To connect the app to the Client Portal you must already have an account in the Portal and your accountant must be using Engager.app in their practice.
If you don’t have the account yet, ask your accountant to send you an invitation e-mail containing a link that will allow you to set up a password.
After the account is set up, log into the Client Portal on another device, such as a computer or a tablet. The login screen will look similar to the attached screenshot but will contain the logo or practice name of your accountant.
Click on the user icon in a circle next to your name in the top-right corner of the window to open a dropdown menu.
Then click on the ‘Link our mobile app’ option from the menu.
Follow the steps on the screen to complete your app linking process.
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What our users say
Engager…I hope no one else uses it…there I said it. The competitive advantage it gives me and my 20+ years established practice is game changing.
If you are an accountant with your own practice and you don’t use Engager you will be left behind.
It’s hard to believe this is such a young product because already its features are unrivalled by the competition.
Starting my accountancy practice in Excel took a lot of work.
I remember having sleepless nights, constantly worrying if I would miss client deadlines.
However, I recently came across Engager.app, which has significantly impacted my accountancy practice. It has allowed me to future-proof my business and stay ahead.
I highly recommend it to anyone in the accounting industry looking to grow with assurance and keep on top of clients’ needs.
After taking the plunge to move from another Practice Manager system, Engager has been a delight!
Very easy to use, the support is the best I have ever experienced and the system itself has made each day joy to work with.
I would 100% recommend Engager.
The practice management software you’ve been waiting for.
Did my first live pricing with a prospect today. Sooo good, can deal with any queries or concerns straight off. Proposal sent while they were with me and fee agreed.
5 new self assessments this week and proposal, engagement letter and onboarding forms all working an absolute dream.
It’s the best CRM for accountants. The support is amazing. Not sure if you can find product as good as this.
Not only they are looking consistently to improve it but they seems to listen what the users suggest and always deliver, even go further.
The communication of what is in the pipeline in short and long term is outstanding.
Our experience with Engager has been nothing short of fantastic.
As a smaller practice, we were looking for a practice management software that didn’t break the bank, and Engager fit the bill perfectly.
The price point is incredibly reasonable, especially considering the robust features and functionalities it offers.
We absolutely love Engager. At the moment we are only using it for pricing.
We are very much looking forward to using Engager fully for our practice management.
The support you receive is really fast and proactive too.
This is just a brilliant software. The customer support is absolutely out of this world.
The software itself has a lot in it and at a price that is really excellent value for money!
It really does what it says on the tin and much more. For me an absolute no-brainer!
We have only just started using Engager after looking at a few other alternatives.
Their customer service support goes above and beyond any others we have used. The ease of use and flexibility to tailor to our internal processes only adds to the value Engager brings to our practice.
Add to this the ever evolving development which runs in conjunction with customer feedback, there really isn’t anything more to write!
This software is such a game changer. So easy to use – it’s fast, accurate, clear, easy to configure for individual clients and bulk updates has been a pleasure!!
The support team have been amazing, very responsive and helpful.
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