The FreeAgent referral scheme

This article explains how the FreeAgent referral scheme works.

Please note that only 'direct' subscribers of FreeAgent are eligible for the referral scheme. A direct subscriber is someone whose FreeAgent account is not provided by their bank or their accountant.

When you become a direct FreeAgent subscriber, you'll be given your own unique referral code. You can access this in both the desktop version of FreeAgent and on the Android version of the FreeAgent mobile app.

Finding your referral account on the desktop version of FreeAgent 

Navigate to the drop-down menu that displays your company name in the top-right of the screen and select 'Referrals'. 

Your referral code will be displayed in both the 'Introduce a friend' to FreeAgent area and at the bottom of the 'Referrals' page.

Finding your referral code on the Android version of the FreeAgent mobile app

Open the 'Settings' menu by tapping the three-lined 'hamburger' icon at the top-left of the screen and then select 'Referrals'. In the 'Referrals' area of the app you'll see some guidance on how the referral scheme works and the option to share your referral code directly from your Android device.

Earn discounts for each referral

Pass your referral code on to others. For every person that subscribes to FreeAgent using your referral code you'll earn an additional 10% off your subscription for as long as they remain a subscriber. That means that if you refer 10 people who go on to become subscribers, you'll be using FreeAgent for nothing!

Maximising your referrals

We've provided you with several different ways to share your referral code. On your 'My Referrals page' you will see a referral link, which has your referral code embedded in it. If you pass this link on to a friend or post it on your website, anyone who selects the link and subsequently subscribes to FreeAgent will automatically earn you 10% off your subscription.

You can share your referral code with your network by using the social media sharing buttons on your 'My Referrals' page. We've also supplied HTML code for a referral code 'badge' which you can access by selecting the 'Website' button. Copy and paste this onto your website, and anyone who selects the badge and then subscribes to FreeAgent will earn you the referral discount.

We also help you to share your referral code by including it as suggested default text when you automatically email a new invoice to a contact from FreeAgent.

How does this work with yearly subscriptions?

When you move onto a yearly discount plan, you can still earn referrals but these will only come into effect at your next payment.

What if I refer more than 10 people?

Go you! If you're in a position to refer lots of people then send us an email and we can discuss a referral fee. It could end up with us paying you to use FreeAgent!