Pull trial balances seamlessly from FreeAgent and populate them straight into TaxCalc for a slick accounts production process.
See what you can do when you connect TaxCalc and FreeAgent.
One integration across your compliance and practice management tools
Whether you need to import trial balances into year-end accounts or keep client records and invoices aligned, the FreeAgent integration helps keep your workflows connected.
Import year-end trial balances from FreeAgent using an in-product wizard that highlights anything needing attention during import and saves mappings for future use
Sync client details and invoices with FreeAgent so you can keep records aligned and manage invoicing workflows more efficiently.
Get connected quickly, then use the integration across your client workflows.
Authorise the connection
Link FreeAgent to TaxCalc or Engager through a secure connection and follow the on-screen setup process.
Import or sync
Import trial balances into TaxCalc Accounts Production using the built-in wizard. In Engager, client details and invoices sync between both platforms automatically.
Save and reuse mappings
Save import mappings for each client and reuse them for future imports, helping repeat workflows become quicker and more consistent over time.
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FreeAgent is a cloud-based accounting platform designed to support small businesses, freelancers, and landlords. It supports invoicing, VAT submissions, Self Assessment, bookkeeping, reporting, and Making Tax Digital workflows through one connected platform.
Keep bookkeeping and practice workflows aligned
The FreeAgent integration helps practices reduce rekeying, improve data consistency, and streamline workflows across accounts production and practice management.
Faster year-end accounts preparation
Import year-end trial balances directly into TaxCalc Accounts Production without relying on manual entry or CSV exports, helping reduce admin and improve efficiency.
