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Step-by-step Guide

TaxCalc and FreeAgent

Helping you and your clients flourish

Accounts Production

Work smarter with our FreeAgent integration

TaxCalc’s integration platform now offers integration with online accounting software FreeAgent.

TaxCalc Accounts Production provides you with an easy-to-use wizard to import a year-end trial balance directly from FreeAgent now as a Practice or Non-Practice user in just a few simple steps - saving both you and your client time and effort.

Exporting and importing CSV files or manual entry is no longer required.

You’ll find carefully thought-through features, including:

  • Warnings during import, highlighting potential factors to consider
  • Import map creation on a per client basis
  • Default mappings based on the default FreeAgent chart of accounts (if you prefer, you can also use an existing import map)
  • Retention of all mappings for future use

So once you're familiar with everything, you’ll have a lot less to do - other than think what you will do with the time you save!

Watch our integration with FreeAgent

Award-winning accountancy
practice software

Accounts Production effortlessly produces statements and schedules.

Utilising a simple and straightforward workflow, backed up by innovative SimpleStep®
and Check & Finish® processes, you'll be able to prepare accounts quickly and efficiently.