Training Resource

FreeAgent Resource

At On Cloud 9 Tax we have compiled a number of training resource videos and turtorials to help our customers to gain a better understand of the software we use FreeAgent.

FreeAgent
supports
training for your bookkeeping and accounting
On Cloud9 Tax FreeAgent Mobile Training Screens
  • Create professional-looking estimates and invoices, send then chase payment automatically
  • Easily reconcile your bank transactions with automated bank feeds into your FreeAgent account
  • Effortlessly manage expenses
  • Run monthly payroll and file RTI directly to HMRC
  • Manage projects, track time and generate timesheet reports
  • Submit your VAT return directly to HMRC through FreeAgent

FreeAgent gives you a real-time overview of your business finances making it easy for you to track your cashflow and other important financial aspects of your business in real-time.

Useful training
resources to get you up and running

Mobile app introducing

 

Record a mileage claim

 

Set up and manage a project

 

Set up a bank feed

 

Create and send invoices

 

Record an expense

 

Mobile app introducing

 

Record a mileage claim

 

Set up and manage a project

 

Set up a bank feed

 

Create and send invoices

 

Record an expense

 
The FreeAgent Knowledge Base is a treasure trove of helpful articles for small business owners and freelancers.
On Cloud9 Tax FreeAgent Tablet Training Screens
Taking the mess and stress out of expenses

When you’re out and about, just snap a photo of your business expense receipts with FreeAgent’s mobile app.

No paperwork or spreadsheets to deal with when you get home!

Getting started with FreeAgent

Welcome aboard! We hope you’ll love using FreeAgent, award-winning accounting software made especially for small businesses like yours.

Designed especially for new customers, the below training video will give you the lowdown on FreeAgent’s key features.

 
How to move to FreeAgent

Setting up your new FreeAgent account is easy, just use our tried and tested three steps approach. And remember, we’re always here to help if you need it.

Designed especially for new customers, the below training video will give you the lowdown on FreeAgent’s key features.

 
On Cloud9 Tax FreeAgent Accounting Training Partner Wins
Voted the UK's #1 bookkeeping software for small businesses!
Ready to get started?