Forma Contractors meeting

Contractor Accounting with Forma

Get a dedicated personal accountant to optimize your tax, file everything on time, answer all your queries and reduce your admin.

Will I have a dedicated accountant?

Yes. You get a single point of contact, your accountant, who will help you with everything from switching, setting up your company, partnership recommendations and billing queries.

You have unlimited access to your dedicated accountant.

How does switching work?

Switching takes under 30 seconds on your dashboard and we do all the hard work. Here's how it works:

  1. Sign up for a 30 day trial
  2. Login to your new dashboard
  3. Fill in our switching form with your accountants name + email. We'll automatically email them and request all the data we need from them.
  4. Sit back. We'll set up your FreeAgent account for you and let you know when it's ready

If you have a notice period with your accountants, we'll extend your free trial so that you're only using our service when your account is all set up and ready.

What is the onboarding process?

  1. Sign up for a 30 day trial
  2. Login to your new dashboard
  3. Add your new company details if registering or add your company number (we'll do the rest)
  4. Add your accountants details if switching - we'll work with them to get everything we need to make your switch easy
  5. Add your personal details (i.e. National Insurance number for PAYE)
  6. Verify your ID online in 2 minutes
  7. Schedule time with your new accountant who will get FreeAgent set up for you (if you have an RBS, Natwest or Mettle bank account you'll get £10/mo off)

When you sign up we'll automatically create a shared Google Drive for all your documents and include your letter of engagement there. You'll also receive a welcome text which you can respond to or call the number and we'll help.

If you need any help on your dashboard or at any onboarding steps, just use our live chat and we'll help answer any questions.

Book a free consultation

Book a convenient time to talk with one of our accountants - for free.

Book Now