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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 a Making Tax Digital switch turned on, four quarter tiles and a rocket

9 April 2026

MTD for Income Tax is now live: what changed on 6 April 2026

The first mandatory year of Making Tax Digital for Income Tax has started. Here is who is in scope, what the quarterly…

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Illustration of an ID card being scanned beside a green verified shield

24 March 2026

Companies House identity verification: what accountants and their clients need to do

Directors and PSCs now have to verify their identity with Companies House. Here are the transition dates, the three ways to verify…

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Illustration of a calendar showing 5 April beside stacks of coins and an hourglass

10 March 2026

Tax year end 2025/26 checklist for accountants and their clients

ISA, pension, dividend, capital gains and gifting allowances that reset on 5 April 2026, with the 2025/26 figures and a practical checklist…

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Illustration of a signed engagement letter beside an MTD document about quarterly updates

24 February 2026

Updating your letters of engagement for MTD for Income Tax

Quarterly updates change who does what, and when. Here is what to add to your engagement letters for MTD for Income Tax…

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Illustration of a checklist with three items ticked beside a calendar showing 6 April

10 February 2026

MTD for Income Tax starts on 6 April 2026: a readiness checklist for accounting practices

Who has to join in April 2026, what your firm must set up with HMRC, and the quarterly dates to plan around…

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AB Accountancy switching story: Adrian Bryan

8 February 2026

How Adrian Bryan built a scalable, system-driven practice with TaxCalc and Engager

Like many new firm owners, his early focus was on getting the fundamentals right. That meant compliance first and modelling the firm…

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Appleleaf Chartered Certified Accountants switching story: Matthew Portess

4 January 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 how the firm…

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Holden Associates switching story: Jason Holden

4 January 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 to Engager, the…

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M Squared Accountants switching story: Susan Lyon

3 January 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 accountancy practice….

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