- Automate Your Firm
- Simplify Task Management
- Increase Profitability
Practice Management Software for UK Accountants & Bookkeepers
Practice Management Software for UK Accountants & Bookkeepers
Voted Practice Management Software of the Year 2025
Powerful Integrations Into Your Existing Software
Built by Accountants and Bookkeepers,
For Accountants and Bookkeepers
Generate Letters of Engagement in Minutes
Quote with Confidence Using Our Pricing Calculator
Stay on Track with Kanban Task Management
Create On-Brand Documents with Document Designer
Delight Clients with a Branded Client Portal
Save Time with Automated Record Requests
Ditch the chaos
Smarter Tools. Sharper Workflow.
Work better, faster, every day.
Task Management
Manage your clients in less time.
Stay on top of deadlines, assign work in seconds, and let Engager handle the reminders, so you never miss a thing.
AUTOMATED ADMIN
Less Chasing. More Doing.
Engager works 24/7 – chasing records, reminding clients, and following up automatically for you. No awkward emails. No wasted time. Just smooth, effortless admin.
More time for real client work (or a proper lunch break).
Packed with power
Everything Your Team Needs to Succeed
Serious workflow speed. Zero faff.
Pricing
Clear & Honest Pricing
All plans include every feature Engager offers. The only extra fees are for SMS and Xero integration.
Enjoy unlimited users at no extra cost.
Work out your price
Enter your number of clients or drag the slider.
billed monthly
Expertise
Safe. Compliant. Reliable.
Your clients’ data is protected with UK-grade security.
-
GDPR
Compliant -
Cyber Essentials
Certified -
Hosted on
UK servers -
Automated
Backups
ENGAGEMENT LETTERS
Branded Letters of Engagement. Ready in Minutes.
Generate professional, fully branded Letters of Engagement in just a few clicks. No templates to build, no faff. Engager comes pre-loaded and ready to go, so you can start sending compliant documents straight away.
SMART FEATURES
Powerful Features, All in One Place
Engager goes way beyond the basics, helping you save time, improve accuracy, and keep everything connected.
- Integrated email with Microsoft 365 and Gmail: keep all your client comms in one secure place
- Time tracking: track billable hours and boost productivity
- Bulk forms: gather info from clients at scale, in seconds
- And so much more, all designed to make your practice run smoothly
real results
Our Experience
By the Numbers
Join over 8,000 accountants and bookkeepers already saving time and boosting client experience with Engager.
Accountants and Bookkeepers Actively Using Engager
Engagement Letters
Generated
Average Hours Saved
Per Month
Client Communications
Sent
You’ve got the questions
We Have the Answers
We’re here to make switching easy. If you’re wondering how Engager fits your practice, you’ll find the answers below.
Still not sure? Email support@engager.app any time, we’re always happy to help.
Subscriptions that don't break the bank
Our plans start from just £9+VAT per month, scaling up as your practice grows.
Get powerful tools for less, with no hidden fees or surprises.
What is Engager.app?
Engager.app is a cloud-based practice management software for accountants and bookkeepers, designed to streamline operations. Offering features like task management, automated reminders, and customisable dashboards.
How can Engager.app help my accountancy/bookkeeping practice?
Engager.app is designed to enhance the efficiency and effectiveness of accounting and bookkeeping practices through a suite of tailored features:
1. Workflow Automation
Engager.app automates routine tasks such as requesting records, obtaining approval, and sending reminders. This automation reduces manual intervention, minimising errors and freeing up time for more strategic activities.
2. Centralised Client Management
All client information is consolidated into a single, accessible platform. This centralisation ensures that your team can quickly access up-to-date client data, improving responsiveness and service quality.
3. Secure Client Portal
Engager.app offers a secure client portal for real-time document exchange and communication. This feature enhances transparency and keeps clients informed about their financial matters.
4. Seamless Integration
Engager.app integrates with popular accounting software such as FreeAgent, QuickBooks, and Xero, ensuring data consistency and reducing redundant data entry.
5. Customisable Dashboards
The platform offers customisable dashboards, allowing you to tailor the interface to your practice’s specific needs. This adaptability ensures that the software aligns with your workflow.
6. Enhanced Collaboration
With features like colleague tagging and workflow management, Engager.app fosters better collaboration among team members, leading to increased productivity.
7. Document Management and E-Signing
The software includes document management capabilities and supports e-signatures, streamlining approval processes and reducing the need for physical paperwork.
By integrating these features, Engager.app empowers your practice to operate more efficiently, enhance client relationships, and focus on delivering high-quality financial services.
Is Engager.app suitable for large or small practices?
Yes, Engager.app is designed to accommodate accounting and bookkeeping practices of all sizes, from sole practitioners to large firms. Its scalability and customisable features make it a versatile solution for various practice needs.
For Small Practices:
User-Friendly Interface: Engager.app offers an intuitive interface that simplifies client management, making it accessible for sole practitioners or small teams without extensive training.
Comprehensive Tools: Despite its simplicity, the platform provides robust features such as task management, automated reminders, and customisable dashboards, enabling small practices to operate efficiently and professionally.
For Large Practices:
Scalability: Engager.app is built to handle the complexities of larger firms, offering scalable solutions that grow with your practice.
Advanced Features: Larger firms can benefit from advanced functionalities like workflow automation, team collaboration tools, and in-depth reporting, which are essential for managing extensive client bases and large teams.
Customisation and Integration:
Tailored Services: With the Custom Services feature, practices can set up offerings like new client onboarding, AML checks, or health checks, allowing Engager.app to adapt to specific operational needs.
Seamless Integration: Engager.app integrates effortlessly with well-known accounting software platforms, including QuickBooks, FreeAgent and Xero, promoting efficiency and ensuring data consistency across systems.
Flexible Pricing Plans:
Engager.app offers bespoke pricing plans tailored to different stages of practice growth, ensuring that both small and large firms can find a plan that aligns with their budget and requirements.
In summary, Engager.app’s adaptable design and comprehensive feature set make it a suitable practice management solution for accounting and bookkeeping practices of any size.
Can Engager connect with Xero, QuickBooks, and other tools?
Engager.app integrates effortlessly with many well-known accounting software platforms, including QuickBooks, FreeAgent and Xero, promoting efficiency and ensuring data consistency.
What kind of support can I expect from Engager.app?
You’ll receive dedicated support with a commitment to a 2-hour response time, access to a thorough Help Centre, and a community forum for support among peers. We also conduct Facebook Live sessions every Wednesday evening for live support and updates.
How much data can I store within Engager.app?
There’s no limit to the amount of data you can store within Engager.app. We operate a fair usage policy which protects us against product misuse.
Is my data secure with Engager.app?
Your data’s security is paramount. Engager.app employs robust security measures, including ongoing backups and encryption, to protect your data.
How does the pricing work for Engager.app?
Our pricing is client-based, not user-based, offering an economical approach. We provide diverse tiers, starting with an accessible entry-level option, to accommodate practices of varying sizes.
Can I try Engager.app before subscribing?
Yes, a 28-day complimentary trial with full feature access is available without requiring credit card details, allowing you to fully assess the software’s functionality.
Secure your 28-day free trial here: Free Trial
What happens to my data if I decide not to continue after the trial?
Should you opt not to continue post-trial, your data will be securely archived before being irrevocably deleted, all in line with data protection laws.
How do I get started with Engager.app?
To start, register for the free trial, utilise the Help Centre for setup guidance, and join our community for further support and networking with fellow accountancy professionals.
INSIGHTS & UPDATES
Thoughts, Insights and Latest Industry Updates
Stay ahead with the latest updates, expert advice, and real stories for accountants and bookkeepers.
