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Trusted by hundreds of accountancy and bookkeeping firms
We recognise getting clients to use a portal can be difficult (in some cases).
Guess what!! We’ve only gone and built an app for your clients, even better there’s no additional cost to your monthly subscription too.
ICB LUCA Awards Finalist 2023
We are proud to announce we were shortlisted for three software awards at the prestigious ICB LUCA Awards 2023.
You can literally get a client completely set up in less than 10 minutes, which includes, signing the letter of engagement, sign up to the GDPR portal, sending professional clearance, set up a recurring payment plan, request their bank data and create the work flow.
Client Engager was purposely designed by accountants for accountants and bookkeepers, and the feed back we get, users can easily tell that.
Our mission is to provide a platform that has every feature available to unlimited users. The software is priced by generous client perimeters, allowing your firm to add clients and grow with confidence, without the burden of paying for additional users.
We’ve been reviewed by the software influencer, Head of Boffix Accountants, The QuickBooks Chap and co presenter of Ask the Accountant – Aaron Patrick.
Watch this video to get a quick insight of the product here, Aaron shows how easy it is to “wow” a new client.
We have loads of You Tube videos to help you get started, they also provide deep insights to some of the powerful features, such as custom fields and pricing tools.
Remember, if these resources don’t give you the answers, we always recommend emailing email@example.com and we will jump on a Zoom call with you at a convenient time for yourself.