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App Connection Guide

Link the Engager mobile app to your client portal

Log into the app easily and securely.

Follow this app connection guide to link the Engager mobile app to your client portal account in three simple steps. You’ll need your client portal login and a second device, such as a computer or tablet.

Show me the steps
Client portal account page showing a QR code for linking the Engager mobile app

Step-by-step guide

How to link the app in three steps

Step 1: Log into your client portal on another device

After your 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 this one, but will show the logo or practice name of your accountant.

Client portal login screen with email address and password fields

Step 2: Open the menu and choose ‘Link our mobile app’

Click 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 the ‘Link our mobile app’ option in the menu.

Client portal account menu with the Link our mobile app option

Step 3: Follow the steps on screen

Follow the steps on the screen to complete your app linking process.

Link our mobile app screen with download instructions and a QR code to scan

It’s that simple

Enjoy using the app

Once your app is linked, you can log in easily and securely. If you have any trouble logging in to your client portal, contact your accountant, as they manage your portal account.

For accountants and bookkeepers

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Engager gives your clients a secure portal for documents, signing requests and forms, all branded with your practice name.

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