- Chislehurst South East, London
- +44 7880 865106
- info@sgmaccountants.co.uk
FreeAgent is a streamlined, cloud-based accounting solution specifically designed to support sole traders, small businesses, and landlords. It offers a cost-effective, “no-fuss” approach to managing your daily finances while minimizing the time and expense associated with producing year-end accounts and tax returns.
With Making Tax Digital (MTD) expanding in April 2026, business owners and landlords who previously managed their records manually or through spreadsheets will be required by law to submit quarterly returns to HMRC using approved software.
FreeAgent is a fully HMRC-compatible solution that makes compliance effortless. It gives you total control over your digital records, ensuring you stay ahead of regulatory changes without the stress of complex software.
We provide FreeAgent as a fully managed service. This means you get the ease of a simple interface combined with the professional oversight of the SGM team. We help you set up your account, automate your workflows, and ensure your quarterly submissions are accurate and on time.
Automated Expense Tracking: Link your bank account and let the software categorize your spending automatically.
Easy Invoicing: Create and send professional invoices in seconds, with automated reminders for late payments.
Real-Time Tax Estimates: Always know how much you owe in VAT, Self-Assessment, or Corporation Tax so there are no surprises.
MTD Ready: Seamlessly file your digital returns directly to HMRC with just a few clicks.
SGM is a Certified Partner for FreeAgent, positioning us as specialists in supporting sole traders, freelancers, and small business owners. This certification ensures that our team is fully trained to help you navigate the platform’s features, from initial setup to advanced tax forecasting.
Free for Mettle & NatWest Group Customers: If you have a business account with Mettle, NatWest, or RBS, you can access the full version of FreeAgent at no cost for as long as you retain your account.
Built-In Accuracy: By linking directly to your business bank account, the software ensures that every penny is accounted for. This minimizes the risk of missing expenses or failing to record income.
Total Financial Visibility: Gain a 360-degree view of both your personal and business finances in one place, accessible from any device at any time.
Ready for MTD for ITSA: FreeAgent is fully compatible with Making Tax Digital (MTD). With the new rules coming into effect from April 2026, this ensures you are legally compliant and ready for quarterly reporting.
Intuitive Dashboard: Stop digging through spreadsheets. View your financial health through easy-to-read charts and graphs that highlight your profit, loss, and tax liabilities instantly.
Automated Growth Tools: Set up automatic quoting and invoicing to keep your sales pipeline moving, giving you more time to focus on scaling your business.
Secure Digital Storage: Say goodbye to boxes of paper. Snap photos of your receipts for secure, digitized storage that meets HMRC standards.
Seamless Syncing: Sync with your bank and calendar to ensure you never miss a crucial invoice date or a tax deadline.
Effortless Reporting: Rapidly export critical data into Excel or PDF files for meetings, loan applications, or deep-dive analysis.
Are you ready to transform how you manage your business finances? Moving to a cloud-based system doesn’t have to be daunting. At SGM, we specialize in helping small business owners and landlords make the switch to FreeAgent, ensuring your transition is smooth, professional, and tailored to your specific needs. Whether you are looking to prepare for Making Tax Digital (MTD) 2026 or simply want to reclaim the hours you spend on manual bookkeeping each week, our expert team is here to guide you.
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