Make the overwhelming underwhelming
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.
Some of the unlimited features included in every subscription: