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Engager.app is cloud-based practice management software for accountants and bookkeepers, designed to streamline how your practice runs. It includes task management, automated reminders and customisable dashboards.

Engager.app brings the key parts of running a practice into one place:

• Workflow automation: automate routine tasks such as requesting records, obtaining approval and sending reminders, reducing manual work and errors.
• Centralised client management: all client information in one accessible platform, so your team always has up-to-date data.
• Secure client portal: real-time document exchange and communication that keeps clients informed.
• Integrations: connect with FreeAgent, QuickBooks and Xero for consistent data and less duplicate entry.
• Customisable dashboards: tailor the interface to your practice.
• Collaboration: colleague tagging and workflow management help your team work together.
• Document management and eSignatures: faster approvals and less paperwork.

Yes. Engager.app is designed for accounting and bookkeeping practices of all sizes, from sole practitioners to large firms.

Small practices get an intuitive interface that needs little training, with task management, automated reminders and customisable dashboards.

Larger firms get workflow automation, team collaboration tools and reporting to manage larger client bases and teams. Custom Services let any practice set up offerings such as new client onboarding, AML checks or health checks.

Pricing is based on the number of clients you look after, with unlimited users, so it works for firms at every stage of growth.

Yes. Engager.app integrates with well-known accounting software including QuickBooks, FreeAgent and Xero, keeping data consistent across your systems.

You get dedicated support with a commitment to a 2-hour response time, a thorough Help Centre and a community forum for peer support. We also run Facebook Live sessions every Wednesday evening for live support and updates.

There is no limit to the amount of data you can store within Engager.app. We operate a fair usage policy to protect against product misuse.

Yes. Engager.app uses security measures including ongoing backups and encryption to protect your data. Your data is hosted in the UK, and Engager is Cyber Essentials certified.

Our pricing is based on the number of clients you look after, not the number of users. Plans start from £9 +VAT a month, with unlimited users and every feature included. See pricing for details.

Yes. A free 28-day trial with full access to every feature is available, with no card details required. Start your free trial.

If you choose not to continue after the trial, your data will be securely archived before being irrevocably deleted, in line with data protection laws.

Register for the free trial, use the Help Centre for setup guidance and join our community for further support and networking with fellow accountancy professionals.