Emails lost between platforms
With two-way sync, every email sent or received through Microsoft 365 or Gmail is mirrored in Engager.
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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 / Email Integration
Email integration for accountants & bookkeepers, with Microsoft 365 and Gmail
Connect Microsoft 365 or Gmail and every email you send or receive is synced with Engager and linked to the right client automatically.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
All your email in one place
Every client conversation, where your team can find it
When client emails live in individual inboxes, nobody else can see the full picture. Email integration brings every conversation into Engager, next to the client’s work.
- Two-way sync with Microsoft 365 and Gmail
- Emails linked to client profiles automatically
- Send emails from Engager, manually or automatically
- Native connection for reliable delivery
- SMTP option for outbound email with other providers
How it works
How email integration works
Connect your mailbox once, and Engager keeps your client communication organised from then on.
Automatic email linking
Every email, inbound or outbound, is linked to the correct client profile, as long as the client’s email address is stored in Engager. No more hunting for email chains.
Better email delivery
Native integrations with Microsoft 365 and Gmail use trusted infrastructure, so your emails are delivered reliably and are less likely to bounce or land in spam.
Send emails directly from Engager
Send emails from Engager, manually or automatically, from reminders to client updates. Everything stays in one place, so you are not switching between tools.
Try it free for 28 days
No card details required. Every feature included.
Common challenges
Problems email integration solves
Searching for client emails
Automatic email linking connects emails to client profiles, so important conversations are easy to find.
Email delivery issues
Native integrations improve delivery and help you avoid bounce-backs and spam filters.
Switching tools to send emails
Send emails from Engager, manually or automatically, without leaving the platform.
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 email integration
Every Engager subscription includes every feature and unlimited users, so email integration connects with the rest of your client communication.
Automated emails
Send reminders and requests automatically, triggered by deadlines and job phases.
Explore automated emailsBulk messaging
Send one personalised message to a filtered group of clients by email or SMS.
Explore bulk messagingClient portal
Share documents securely with clients through your own branded portal.
Explore the client portalQuestions
Email Integration FAQs
How does two-way email sync work?
When you connect Engager to Microsoft 365 or Gmail, all sent and received emails appear both in your email client and in Engager.
What is automatic email linking?
Automatic email linking matches any email sent or received to the correct client profile in Engager, based on the client’s stored email address.
What if I do not use Microsoft 365 or Gmail?
You can still send outbound emails using SMTP integration. This option supports outbound email only, not two-way sync.
Can I send automated emails through Engager?
Yes. You can send both manual and automated emails directly from Engager, which saves time and keeps communication consistent.
How does email delivery improve with native integrations?
Native integrations with Microsoft 365 and Gmail use trusted infrastructure, so your emails are delivered reliably and are less likely to be flagged as spam.
Is email integration 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 email integration included in every Engager plan?
Yes. Email integration 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
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