Free training sessions for accounting & bookkeeping firms

Engager Live Sessions

Each session focuses on real workflows, common challenges, and simple improvements you can apply straight away.

Intermediate

45 Mins
13 January 2026, 1:30pm

Communication & Automation

See how automated emails, task triggers and client chasers can cut manual admin, while still giving you full control over timing and conditions.

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Advanced

45 Mins
14 January 2026, 1:30pm

Integrations & Automation

Understand how Engager integrates with TaxCalc and other tools to reduce duplication, keep data aligned and create more joined-up workflows.

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Basic

45 Mins
15 January 2026, 1:30pm

Client Records & Data Control

Learn how to structure and manage client records in Engager so data stays accurate, accessible and consistent across your firm.

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Basic

45 Mins
16 January 2026, 10:00am

Getting started

A practical walkthrough of Engager’s core setup, covering the essentials every firm needs to get right from day one. Ideal for new users or firms looking to reset and simplify their setup.

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Advanced

45 Mins
19 January 2026, 1:30pm

Pricing with Confidence

Learn how to structure services, pricing and scope clearly in Engager, so fees are consistent, transparent and easy to manage as your client base grows.

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Basic

45 Mins
20 January 2026, 1:30pm

Proposals & Onboarding

See how firms use Proposal Plus to create professional proposals, engagement letters and onboarding journeys in minutes, not hours.

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Intermediate

45 Mins
21 January 2026, 1:30pm

Workflow & Visibility

Explore Engager’s kanban-style workflows and job tracking to give your team clear visibility across work, deadlines and capacity.

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Intermediate

45 Mins
22 January 2026, 1:30pm

Client Experience

A practical look at client portals, forms, document sharing and eSignatures, all designed to reduce back-and-forth.

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Advanced

45 Mins
26 January 2026, 1:30pm

Time & Profitability

Learn how firms use time tracking and reporting in Engager to gain clearer insight into profitability, capacity and resourcing.

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"Amazing software, finally found a practice management software that ticks every box and keeps us on track with deadlines, jobs, onboarding and billing."

– Rosevale Accountants

Trustpilot