Switch from your accountant easily

We make the switch process simple. Just tell us who your accountants are and we'll request all the data we need, upload everything to FreeAgent and let you know when your account is ready.

A contractor easily switching from their accountants on their phone

Further Details


/ 6 onboarding steps complete

16 Ways We're Different

Opportunities feed

No other provider in the UK provides specific opportunities for contractors like we do. We actually help find ways to grow your business.

Ruthless efficiency

Your time is precious. With automatic bank feeds, smart reconcilliation rules, Direct Debits for VAT, mobile accounting app, early filing and insanely responsive support - your business admin will feel like a thing of the past.

Dedicated accountant: a single point of contact

You know exactly who is managing your accounts - you won't have a general support@ inbox. You get a single named accountant who will resolve all your queries.

Book meetings easily

You can book a convenient time with your accountant easily. Prebooking means we can go through your account in detail to make sure we maximise your time on the call.

5 ways to speak to your accountant

You can call, live chat, email, text or use Google hangouts (and screenshare) to speak to your accountant.

Account Health Score

We monitor your FreeAgent account everyday to give you an up to date "Account Health Score" - calculated by your last login, number of unreconciled transactions, directors loan account, dividends, banking re-consent, funds available and level of expenses. We'll send you a notification if it starts to drop and ways to improve it.

Never ever miss a deadline

We've been fined in the past and won't let it happen to you. Know your exact deadlines and get notifications when everything has been filed.

Parnerships that are actually good

We try and test every product we recommend based on account setup times, customer service and value for money.

We specifically do not recommend Metro bank, Cater Allen and Kingsbridge insurance due to poor experiences in the past - they pay good referral fees though which is why other accountants recommend them!

Integrated dashboard

See your key FreeAgent data, speak to your accountant, let us know if you're looking for work and find all your company details in one place.

FreeAgent included

We've trialed a wide range of accounting software and FreeAgent is the absolute best software for contractors and included in every package. Be very careful with providers who have created their own software.

Get a £10/mo discount on your package if you bank with NatWest, Mettle or RBS.

Insurance included

We include Professional Indemnity insurance up to £1M in our "Grow Package". We'll provide all customers with a 10% discount on insurance with Superscript as well. All policies are on a monthly rolling contract.

Virtual office + meeting room services

You can use our central London office address as your registered company address with our "Operate" and "Grow" packages and we'll handle your mail for you.

You can also stop by and grab a coffee in our cafe where you can work for a few hours or you can book meeting rooms from £60 an hour.

Built by contractors

We had terrible experiences with our accountants and business service providers, so we built a service we actually wanted to use.

We're a startup

Did you know that Nixon Williams, Clearsky, SJD Accounting, First Freelance and Parasol are all owned by the same company, Optionis?

We have only scratched the surface of what we want to build so expect frequent product improvements as we grow - and tell us what features you want, we'll build them!

Press "pause" anytime

In-between roles or going back to a permanent job? We'll keep your company accounting going with a 70% discount while you're not working as a contractor or if you're in between roles.

Community - coming soon

We're building a contractor community forum where you can ask for advice, network with others and message recruiters.

Still got questions?

Package Features







Company Registration

Accounting Services

Personal tax

Pro-active accounting services

Business Insurance

Virtual Office & Virtual Services

Partner Services

Day to day support

FreeAgent Software

After extensive testing we only currently offer FreeAgent accounting software because:

  • They have open bank feeds to automatically import your transactions

  • It has the most user friendly interface

  • Your dashboard shows you the key financial metrics you need to know

  • Clearly see all your upcoming deadlines

  • It has great Corporation Tax tracking

  • Understand your personal tax requirements and dividends taken easily

  • The mobile app is amazing and simple to use

  • There are extensive support documents available

  • It was built by previous contractors for contractors (like Forma)

  • Smark bank reconcillation rules help automatically reconcile similar transactions

  • Invoicing and quotes are a breeze

  • The projects functionality makes it easy to track invoiving and expenses across multiple projects

  • We'll give you a £10/mo discount if you have a NatWest, Mettle or RBS bank account

How switching works

We do all the heavy lifting for you.

1. Sign Up for a Free Trial

Sign up for a free trial with Forma and let us know who your current accountants are. We can always pause this depending on how quickly your accounts send us information or if you want to wait until your year end.

2. We'll send a request to your accountants

We'll send a professional clearance letter to your accountants to request all your accounting data, records and the authorizations we need to manage your accounts. This is sent within 5 minutes of submitting the form.

We're dependent on your accountants for information so it depends how quickly they can get this to us on how quickly we can get your account set up.

3. We'll set up your software

We'll upload your accounting data, customer records and get all the data we need to succesfully manage your account.

4. Start using FreeAgent and Forma

We'll let you know when your FreeAgent account is ready and walk through any questions you have on invoicing, reconciling transactions or using the mobile app.

A contractor switching to Forma accounting

Ready to upgrade your accounting?

We bundle everything you need to operate as a contract consultant. Get premium accounting support, FreeAgent software, partner discounts and explore thousands of contract opportunities.

Built by contractors for contractors.

“Comprehensive solution and attentive staff - people always within reach.”

Louis K
Strategy Consultant

Dedicated accountants

Get a dedicated accountant to help with tax efficiency, file everything on time and ensure your company is in top shape.

Integrated dashboard

See your FreeAgent data, contractor opportunities and instantly message or schedule a call with your accountant.

Community of experts and jobs

Get a range of partner discounts and find upcoming jobs.

Start today and pay nothing until your account is all set up

Want to find out more?

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