Voted Practice Management Software of the Year 2024
Engager.app is honoured to have won the Luca Award for Practice Management Software of the Year 2024, judged by an esteemed panel of industry experts and experienced bookkeepers. This recognition from the “Oscars of the bookkeeping world” reflects our commitment to empowering practices nationwide.
We’re proud to have won ‘Release of the Year’ as a result of all the new product updates and features we’ve developed throughout 2024. Thanks to everyone that voted for us.
All plans include every feature Engager offers. The only extra fees are for SMS and Xero integration. Enjoy unlimited users at no extra cost. Plus, our pricing comes with the Engager Price Promise for transparency and fairness.
Your Practice Made Perfect
Trusted by over a Thousand Accounting and Bookkeeping Firms.
Give your clients the ability to sign, upload and view documents on-the-go.
Engager.app is a cloud-based practice management software for accountants and bookkeepers, designed to streamline operations. Offering features like task management, automated reminders, and customisable dashboards.
Engager.app is designed to enhance the efficiency and effectiveness of accounting and bookkeeping practices through a suite of tailored features:
1. Workflow Automation
Engager.app automates routine tasks such as requesting records, obtaining approval, and sending reminders. This automation reduces manual intervention, minimising errors and freeing up time for more strategic activities.
2. Centralised Client Management
All client information is consolidated into a single, accessible platform. This centralisation ensures that your team can quickly access up-to-date client data, improving responsiveness and service quality.
3. Secure Client Portal
Engager.app offers a secure client portal for real-time document exchange and communication. This feature enhances transparency and keeps clients informed about their financial matters.
4. Seamless Integration
Engager.app integrates with popular accounting software such as FreeAgent, QuickBooks, and Xero, ensuring data consistency and reducing redundant data entry.
5. Customisable Dashboards
The platform offers customisable dashboards, allowing you to tailor the interface to your practice’s specific needs. This adaptability ensures that the software aligns with your workflow.
6. Enhanced Collaboration
With features like colleague tagging and workflow management, Engager.app fosters better collaboration among team members, leading to increased productivity.
7. Document Management and E-Signing
The software includes document management capabilities and supports e-signatures, streamlining approval processes and reducing the need for physical paperwork.
By integrating these features, Engager.app empowers your practice to operate more efficiently, enhance client relationships, and focus on delivering high-quality financial services.
Yes, Engager.app is designed to accommodate accounting and bookkeeping practices of all sizes, from sole practitioners to large firms. Its scalability and customisable features make it a versatile solution for various practice needs.
For Small Practices:
User-Friendly Interface: Engager.app offers an intuitive interface that simplifies client management, making it accessible for sole practitioners or small teams without extensive training.
Comprehensive Tools: Despite its simplicity, the platform provides robust features such as task management, automated reminders, and customisable dashboards, enabling small practices to operate efficiently and professionally.
For Large Practices:
Scalability: Engager.app is built to handle the complexities of larger firms, offering scalable solutions that grow with your practice.
Advanced Features: Larger firms can benefit from advanced functionalities like workflow automation, team collaboration tools, and in-depth reporting, which are essential for managing extensive client bases and large teams.
Customisation and Integration:
Tailored Services: With the Custom Services feature, practices can set up offerings like new client onboarding, AML checks, or health checks, allowing Engager.app to adapt to specific operational needs.
Seamless Integration: Engager.app integrates effortlessly with well-known accounting software platforms, including QuickBooks, FreeAgent and Xero, promoting efficiency and ensuring data consistency across systems.
Flexible Pricing Plans:
Engager.app offers bespoke pricing plans tailored to different stages of practice growth, ensuring that both small and large firms can find a plan that aligns with their budget and requirements.
In summary, Engager.app’s adaptable design and comprehensive feature set make it a suitable practice management solution for accounting and bookkeeping practices of any size.
Engager.app integrates effortlessly with many well-known accounting software platforms, including QuickBooks, FreeAgent 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 Engager.app. We operate a fair usage policy which protects us against product misuse.
Your data’s security is paramount. Engager.app 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.
Secure your 28-day free trial here: Free Trial
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.
Powerful Integrations
Tailor your practice management experience to meet your specific needs. Our custom services allow you to create bespoke workflows, templates, and automations that match how your firm operates. With flexible options, you can adjust Engager to fit your practice perfectly, enhancing efficiency and providing a personalised experience for both your team and your clients.
Boost your accounting practice efficiency with our task management tools. Engager's practice management software allows accountants, bookkeepers, and accounting firms to assign, track, and complete tasks seamlessly. Keep workflows organised, meet deadlines, and manage projects effectively, all in one place.
Simplify how you price your services with Engager's dynamic Pricing Tool. Specifically designed for accountants and bookkeepers, our practice management software helps you create transparent, consistent, and client-friendly pricing structures. Whether you're managing an accounting firm or a bookkeeping practice, the Pricing Tool ensures accuracy and fairness in every quote.
Effortlessly handle catch-up work with our dedicated Catch-up Fees feature. Perfect for accountants and bookkeepers, this tool allows you to easily add and manage fees for delayed or overdue work. Integrated within our practice management software, it ensures that your services are properly valued, helping your accounting firm maximise revenue while maintaining transparent client communication.
Offer your clients a seamless experience with our secure Client Portal. Designed specifically for accountants, bookkeepers, and accounting firms, the portal allows clients to easily access documents, sign forms, and communicate with your practice in real time. This feature of our practice management software enhances transparency, efficiency, and client satisfaction, making it easier to manage client relationships and stay organised.
Generate professional Letters of Engagement effortlessly. With Engager’s intuitive editor, you can create tailored engagement letters that help set expectations and ensure compliance, making client onboarding smoother for accountants and bookkeepers. Simplify your practice management by automating the documentation process, so you can focus on what matters most: your clients.
Manage client transitions with ease using our Letters of Disengagement feature. Engager provides a simple way to create customised disengagement letters, ensuring your firm ends engagements professionally and in compliance with industry standards. Streamline this essential part of practice management, allowing you to maintain positive client relationships even when it's time to part ways.
Easily manage the transition process with our Professional Clearance Letters feature. Engager provides a straightforward way to draft and send professional clearance requests to previous accountants, making client onboarding seamless and efficient. Ensure compliance and maintain a high standard of professionalism during every client transition.
Streamline your client communication with Engager's Automated Email feature. Automate routine email tasks such as follow-ups, reminders, and notifications, ensuring your clients stay informed without the manual effort. Improve efficiency and maintain consistent client engagement with less hassle.
Communicate efficiently with multiple clients using Engager's Bulk Message feature. Whether it's updates, reminders, or new announcements, send messages to several clients at once while keeping the content personalised. Save time on routine communication and ensure your clients are always in the loop.
Engager's seamless integration with Gmail and Microsoft 365 ensures that all your client communications are in one place. Automatically link emails to client records, track all interactions, and keep your inbox organised without manual effort. With this feature, staying on top of emails becomes a part of your practice management workflow—saving time and reducing errors.
Improve collaboration and accountability within your practice using Engager's tagging feature. Tag team members in tasks or notes to ensure the right people are notified instantly when their input is needed. Keep everyone in the loop, streamline communication, and make task management more effective, reducing any chance of missed updates.
Stay on top of every detail with Engager’s Checklists. Break down larger tasks into manageable steps and track progress easily. This feature helps ensure nothing is overlooked, supports consistent workflow processes, and makes team collaboration more efficient—perfect for accountants and bookkeepers aiming for precision in their practice management.
Effortlessly track your projects from start to finish with Engager’s Job Stages feature. Break down work into distinct phases, allowing you and your team to easily monitor progress, allocate resources, and keep everyone aligned. Job Stages provide clarity on where each client’s work stands, ensuring deadlines are met and every task is handled efficiently. It's essential for managing your accounting or bookkeeping practice seamlessly.
Quickly find exactly what you're looking for with Engager’s powerful Filtering feature. Easily sort and filter your client list based on numerous criteria, allowing you to visualise the specific data you need, when you need it. Whether you're looking for clients by service type, engagement status, or custom fields, our flexible filters help you manage your practice with precision and ease, making your day-to-day accounting or bookkeeping tasks much more streamlined.
Get a complete overview of your practice with Engager’s intuitive Dashboard. Designed to give accountants and bookkeepers a real-time snapshot of all key activities, the Dashboard displays tasks, client updates, notifications, and key metrics—all in one place. It’s your command centre, providing instant insights to help you manage your workload efficiently and stay on top of what matters most. With Engager’s Dashboard, you have all the crucial information you need, at a glance, to run your accounting or bookkeeping firm smoothly.
Stay on top of billable hours and maximise your efficiency with Engager’s Time Tracking feature. Designed specifically for accounting and bookkeeping practices, this tool allows you to accurately record the time spent on client tasks, ensuring no minute goes unaccounted for. Track project timelines, assess profitability, and simplify your billing process. All from one easy-to-use interface. With Engager, tracking time is seamless, helping you keep your practice running efficiently and ensuring you’re fairly compensated for all your hard work.
Get documents signed quickly and securely with Engager’s eSignature functionality. Simplify the signing process for engagement letters, contracts, and other key paperwork by allowing clients to sign digitally, anytime, anywhere. eSignatures streamline your workflow, reduce delays, and improve the client experience, helping you stay compliant while keeping everything paperless and efficient. It’s all part of how Engager makes practice management software truly effective for accountants, bookkeepers, and their clients.
Engager allows you to showcase your practice’s core values directly within the software. Easily set your firm's core values and display them prominently for every team member on the homepage. It’s perfect for when clients visit your office—switch to the core values view so they see your firm's guiding principles instead of sensitive client data. This feature helps create an environment of transparency and purpose, reinforcing what your practice stands for every day.
Engager’s Custom Fields feature lets you tailor your practice management software to fit your firm's unique needs. Create and add custom data fields to capture important information specific to your clients and services. Whether it’s client preferences, specific compliance details, or any other piece of unique data, custom fields ensure you have all the information you need—where you need it. This flexibility is key for delivering a personalised service and managing your accounting or bookkeeping practice with ease.
Streamline data collection with Engager's Forms feature. Create and customise forms to gather essential client information quickly and efficiently. Whether it’s onboarding new clients, collecting service-specific details, or gathering compliance information, our forms make it easy for accountants and bookkeepers to manage and process data. This not only saves time but also ensures you have all the right information organised and accessible, supporting smoother workflows and better client service.
Empower your entire team without limitations. With Engager, you can add as many users as you need—at no extra cost. Whether your practice is expanding or you want everyone involved, our platform allows unlimited users, making it easy to collaborate, grow, and manage your practice efficiently. No hidden fees, just seamless teamwork for accountants and bookkeepers.
Cloud practice management software for accountants and bookkeepers. Automate your admin, generate LoEs, kanban task management and more.
Price: 9+
Price Currency: GBP
Operating System: Cloud Based
Application Category: BusinessApplication
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Practice Management Software Designed for Accountants & Bookkeepers
