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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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Adfin
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TaxCalc
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Jul 31, 2025
Exciting Engager and TaxCalc Integration Updates
It is hard to believe we are already approaching three months since we announced the Engager.app and TaxCalc partnership...
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Jul 25, 2025
Choosing the Right Practice Management Solution
Every accounting or bookkeeping firm needs a Practice Management Solution. But not every solution is right for every firm....
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Jun 23, 2025
Why specialised practice management software outperforms generic tools
In 2025, client demands, compliance, and complexity continue to rise and your tools must keep pace. Generic project management...
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May 14, 2025
What Engager Joining The TaxCalc Group Means for You
Engager is now part of the TaxCalc group, and we're just getting started. In this blog, we share what...
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Apr 9, 2025
Introducing Engager.app’s HMRC 64-8 Integration
Engager.app introduces its HMRC 64-8 Agent Authorisation integration, enabling accountants and bookkeepers to manage client authorisations directly within the...
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Mar 15, 2025
The Importance of Client Management Software for Accountants & Bookkeepers
Discover how Engager's intuitive features can revolutionise your accounting and bookkeeping services, enhancing client relationships and streamlining operations....
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Mar 7, 2025
How Sam Tasker-Grindley Sees the Future for Accountants and Bookkeepers
In an industry that increasingly feels like a relentless race against deadlines and technology changes, Sam Tasker-Grindley believes there’s...
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Mar 7, 2025
Making Tax Digital for Income Tax: The Future of Bookkeeping
At its core, MTD for Income Tax isn't just another compliance headache, it's a catalyst for change in bookkeeping...
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Mar 7, 2025
How Digital Transformation Gave Me My Life Back
A traditional accountancy practice, paperwork spilling out from every corner, stacks so high you'd have to squeeze sideways just...
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