Spending too long writing clearance letters?
Engager generates clearance letters from client services, so there is nothing to write by hand.
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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 / Professional Clearance Letters
Professional clearance letter software for accountants & bookkeepers
Generate professional clearance letters from smart templates, pre-filled with each client’s services. Faster, consistent requests to the previous accountant, every time.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Professional clearance letters
Automate clearance letters and standardise the handover
Generate clearance letters from templates pre-filled with the details you need. Customise the content for each firm, automate service-specific requests and keep every communication consistent and compliant.
Letters generated from each client’s services
Engager includes the relevant services for each client automatically, so every letter is accurate, consistent and ready to send.
How it works
How clearance letters work in Engager
Save time with automatic letter generation
Engager uses client data and active services to generate a professional clearance letter in seconds, so you can focus on more important work.
Accuracy and consistency
All relevant services are included automatically, so nothing is missed, and standard templates keep your practice consistent.
Fully customisable with the Document Designer
Tailor the branding, layout and content of your clearance letters to present a polished, professional image.
Common challenges
Problems professional clearance letters solve
Worried about missing key information?
All enabled services are pulled straight into the letter, so your clearance requests are accurate and complete.
Struggling to keep the process consistent?
Customisable templates give everyone in your team the same professional clearance process.
Want a professional finish?
Use the Document Designer to customise the layout and branding of your letters so they reflect your firm’s standards.
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
Features that work with clearance letters
Onboard a new client from clearance request to signed engagement letter in one system.
Letter of engagement
Tailored engagement letters built from your services and fees.
Explore letter of engagementLetter of disengagement
On-brand disengagement letters built from active services.
Explore letter of disengagementCustom services
Set up the services your practice actually offers.
Explore custom servicesQuestions
Professional clearance letter FAQs
What is a professional clearance letter?
A professional clearance letter is sent to a client’s previous accountant to request the information needed for a smooth handover.
How does Engager generate clearance letters?
Engager pulls the client’s active services into a pre-built template and produces a customised clearance letter in seconds.
Can I customise the look and feel of my clearance letters?
Yes. Add your firm’s branding, including your logo and colours, for a professional finish.
How does this feature save me time?
Instead of writing each letter by hand, Engager uses the client’s data and active services to produce a complete, ready-to-send letter in seconds.
What if I need to include additional information?
Templates are fully customisable, so you can tailor the content for each firm and include anything else you need the previous accountant to provide.
Are professional clearance letters included in my subscription?
Yes. Every Engager subscription includes every feature and unlimited users. Pricing is based on the number of clients you manage, from £9 +VAT a month, and you can try it free for 28 days with no card details required.
Are professional clearance letters included in every Engager plan?
Yes. Professional clearance letters 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
- Automated emails
- Task management
- Document templates
- Unlimited users
- UK-hosted, Cyber Essentials certified
No card details required.
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