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The Engager blog

Practice management insights for accountants and bookkeepers

Product updates, practical guidance and customer stories from the Engager team, written for UK accounting and bookkeeping firms.

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Latest articles

Engager product update for September 2026: prospect forms, in-app help, guided set-up, multiple addresses, links in checklists and date placeholders

4 October 2026

Engager product update: September 2026

September brought prospect forms for capturing new enquiries, help and guided set-up inside Engager, multiple client addresses that sync with TaxCalc, and…

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Illustration of four software feature checklists with one selected

22 September 2026

What to look for in practice management software in 2026

Choosing or switching practice software this year? Use this neutral buyer checklist to compare systems on MTD workflows, engagement letters, AML, client…

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Illustration of a bar chart crossing a £30,000 threshold line beside a calendar for April 2027

8 September 2026

MTD for Income Tax from April 2027: preparing clients with income over £30,000

The next wave of MTD for Income Tax is seven months away. Find out who is caught by the £30,000 threshold, how…

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Engager product update for August 2026: fee review widget, won and lost deals report, new job statuses, pinned memos, full-screen previews and the TaxCalc filed status

5 September 2026

Engager product update: August 2026

A round-up of what changed in Engager during August 2026, from the new fee review widget and won and lost deals report…

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Illustration of AI chat messages with hidden client data beside a padlock

25 August 2026

Using AI tools safely with client data: a guide for accounting practices

AI assistants are turning up in every corner of the practice. Here is how to keep client information protected under UK GDPR…

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Illustration of a rising chart with a flag at the first quarter and a lightbulb

11 August 2026

MTD for Income Tax after the first quarterly deadline: lessons for quarter two

The 7 August deadline has been and gone. Here is what practices learned from the first round of quarterly updates, and a…

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Illustration of a calculator beside payment bars for 31 January and 31 July, with the July payment reduced

28 July 2026

Reducing payments on account before 31 July: a guide for accountants

With the second 2025 to 2026 payment on account due on 31 July, now is the time to check which clients could…

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Illustration of a risk assessment document under a magnifying glass beside a security shield

14 July 2026

HMRC’s anti-money laundering guidance for accountancy service providers: what has changed in 2026

New Money Laundering Regulations amendments and a fresh HMRC risk assessment for accountancy practices mean firm-wide risk assessments, client risk factors and…

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Illustration of an inbox of client records arriving, with a reminder bell

23 June 2026

How to get client records in on time without endless chasing

Late records cost practices hours in follow-up. A clear engagement letter, a yearly request schedule, automated reminders and a single upload point…

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