TaxFilerEngager
Read AB Accountancy’s story →“For me, the hardest thing about running a firm is managing so many client relationships. We wanted all clients on the same process, and Engager is built for exactly that.”
- Features
Onboard clients
Communicate and team
Customer storyHow Adrian Bryan built a scalable, system-driven practiceWith TaxCalc and Engager working together.
Read the story → - Integrations
Compliance, referrals and payments
Customer storyHow Appleleaf gained control of leads, workflows and client communication"Engager understood the pain points accountants face."
Read the story → - Pricing
- Support
Learn and stay updated
Looking for practice management software?Try for free. No card details required.Packages start from as little as £9 +VAT per month.
Free 28-day trial - Get Started
Start your journey
Why firms choose Engager"In short, if you're an accountant and not using Engager, you're missing a trick. It's an invaluable tool that has significantly improved our operational efficiency and client service."Jason Holden, Founder, Holden Associates
Engager.app by 
Practice management software for accountants & bookkeepers
Proposals, engagement letters, onboarding, tasks and deadlines in one calm place, built by accountants.
No card details required. Every feature included, from £9 +VAT a month.
Help needed 1
Due 30 JunVelvet Curtain LtdYear end accounts
In review 3
Due 17 JulCrestview ConsultingPayroll
Due 20 JulNightingale Home CareVAT return
Sent to client 4
Awaiting signatureCrossroads LogisticsLetter of engagement
Awaiting approvalSterling & SonBookkeeping month end
Ready to file 2
On trackTitan Fitness GymsCorporation tax
SignedCoffee and Cake LtdSelf assessment
Trusted by over 2,000 UK firms
A tour of Engager
One place for the whole client journey
From the first enquiry to the signed letter and the finished job. Pick a stage to see how it works.
Turn enquiries into signed clients
A branded prospect form on your website creates a deal card the moment someone enquires. Price the work with the pricing tool, send the proposal and see when it is opened.
- Visual pipeline by stage, so you know what to chase
- Consistent fees from a formula you control
- Proposals tracked from sent to accepted
Deals Northbank Tax & Advisory
New 2
Website enquiryJane PatelSole trader, bookkeeping
ReferralCarter Bakery LtdAccounts and VAT
Proposal sent 2
Opened todayCrestview Consulting£2,640 a year
Follow up FridayNightingale Home Care£3,600 a year
Signed 1
LoE signedTitan Fitness Gyms£4,200 a year
Switching stories
Firms that made the switch
UK practices explain, in their own words, why they moved to Engager and what changed.
Appleleaf“Engager understood the pain points accountants face and had been developed specifically to solve them.”
Nära Accountancy“I’d already set Engager up for a firm I worked at years ago and knew it was a game changer. The features and support were far superior to alternatives. This time, it was a no-brainer.”
Holden Associates“It meant more work upfront, but it gave us a system we could trust.”Engager by the numbers
Used every day by UK accountants and bookkeepers
8,000+users across UK practices
100k+engagement letters generated
1.2m+client communications sent
40 hourssaved a month, on average
Win more work
From first enquiry to signed client, without the admin.
- Branded prospect forms turn website visitors into deal cards automatically
- Proposals with fees from the pricing tool built in, tracked the moment a prospect opens them
- A visual pipeline that shows what to chase next
✓New enquiry from your websiteOnboard in minutes
Engagement letters and proposals that sign themselves.
- Choose services, fees and responsibilities; the letter writes itself
- Built-in eSignature, no printing or posting
- Professional clearance and disengagement letters from the same templates
✓Letter of engagement · Coffee and Cake Ltd
Signed:
Services
Accounts, VAT, Payroll
Accounts, VAT, Payroll
Annual fee
£2,640
£2,640
Signed
Today, 09:14
Today, 09:14
Status
New client onboarded
New client onboarded
Stay on top of everything
Tasks, deadlines and automations that keep work moving.
- Kanban task management with job phases for every service
- Automated emails and record requests triggered by dates and events
- A secure client portal and time tracking built in
When this happens
Tax due in 30 days
Then do this
Works with the software you already use.
Your week with Engager
What a normal week looks like
Each step below happens inside Engager, from the enquiry on Monday to the dashboard on Friday. No spreadsheets, no separate signing tool, no copying details between systems.
-
Tuesday
You price and propose
The pricing tool works out a consistent fee from the services you select. The proposal goes out branded, and you can see when it is opened.
-
Wednesday
The client signs online
The engagement letter is built from your templates and signed with the built-in eSignature. The client portal is set up and the first job is created.
-
Thursday
Work moves across the board
Tasks and job phases are assigned to your team on the Kanban board. Automated emails chase the records you are still waiting for.
-
Friday
You can see next week already
The dashboard shows what is due, who it sits with and what is waiting on a client, with time tracked against every job.
Every step is included in every plan, with unlimited users, from £9 +VAT a month.
Everything included
Everything an accounting practice needs, included.
No feature tiers and no per-user fees. Unlimited users on every plan.
Client portal
Branded, secure sharing and eSigning for every client.
Email integration
Microsoft 365 and Gmail synced to clients and jobs.
Time tracking
See where every hour goes, across tasks and services.
Pricing tool
Value-based pricing formulas that keep quotes consistent.
Unlimited users
Add your whole team at no extra cost.
Integrations
Xero, QuickBooks, FreeAgent, TaxCalc, HMRC and more.
Quoting, job tracking and onboarding are now super efficient. We save hours, but more importantly, we don't miss deadlines and we have a set way of doing everything.
2,000+UK firms using Engager
28 daysFree trial, no card details
∞Users on every plan
Reviews
Rated Excellent by accountants and bookkeepers
4.6 out of 5 from 199 reviews on Trustpilot, 181 of them five stars.
“Moved over from another practice management system and I’m so pleased I did. My only complaint is why I didn’t do it sooner!”
“Finally found a practice management software that ticks every box and keeps us on track with deadlines, jobs, onboarding and billing.”
“It keeps everything in one place, and has taken a lot of admin stress off our plate. It was built by an accountant for accountants, and you can really tell.”
Switching to Engager
Moving from spreadsheets or another practice management system?
Most firms are up and running within a few weeks. We import your clients and services, and certified implementers are on hand if you want someone to set it all up with you.
- Client and service import handled for you
- Free live training sessions every week
- Support included in every plan
- UK-hosted data and Cyber Essentials certified
“I’d had trials with Karbon and TaxDome and thought it would take months to get to grips with. Engager was effortless.”
Your switch, step by step
- 1ImportClients, contacts and services brought across
- 2Set upTemplates, letters and automations tailored to your practice
- 3TrainLive sessions for the whole team
- 4Go liveYour first engagement letter signed
Security
Your clients’ data, protected.
GDPR compliant, hosted in the UK and independently certified, so you can onboard clients with confidence.
Hosted in the UK
Your practice and client data is stored on UK servers.
Cyber Essentials certified
Certified to the UK government-backed standard. View certificate
Backed up and encrypted
Ongoing backups and encryption protect everything you store.
Pricing
Practice management software pricing, made simple.
One price for your whole practice, based on how many clients you look after. Every feature and unlimited users included.
Work out your price
Enter your number of clients or drag the slider.
For small teams
£89+VAT
a month
a month
Billed monthly.
- Secure client portal
- eSigning capabilities
- Mobile app access
- Branded client experience
- Automated emails
- Task management
- Document templates
- Unlimited users
- UK-hosted, Cyber Essentials certified
No card details required.
Compare plans in full →Common questions
Choosing practice management software
What is practice management software for accountants and bookkeepers?
Software that runs the whole client lifecycle in one place: winning work with proposals, onboarding with engagement letters and eSignatures, managing tasks and deadlines, communicating with clients and tracking time. Engager.app does all of this and connects to Xero, QuickBooks, FreeAgent, TaxCalc, HMRC and Companies House.
Who is Engager.app for?
UK accountants and bookkeepers of every size, from sole practitioners to large firms. Over 2,000 UK firms use Engager, and because pricing is based on the clients you look after rather than the people in your team, it scales as you grow.
How much does Engager.app cost?
From £9 +VAT a month, priced by the number of clients you look after. Unlimited users and every feature are included on every plan, and two-way Xero sync is an optional £4 a month. See full pricing.
Is there a free trial?
Yes. Every feature is free for 28 days with no card details required. The initial setup guide and help centre walk you through getting your clients in. If you decide not to continue, your data is securely archived and then permanently deleted in line with data protection law.
Can I switch from another system?
Yes. Thousands of firms have moved to Engager from spreadsheets and other practice management tools. Our import process brings over your clients and services, and implementers are available if you want hands-on help. Read how other firms did it in our switching stories.
Which software does Engager.app integrate with?
Engager connects with Xero, QuickBooks, FreeAgent, TaxCalc, HMRC, Companies House and more, plus Microsoft 365 and Gmail for email.
What support is included?
Support is included on every plan, with a 2-hour response time. You also get the help centre, live sessions, a Facebook community of more than 2,600 members and a Facebook Live every Wednesday evening.
Where is my data stored, and is it secure?
Your data is hosted in the UK, protected by ongoing backups and encryption, and Engager is Cyber Essentials certified, the UK government-backed standard for protecting organisations against common cyber attacks. View our Cyber Essentials certificate.
Is there a limit on how much data I can store?
No. There is no limit on the data you can store in Engager, under a fair usage policy that protects against misuse.
Get started
Ready for a calmer practice?
Try every feature free for 28 days. Our team will help you import your clients and set up your services.
Newsletter
Be the first to know.
Product updates, events and practical tips for running your practice, straight to your inbox. No spam, unsubscribe any time.