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Features / Bulk Message

Bulk email and SMS for accountants and bookkeepers

Filter your client list, personalise your message and send it by email or SMS in one go. Updates, reminders and information requests reach the right clients in minutes.

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No card details required. Every feature and unlimited users included, from £9 +VAT a month.

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Engager bulk message audience picker with Limited Companies selected

Why bulk messaging

One message, every client who needs it

Sending updates one email at a time does not scale. Bulk messaging lets you reach a targeted group of clients with a professional, branded message, from the same place you manage their work.

  • Filter clients by services, deadlines, custom fields and more
  • Send by email or SMS (SMS messages are charged separately)
  • Mark each message as Information or Marketing for GDPR
  • Personalise every message with placeholders
  • Add images and save reusable templates
  • Send forms in bulk to collect client information

See pricing for your practice

Engager bulk message to a filtered client list, with email or SMS and placeholders

How it works

How bulk messaging works in Engager

Choose your audience, write once and send. Engager handles the personal details for each client.

Filter, then send

Pick the clients you want to reach using Engager’s filters, such as service, deadline or a custom tag, then send to all of them at once. No more copying and pasting the same email.

See how filtering works

Engager filter menu with checkboxes for IDs, fees, contacts and custom fields

Stay on the right side of GDPR

Label each message as Information or Marketing, so you respect your clients’ preferences and keep within GDPR and marketing rules while you communicate at scale.

Engager bulk message labelled as Information rather than Marketing

Personal at scale

Placeholders add each client’s name, service or deadline to the message, so a bulk email still reads as if it was written for them. Add imagery for a branded look, and save the message as a template for next time.

Use custom fields as placeholders

Two personalised emails generated from one bulk message template
Try it free for 28 days

No card details required. Every feature included.

Common challenges

Problems bulk messaging solves

Sending updates one by one

Reach hundreds of clients in minutes instead of writing the same email again and again.

Unsure about marketing consent

Information and Marketing categories help you keep every message compliant with GDPR and marketing law.

Generic messages that get ignored

Placeholders and imagery make each message personal, professional and on brand.

Chasing the same details from many clients

Send forms in bulk to collect client details, service preferences or feedback in one round.

Reviews

Rated Excellent by accountants and bookkeepers

4.6 out of 5 from 199 reviews on Trustpilot, 181 of them five stars.

Read all reviews on Trustpilot
“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!”
Fiona · Verified Trustpilot review, April 2025
“Finally found a practice management software that ticks every box and keeps us on track with deadlines, jobs, onboarding and billing.”
Rosevale Accountants Ltd · Verified Trustpilot review, February 2025
“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.”
Jana W · Verified Trustpilot review, February 2026

Works together

Pairs well with bulk messaging

Every Engager subscription includes every feature and unlimited users, so bulk messaging works alongside your filters, forms and automated emails.

Filtering

Build the exact client list you need from over 50 criteria, including your custom fields.

Explore filtering

Forms

Collect client information securely with forms you can send to many clients at once.

Explore forms

Automated emails

Send reminders and requests automatically, triggered by deadlines and job phases.

Explore automated emails
Explore all features

Questions

Bulk Message FAQs

Can I filter my clients to send messages to specific groups?

Yes. You can filter clients based on criteria such as services, deadlines or custom tags for targeted communication.

How does bulk messaging stay GDPR compliant?

Engager lets you categorise messages as Information or Marketing, helping you comply with GDPR and marketing regulations.

Can I personalise messages when sending in bulk?

Yes. Use placeholders to personalise each email or SMS with details such as the client’s name, service or deadline.

Can I add images to emails?

Yes. You can add imagery to make your emails more visually engaging and professional.

Can I save time with templates?

Yes. Engager lets you create and reuse templates, so your messaging stays consistent across your practice.

Is bulk messaging 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. SMS messages are charged separately.

Is bulk email and SMS included in every Engager plan?

Yes. Bulk email and SMS is included in every Engager plan, along with every other feature and unlimited users, from £9 +VAT a month. You can try it free for 28 days with no card details required. SMS messages are charged separately if you choose to send them.

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.

250 clients
1 client30,000+ clients
For small teams
£89+VAT
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
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No card details required.

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