Chasing documents via email
Stop searching through inboxes. Files are organised and easy to find in one place.
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Customer storyHow Adrian Bryan built a scalable, system-driven practiceWith TaxCalc and Engager working together.
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Compliance, referrals and payments
Customer storyHow Appleleaf gained control of leads, workflows and client communication"Engager understood the pain points accountants face."
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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 / Client Portal
Client portal for accountants and bookkeepers
Exchange documents securely, keep clients up to date and get documents signed, all in one branded portal your clients can use on any device.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Work smarter with clients
Stop chasing documents by email
Important files get lost in long email threads. The client portal keeps everything in one secure place, so you and your clients always know where things stand, with less admin for your team.
- Encrypted document sharing in both directions
- Share files and forms, and get documents e-signed
- Your logo and colours for a professional experience
- Works on desktop, tablet and mobile, plus the Engager mobile app
How it works
How the client portal works
Give every client a single, secure place to find what you have shared and send you what you need.
Share sensitive documents with confidence
Upload signed contracts, financial reports and other documents into an encrypted environment. Clients can upload files back, so everything stays organised in one place.
Keep clients up to date
Share files and forms and send documents for e-signature through the portal, so clients can see exactly what is needed from them and when.
Your client portal, in their pocket
With the Engager mobile app, clients can securely upload documents, check tasks and stay in touch from their phone. The app is available on Google Play and the App Store.
Try it free for 28 days
No card details required. Every feature included.
Common challenges
Problems the client portal solves
Clients unsure what is needed
Share files and forms and request signatures through the portal, so clients always know where things stand.
Worried about security
Data shared through the portal is encrypted. Engager is UK-hosted with ongoing backups, and Cyber Essentials certified.
Clients who are always on the move
The portal is responsive, and the Engager mobile app lets clients upload documents from their phone.
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 the client portal
Every Engager subscription includes every feature and unlimited users, so the client portal works alongside your forms, signatures and engagement letters.
Questions
Client Portal FAQs
What is a client portal?
A client portal is a secure online space where you can share documents, collaborate and communicate with clients, all in one place.
How secure is the client portal?
Data shared through the portal is encrypted. Engager is UK-hosted, with ongoing backups, and is Cyber Essentials certified.
Can I brand the portal for my firm?
Yes. You can add your firm’s branding, including your logo and colours, to give clients a professional experience.
Does the portal work on mobile devices?
Yes. The client portal is fully responsive, so clients can use it on desktop, tablet or mobile. Clients can also use the Engager mobile app, available on Google Play and the App Store.
Can clients upload documents securely?
Yes. Clients can securely upload and share files directly through the portal, which reduces the need for email attachments.
Is the client portal 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.
Is the client portal included in every Engager plan?
Yes. The client portal 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.
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.
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