TaxCalc integration with FreeAgent

Article ID: 3026
Last updated: 12 Apr, 2021

TaxCalc’s integration platform offers integration with online accounting software FreeAgent for Practice and Non-Practice users.

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

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

Please note, this functionality will only be available if you are running version 7.0.012 or higher.

More information on the full scope of functionality and how this works can be found in our videos:

FreeAgent Integration for Practice:

FreeAgent Integration for Non-Practice:

Article ID: 3026
Last updated: 12 Apr, 2021
Revision: 15
Views: 632
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Also read
item Import Trial Balances from Xero/FreeAgent/Quickbooks and Export Journals or Adjustments Back

Also listed in
folder Accounts Production -> General Use
folder Video tutorials