The go-to platform for sole traders and micro-businesses — learn how to support FreeAgent clients efficiently and profitably.
FreeAgent occupies a unique position in the UK market. Designed specifically for freelancers, sole traders, and micro-businesses, it handles self-assessment, expenses, invoicing, and project tracking in a way that's intuitive for business owners but often unfamiliar to accountants trained on Zoho Books, Xero, or Sage.
The NatWest and RBS partnership means any NatWest, RBS, or Ulster Bank business account holder gets FreeAgent free — driving massive adoption among sole traders and freelancers. If your team can't navigate FreeAgent confidently, you're turning away clients or spending twice as long supporting them.
FreeAgent's real-time tax timeline updates automatically as transactions are entered. We train on how FreeAgent calculates tax, reviewing and adjusting estimates, handling capital allowances, and exporting data for filing.
FreeAgent handles expenses differently. We cover expense categories, use-of-home allowance, mileage claims with HMRC-approved rates, and managing expenses from personal versus business accounts.
Time tracked against projects, converted into invoices with a few clicks. We train on project budgets, time and expense tracking, recurring invoices, overdue chasing, and project profitability reports.
We show how to leverage the free FreeAgent account in client onboarding: setup, bank feed connection, and positioning it as a value-added benefit when pitching to sole trader prospects.
FreeAgent's Practice Dashboard provides a bird's-eye view across all client accounts. We train on managing workload, spotting clients falling behind, and prioritising year-end preparation.
We review how many clients use FreeAgent, your team's familiarity, and specific pain points around year-end calculations, bank feeds, or expense categorisation.
Sessions designed for your needs — comprehensive FreeAgent overview, targeted self-assessment workflows, or Practice Dashboard management.
Live training using real FreeAgent accounts (anonymised data). Your team follows along, practises in real time, and gets answers to longstanding questions.
FreeAgent-specific cheat sheets, self-assessment checklist, expense categories guide, year-end workflow, and client onboarding template.
30 days of email support for tricky capital allowance calculations, bank feed disconnections, or self-assessment discrepancies.
Win more sole trader clients with FreeAgent proficiency and NatWest free account positioning
Streamline self-assessment season — cleaner books, minimal adjustments, faster returns
Reduce support queries by setting clients up correctly from day one
Multi-platform confidence across Zoho Books, Xero, QBO, and FreeAgent
30 days of post-training support for your team
Book a free training assessment and discover how FreeAgent proficiency can help you serve more sole traders.
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