Thanks to a new integration between FreeAgent and AccountancyManager, you can now shave even more time off your admin. With your client data synced, you only need to enter or update it in one place - saving significant time and hassle and lowering the risk of inconsistencies and human error.
Sync your client data
AccountancyManager can pull the following client data from FreeAgent. If your clients add or change their own details in FreeAgent, it’ll also update AM. Then you can review and accept the changes.
VAT Effective Date
See tax timelines and P&L in AccountancyManager
The integration pulls across your clients' tax timelines and profit and loss reports from FreeAgent. So you can stop clicking between multiple tabs and windows.
Build LoEs with services from FreeAgent
AccountancyManager already massively speeds up the client onboarding process. First by automating letters of engagement, professional clearances and 64-8 agent authorisations, then chasing for missing info or e-signatures.
With the new integration, onboarding is even quicker. AM will pull through the services your client requires from FreeAgent and will populate your LoEs accordingly.