FreeAgent takes the heavy lifting out of accounting – for both accountancy practices and their clients. Working with clients around a single set of real-time accounting data creates a new opportunity for accountants looking to simplify client management, save time and grow their practice.
Working on a single version of the data – updated by both sides in real time – reduces errors and speeds up traditional workflows, leaving more time for accountants to act as trusted advisors. Our unique Alerts feature proactively prompts accountants when their clients’ accounts need attention.
Simplifying client management
The Accountant’s Dashboard displays a snapshot of all clients with the option to drill down for more detail. Accountants can also manage how clients use the system with flexible user permissions.
Growing a practice
Our FreeAgent directory puts accountants in front of over 80,000 small businesses and freelancers, many of whom are actively looking for an accountant. FreeAgent also provides practical support for expanding your client base within the growing market of small businesses in the UK. This includes a free accreditation programme that offers product training and provides added credibility with customers.
With FreeAgent, accountants pay monthly for only the licences they need. There are no lock-ins, extended contracts or other hidden costs. And the more clients the practice has using FreeAgent, the less accountants pay per client.
Our price includes unlimited bank feeds and gives clients unlimited access to all of FreeAgent’s features, with permission levels set by their accountant. In addition, accountants receive free training to help them and their clients get the most out of FreeAgent, premium support from our dedicated team, and exclusive content to help them grow their practice.
Learn more at www.freeagent.com