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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

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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Illustration of a calendar showing 7 August, documents uploading to the cloud and a quarterly timeline

9 June 2026

The first MTD for Income Tax quarterly update: preparing clients for 7 August 2026

Quarter 1 of Making Tax Digital for Income Tax ends on 5 July. Here is what clients need to send, how standard…

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Illustration of a client onboarding timeline from enquiry to welcome, with accept and decline buttons

26 May 2026

A client onboarding process for small accounting practices

From first enquiry to the first job, here is a step-by-step onboarding process covering proposals, engagement letters, AML checks, professional clearance and…

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Illustration of a practice client list connected to an authorised government account, with an email

12 May 2026

How to sign clients up for MTD for Income Tax as an agent

From the agent services account to the digital handshake and the main and supporting agent roles, this is the authorisation and sign-up…

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Illustration of four quarterly price cards and a pricing slider

23 April 2026

How to price quarterly MTD for Income Tax work

Quarterly updates change the shape of a sole trader or landlord engagement. Here are practical ways to scope, package and explain your…

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