PixieEngager
Read Appleleaf’s story →“Engager understood the pain points accountants face and had been developed specifically to solve them.”
- 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
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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
Practice management software features
Everything you need to win, onboard and look after clients.
Proposals, engagement letters, e-signatures, task management, time tracking and a secure client portal for UK accountants and bookkeepers, in one platform. Every feature is included on every plan.
No card details required. Every feature included.
Win work
Win new clients and price work consistently
Turn enquiries into signed clients, and price every job the same way whoever writes the quote.
Pipeline
Track every prospect from first enquiry to signed client on a visual deals board. See what is in play, what needs a follow-up and where each opportunity stands, without a spreadsheet.
Explore Pipeline →
Proposals
Send branded proposals with your fees built in, see when a prospect opens one and record why lost deals were lost.
Explore Proposals →Pricing Tool
Build pricing formulas around transactions, record types and client size, so every quote is fair and consistent.
Explore Pricing Tool →Catch-Up Fees
Charge for the work covering the period before a client joined, calculated for you rather than by hand.
Explore Catch-Up Fees →Custom Services
Set up the services your practice really offers, from new client onboarding to AML checks and health checks.
Explore Custom Services →Onboard clients
Onboard new clients without the paperwork
Engagement letters, clearance letters, e-signatures and forms that take a new client from yes to fully set up.
Letter of Engagement
Choose services, fee periods and responsibilities, and Engager produces a tailored engagement letter for the client to sign.
Explore Letter of Engagement →E-Signature
Send documents for electronic signature and let clients sign from anywhere, with no printing or posting.
Explore E-Signature →Client Portal
Share documents securely, collect signatures and keep clients up to date in one branded portal.
Explore Client Portal →Forms
Send forms one at a time or in bulk through the portal, pre-filled where you already hold the data, with answers saved to the client record.
Explore Forms →Professional Clearance Letters
Generate professional clearance letters from templates that are already filled in with the details you need.
Explore Professional Clearance Letters →Letter of Disengagement
Produce professional, on-brand disengagement letters from the client and service details you already hold.
Explore Letter of Disengagement →Document Templates
Reuse letters and documents, with placeholders for client details, dates and TaxCalc figures, and your branding applied.
Explore Document Templates →Manage work
Manage every job from start to finish
Plan, assign and track work across your team, with the reporting to see what is late and where the time goes.
Task Management
Assign tasks and deadlines, follow progress on Kanban boards and see who is responsible for what. Automated email prompts keep clients moving when a phase is complete.
Explore Task Management →My jobs this weekNorthbank Tax & Advisory
Year end accountsVelvet Curtain Ltd · Sarah MillsDue 30 Jun
VAT returnNightingale Home Care · James ReidIn review
PayrollCrestview Consulting · Priya ShahDone
Job Phases
Break each service into clear phases with time budgets, so every job moves from start to finish in order.
Explore Job Phases →Workflow
Build a structured process for every service, assign the work and track progress across the whole team.
Explore Workflow →Checklists
Break complicated jobs into simple steps, so the same standard is met every time.
Explore Checklists →Dashboard
Choose the widgets, reminders and figures you want to see, and arrange your dashboard your way.
Explore Dashboard →Filtering
Filter client data by fees, services, relationships and more, then report on and act on the results.
Explore Filtering →Custom Fields
Add your own fields to clients, jobs and services, then use them as email placeholders and pricing drivers.
Explore Custom Fields →Time Tracking
Record time against tasks, jobs and services, and see where every hour goes.
Explore Time Tracking →Communicate and team
Keep clients and colleagues in the loop
Keep clients informed automatically and help your team work together, without chasing by email.
Automated Email
Set triggers for reminders, follow-ups and deadlines, and let Engager send the emails for you.
Explore Automated Email →Bulk Message
Send personalised updates and information requests to a filtered group of clients in one go.
Explore Bulk Message →Email Integration
Two-way sync with Microsoft 365 and Gmail files correspondence against the right client and job.
Explore Email Integration →Colleague Tagging
@mention colleagues on tasks, notes and services, so the right person is notified where the work happens.
Explore Colleague Tagging →Unlimited Users
Add your whole team, including temporary and external users, at no extra cost on every plan.
Explore Unlimited Users →Core Values
Show your practice’s mission and values inside Engager, so everyone sees what you stand for.
Explore Core Values →Mobile App
Give clients your portal on their phone to view documents, upload files and sign electronically.
Explore Mobile App →Module Access
Choose which parts of Engager each team member can see, with practice defaults and per-user settings.
Explore Module Access →Everything included
One price for every feature, and your whole team.
- Every feature on this page is included on every plan, from £9 +VAT a month
- Priced by the number of clients you look after, never by user
- Works with Xero, QuickBooks, FreeAgent, TaxCalc, HMRC, Companies House and more
- UK-hosted data and Cyber Essentials certified
No card details required.
8,000+users in accounting and bookkeeping practices
100k+engagement letters created in Engager
1.2m+client communications
Trusted by over 2,000 UK firms. Works with the software you already use.
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.”
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
Practice management software features FAQs
What features does Engager include?
Engager covers the whole client lifecycle: Pipeline, proposals, a pricing tool and catch-up fees to win work; engagement letters, e-signatures, a client portal, forms and clearance letters to onboard clients; task management, job phases, workflow, checklists, a dashboard, filtering, custom fields and time tracking to manage work; and automated email, bulk messaging, email integration and colleague tagging to keep everyone informed.
Are all features included on every plan?
Yes. Every feature and unlimited users are included on every plan, from £9 +VAT a month. Engager is priced by the number of clients you look after. The only optional extra is two-way Xero sync at £4 a month. See full pricing.
Do you charge per user?
No. Every plan includes unlimited users, so you can add your whole team, including temporary and external users, without paying more.
Can I try every feature before I buy?
Yes. The free 28-day trial includes every feature, with no card details required. Start your free trial.
Does Engager integrate with my accounting software?
Engager connects with Xero, QuickBooks, FreeAgent, TaxCalc, Xenon Connect, HMRC, Companies House, Xama, Armalytix, Adfin, Crezco and RQ. See all integrations.
Can I move to Engager from another system or spreadsheets?
Yes. Thousands of firms have migrated to Engager. Our import process brings over your clients and services, and approved implementers can help if you want hands-on support. How importing works.
Is my client data secure?
Your data is hosted in the UK with ongoing backups and encryption, and Engager is Cyber Essentials certified. View our Cyber Essentials certificate.
Switching stories
Firms that made the switch
UK practices explain, in their own words, why they moved to Engager and what changed.
AB Accountancy“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.”
Growth Through Knowledge“I love the integrations, particularly with Xama, and how easily I can put together proposals.”
Holden Associates“It meant more work upfront, but it gave us a system we could trust.”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.
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