Practice Management and Pricing Software Built for Accountants and Bookkeepers.
Powerful Integrations
Trusted by hundreds of
accountants and bookkeepers
Give your clients the ability to sign, upload and view documents on-the-go.
Client Engager is a cloud-based practice management software designed to streamline operations for accountants and bookkeepers, offering features like task management, automated reminders, and customisable dashboards.
Client Engager streamlines your workload by automating regular tasks, centralising client management, enhancing communication via a secure client portal, and providing comprehensive reporting tools to manage your practice efficiently.
Client Engager is built to assist every practice size, catering to both sole practitioners and larger firms with scalable solutions and bespoke pricing plans for different stages of growth.
Client Engager integrates effortlessly with many well-known accounting software platforms, including QuickBooks and Xero, promoting efficiency and ensuring data consistency.
You’ll receive dedicated support with a commitment to a 2-hour response time, access to a thorough Help Centre, and a community forum for support among peers. We also conduct Facebook Live sessions every Wednesday evening for live support and updates.
There’s no limit to the amount of data you can store within Client Engager. We operate a fair usage policy which protects us against product misuse.
Your data’s security is paramount. Client Engager employs robust security measures, including ongoing backups and encryption, to protect your data.
Our pricing is client-based, not user-based, offering an economical approach. We provide diverse tiers, starting with an accessible entry-level option, to accommodate practices of varying sizes.
Yes, a 28-day complimentary trial with full feature access is available without requiring credit card details, allowing you to fully assess the software’s functionality.
Should you opt not to continue post-trial, your data will be securely archived before being irrevocably deleted, all in line with data protection laws.
To start, register for the free trial, utilise the Help Centre for setup guidance, and join our community for further support and networking with fellow accountancy professionals.
Our subscriptions are scalable for any size practice, starting at £9+VAT per month.
Check out our pricing matrix to see how affordable our plans can be for your firm.
