipts in the mobile app
    • Explain your bank transactions — FreeAgent suggests the right category for most
    • Check your live position whenever you like

    Us (everything else)

    • Review your books and keep them accurate
    • Run payroll and advise on salary & dividends
    • File VAT, year-end accounts, corporation tax and your self-assessment
    • Answer your questions with your real numbers on screen
    D
    Darren Coventry, Client
    "Great company, always happy to help, advise and answer questions. Would happily recommend."
    ★★★★★
    Questions

    FreeAgent questions, answered

    Is FreeAgent really included in the monthly fee?
    Yes. Your FreeAgent subscription is included in our monthly fee through our partner dashboard — there’s nothing extra to pay for the software, and we set it up for you. See what else is included →
    I already use FreeAgent — can I keep my account?
    Yes. Your existing FreeAgent account moves across to our practice dashboard with your history intact — invoices, bank feeds and past filings all stay exactly where they are. If you’re also changing accountant, we handle the whole switch.
    I get FreeAgent free through my bank — does that still work?
    Yes. If you have FreeAgent through a NatWest Group business account (NatWest, RBS, Ulster Bank or Mettle), you can keep that arrangement and simply invite us as your accountant inside FreeAgent.
    Do I have to do my own bookkeeping in FreeAgent?
    Very little. Bank transactions flow in automatically, and you raise invoices, photograph receipts and explain your transactions in the app — FreeAgent suggests the right category for most of them. We review your books and handle all the filings.
    Is FreeAgent Making Tax Digital compliant?
    Yes. VAT returns are filed to HMRC directly from FreeAgent under Making Tax Digital, and your records are kept digitally as the rules require. If Making Tax Digital for Income Tax affects you, see our MTD guide.
    What if I've never used accounting software before?
    No problem. We create the account, connect your bank and walk you through it on an introductory call. Most clients are comfortable within their first week — and your dedicated accountant is there whenever you’re not sure.

    Accounting and software, one simple fee

    Tell us about your company — new to FreeAgent or a longtime user — and we’ll show you how it works with us. No obligation.