Undercharging new clients
Capture the value of work done before the client joined, rather than absorbing the cost yourself.
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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
Features / Catch-Up Fees
Catch-up fees for accountants and bookkeepers
Charge new clients fairly for the work from before they came on board. Engager calculates catch-up fees from the period elapsed and the services needed, then adds them to the letter of engagement.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Charge your worth
Get paid for the work that came before
New clients often arrive part way through a year, with bookkeeping or returns already due. Working out those fees by hand is slow and easy to get wrong. Engager does the calculation for you and keeps it transparent for the client.
- Fees calculated automatically from the period elapsed and the services required
- Charge in instalments or as a one-off payment
- Fees added to the letter of engagement, ready for approval
- Adjust any fee manually when you need to
How it works
From calculation to signed agreement
Catch-up fees connect to your pricing, your engagement letters and your client onboarding.
Calculated for you
Engager works out each catch-up fee from the months elapsed and the services the client needs, using the pricing drivers you have set up. Need a different figure? You can override it manually.
Added to the letter of engagement
Catch-up fees flow straight into the client’s letter of engagement, so the client sees exactly what they are paying for and why before they agree.
Approved and signed online
Clients review and sign their letter with e-signatures, and can access it securely through the client portal on desktop or the Engager mobile app.
Try it free for 28 days
No card details required. Every feature included.
Common challenges
Problems catch-up fees solve
Time spent on manual sums
Calculations are automated, so there is no spreadsheet to build for each new client.
Awkward fee conversations
A clear breakdown in the engagement letter makes the fee transparent from day one.
Clients who cannot pay in one go
Offer instalments or a one-off payment, whichever suits the client.
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.”
Works together
Pairs well with catch-up fees
Every Engager subscription includes every feature and unlimited users, so catch-up fees work alongside your pricing, proposals and engagement letters.
Pricing tool
Set pricing drivers such as turnover or transaction volume and quote consistently.
Explore the pricing toolLetter of engagement
Build tailored engagement letters with services, fees and responsibilities.
Explore letters of engagementProposals
Send branded proposals with fees built in and see when a prospect opens them.
Explore proposalsQuestions
Catch-Up Fees FAQs
How does Engager calculate catch-up fees?
Catch-up fees are calculated from the period elapsed and the services the client requires. The calculations are automated for accuracy and speed.
Can I adjust the automatically calculated fees?
Yes, you have full control. You can manually override the calculated fees so they match your agreement with the client.
Are catch-up fees included in engagement letters?
Yes. Catch-up fees are automatically added to the client’s letter of engagement, ready for approval and e-signature.
Can clients pay catch-up fees in instalments?
Yes. You can choose to charge catch-up fees in instalments or as a one-off payment.
Are catch-up fees included in every plan?
Yes. Every Engager subscription includes every feature and unlimited users. Pricing is based on how many clients you have, from £9 +VAT a month, and you can try it free for 28 days with no card details required.
Are catch-up fees included in every Engager plan?
Yes. Catch-up fees are included in every Engager plan, along with every other feature and unlimited users, from £9 +VAT a month. You can try them free for 28 days with no card details required.
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
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- Task management
- Document templates
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