How to Use FreeAgent

A beginner-friendly guide to getting started with FreeAgent in 2026.

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Getting Started: Step by Step

Create your FreeAgent account

Visit FreeAgent's website and sign up for a trial. You'll need an email address to get started.

Set up your workspace

Once signed in, configure your FreeAgent workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.

Explore invoicing

One of FreeAgent's key features is invoicing. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore expenses

One of FreeAgent's key features is expenses. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore tax-returns

One of FreeAgent's key features is tax-returns. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Integrate with your existing tools

Connect FreeAgent with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.

Start using it for real work

Now that you're set up, start using FreeAgent for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.

Pro Tips

Start with the free plan or trial to explore FreeAgent's capabilities before committing to a paid subscription.
Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
Check FreeAgent's official documentation and community forums for advanced tips and best practices.
Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.