Customer storyEngager + Adfin
“I feel really confident about scaling with Engager.”
Beth RuscoeFounder, Nära Accountancy
Read Beth’s story →
Read Beth’s story →
- Features
Onboard clients
Communicate and team
Customer storyHow Adrian Bryan built a scalable, system-driven practiceWith TaxCalc and Engager working together.
Read the story → - Integrations
Compliance, referrals and payments
Customer storyHow Appleleaf gained control of leads, workflows and client communication"Engager understood the pain points accountants face."
Read the story → - Pricing
- Support
Learn and stay updated
Looking for practice management software?Try for free. No card details required.Packages start from as little as £9 +VAT per month.
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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
Integration demo
Adfin and Engager practice management integration demo
Take payments when clients sign their letter of engagement.
See how Adfin and Engager work together so payment collection starts the moment a client signs, with invoicing, chasing and reconciliation handled for you.
No card details required. Every feature included. Or view our pricing.
Adfin integration
What connecting Adfin and Engager does for your practice
By connecting Engager and Adfin, you can improve your invoicing and payment workflows with minimal effort. The integration is live and ready to use.
Automate payments
Send invoices from Engager straight into Adfin and let the platform handle sending, chasing, collecting and reconciling payments, automatically.
One payment dashboard
Track every invoice in one place. See what is paid, pending, overdue or outstanding at a glance.
Flexible payment methods
Give clients the freedom to pay by Direct Debit, open banking, bank transfer or card, improving convenience and reducing late payments.
Payment set up at onboarding
Include a Direct Debit signing process within your client onboarding flow, then push invoices from Engager to Adfin in one click.
About Adfin
Adfin is a payments and credit control platform built to help businesses get paid. It brings Direct Debit, card and bank transfer payments together in one place, with credit control that ranges from scheduled reminders to AI agents that tailor chasing to each customer. For accountants and bookkeepers, it covers invoice automation, Direct Debit mandate management and chasing workflows.
Reviews
What accountants and bookkeepers say
Rated 4.6 out of 5 from 199 reviews on Trustpilot, 181 of them five stars, and used by over 2,000 UK firms.
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.
Compare plans in full →Next step
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Use every feature with your own clients and team. No card details required.
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Book a demo with our team
Schedule a one-to-one demonstration with our friendly team. It is an opportunity for a personalised walkthrough, highlighting the features that matter most to you, and the perfect time to get your questions answered.
Book a demoQuestions
Frequently asked questions
Still not sure? Email support@engager.app any time, we are always happy to help.
What is Engager.app?
Engager.app is cloud-based practice management software for accountants and bookkeepers. It includes task management, automated reminders and customisable dashboards, alongside a secure client portal and eSignatures.
How can Engager.app help my practice?
Engager automates regular tasks, centralises client management, improves communication through a secure client portal and gives you reporting tools to manage your practice efficiently.
Is Engager.app suitable for large or small practices?
Yes. Engager is built for practices of every size, from sole practitioners to larger firms, with pricing that scales as your practice grows.
Can I integrate Engager.app with other accounting software?
Yes. Engager integrates with well-known accounting software including Xero, QuickBooks and FreeAgent, so your client data stays consistent. See all integrations.
What kind of support can I expect from Engager.app?
You get dedicated support with a commitment to a 2-hour response time, a thorough Help Centre and a community forum for support from other users. We also run Facebook Live sessions every Wednesday evening for live support and updates.
How much data can I store within Engager.app?
There is no limit to the amount of data you can store in Engager.app. We operate a fair usage policy, which protects us against product misuse.
Is my data secure with Engager.app?
Yes. Your data is hosted in the UK and protected with ongoing backups and encryption, and Engager is Cyber Essentials certified. View our Cyber Essentials certificate.
How does the pricing work for Engager.app?
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 full pricing.
Can I try Engager.app before subscribing?
Yes. You get a 28-day free trial with full access to every feature and no card details required. Start your free trial.
What happens to my data if I decide not to continue after the trial?
If you decide not to continue after the trial, your data is securely archived and then permanently deleted, in line with data protection law.
How do I get started with Engager.app?
Register for the free trial, use the Help Centre for setup guidance and join our community for support and to meet other accountancy professionals.
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Ready for a calmer practice?
Try every feature free for 28 days. Our team will help you import your clients and set up your services.
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