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How Appleleaf Gained Control of Leads, Workflows, and Client Communication
As Appleleaf Chartered Certified Accountants grew, cracks began to appear in lead…
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How Holden Associates Replaced Disconnected Systems with One Joined-Up Platform
When Holden Associates outgrew a stack of disconnected systems, founder Jason Holden…
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How M Squared Accountants Replaced Spreadsheets with Scalable Systems
Based in the North East of Scotland, Susan Lyon works as PA…
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“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.”
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Automated Email
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Letter of Engagement
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Adfin
Armalytix
Companies House
Crezco
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QuickBooks
RQ
TaxCalc
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Jan 4, 2026
How Appleleaf Gained Control of Leads, Workflows, and Client Communication
As Appleleaf Chartered Certified Accountants grew, cracks began to appear in lead tracking, job management, and client communication. Here’s...
Read More
Jan 4, 2026
How Holden Associates Replaced Disconnected Systems with One Joined-Up Platform
When Holden Associates outgrew a stack of disconnected systems, founder Jason Holden knew something had to change. By switching...
Read More
Jan 3, 2026
How M Squared Accountants Replaced Spreadsheets with Scalable Systems
Based in the North East of Scotland, Susan Lyon works as PA to the directors of a rapidly growing...
Read More
Dec 2, 2025
A Recap of Fusion 2025
Fusion 2025 marked a major milestone in the evolution of Engager and TaxCalc. From two-way sync and file-sharing through...
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Oct 15, 2025
New: Proposal Plus
At Engager, we’ve always believed that first impressions matter, especially when it comes to clients. Your proposal isn’t just...
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Sep 18, 2025
How Beth Built a Modern Practice with Engager & Adfin
She didn’t just want to become an accountant, she wanted to redefine how a modern practice could look and...
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Sep 6, 2025
Coming Soon: A New Chapter for Onboarding
At Engager, we’ve always believed that onboarding should be smooth, flexible, and designed around the way accountants and bookkeepers...
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Sep 5, 2025
Smarter Insights, Stronger Workflows
At Engager, we’re always looking for ways to cut admin, simplify processes, and give accountants and bookkeepers the tools...
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Aug 12, 2025
Adfin vs GoCardless: Which Payment Platform is Right for Your Business?
If you’re still using GoCardless to collect client payments, you’re not alone. It’s long been a popular choice for...
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