At Engager, we’ve always believed that first impressions matter, especially when it comes to clients. Your proposal isn’t just a document.

It’s your brand.

Your professionalism.

Your promise.

That’s why we created Proposal Plus, the biggest update to proposals and letters of engagement we’ve ever released.

Why We Built Proposal Plus

Creating proposals and engagement letters used to be one of those necessary-but-frustrating admin tasks.

Lots of copying.

Plenty of editing.

Too many steps.

And if you wanted to make your proposal look good?

That usually meant even more time.

Proposal Plus changes all that.

We’ve reimagined the entire process, turning it into a seamless, brand-driven experience that’s faster, smarter, and designed to help you win more clients.

What’s New

1. Build Beautiful, On-Brand Proposals in Minutes

Say goodbye to copy-paste templates.

Proposal Plus gives you full control over how your proposals look, from imagery and layout to colours and content.
Your brand. Your way. Every time.

2. Generate Engagement Letters Instantly

Once your client accepts your proposal, your letter of engagement is automatically displayed to the prospect, ready for eSignature, no manual setup, no missed details.

3. One Seamless Onboarding Flow

Proposals, engagement letters, payment setup, preferences, and portal access, all in one slick, connected journey.

Clients review, sign, and get started with confidence.

4. Edit, Save, and Reuse

Need to tweak content or pricing? No problem.

Proposal Plus remembers your changes, so you can continuously refine your templates without starting from scratch.

5. Fully Customisable Signing Experience

Add your logo, colours, and messaging directly to the signing pages, giving your clients a truly branded experience from start to finish.

Why Accountants and Bookkeepers Love It

Firms using Proposal Plus have told us it’s saving hours every week.

But more than that, it’s helping them stand out from their competition.

Because when your client experience looks this polished, it reflects the quality of your work long before you’ve even started.

See It in Action

Want to see how Proposal Plus works?

Watch our short demo video and see how you can generate stunning, fully compliant proposals and engagement letters in just a few clicks.

Standalone Proposals: more than just a quote

For the first time, you’ll be able to produce proposals that truly stand alone. Clients can accept or reject them, and when rejected, they’ll have the chance to provide reasons. That feedback is invaluable, giving you insights into pricing, services, and client expectations.

But that’s only the beginning. Accepted proposals will now trigger a seamless web-based flow that continues straight into:

• A compliant Letter of Engagement (LoE)

• Collection of contact preferences

• Direct Debit setup via our Adfin integration

Everything is connected, everything is streamlined.

LoE/LoD History: your audit trail, built in

Transparency and compliance are critical in our profession, which is why we’re introducing a complete Proposal, LoE & LoD history.

You’ll be able to see:

• When documents are viewed

• When they’re signed

• Every historical status, captured in one place

This means you’ll always have a clear audit trail, giving you confidence with compliance, dispute resolution, and client communication.

More control over look, feel and flow

It’s not just about functionality, it’s also about experience. With this release, you’ll have more freedom to customise the writing and design of your onboarding document signing flow. That means every interaction with clients reflects your brand, your tone, and your professionalism.

Why this matters

Together, Standalone Proposals and LoE History mark a significant step forward for Engager. They open the door to even more advanced functionality in the future, from deeper analytics on proposal performance to richer automation in your onboarding.

Most importantly, they put you in control: of how you present your services, how you onboard clients, and how you evidence compliance.

As always, this update comes directly from feedback across our community. We’re building the tools you ask for, so you can build the practice you want.

Get ready

These updates are rolling out very soon. Keep an eye on your Engager dashboard and your inbox for the release announcement, and be among the first to try them out.

👉 Not yet using Engager? Start your free trial today

Why Xenon Connect?

Xenon Connect brings together bookkeeping data, client financials, and actionable insights in a way that gives firms a true picture of what’s happening behind the numbers.

By integrating with Engager, Xenon insights now flow straight into your practice management workflow. That means:

• Better pricing decisions when you create proposals

• Fewer surprises when deadlines are approaching

• Richer client conversations, backed by real-time financial health data

As Andy Wainwright, founder of Engager, put it:

“Accountants and bookkeepers tell us they want better visibility when creating proposals. With Xenon data flowing into Engager, firms can price smarter, plan better, and have more confident conversations with their clients. It’s about giving practices the context they need, right when they need it.”

How the integration works

This isn’t just a data link. It’s a seamless experience inside Engager that makes your workflow more powerful:

• During proposals: When you’re building a proposal in Engager, Xenon data automatically feeds into the process. You’ll see live insights such as average transaction volumes, unreconciled items, or the complexity of a client’s books. That means your pricing can reflect reality, not guesswork.

• Deadline management: Engager already helps you manage internal and statutory deadlines. With Xenon connected, you’ll also see risk indicators like unprocessed bank transactions or incomplete reconciliations flagged directly against client jobs.

• Client communication: No more asking clients blindly for updates. The integration surfaces what’s missing and when, so your record requests and reminders are always targeted and relevant.

• All in one place: Everything appears within your Engager client record. No need to switch tabs, export reports, or rekey data.

Johann Goree, Head of Community at Engager, explains:

“This integration takes away the guesswork. No more pricing blindly or chasing incomplete records. Accountants can now build proposals with confidence, knowing they’re grounded in real client data.”

Looking ahead

For us, this integration is just the beginning. Engager and Xenon share a common vision: reducing friction, automating admin, and helping accountants spend more time where it counts, supporting clients.

Ash Hall, Head of Product at Engager, shared his perspective:

“Our mission has always been to strip away the busywork accountants hate. By partnering with Xenon, we’re helping firms focus less on chasing data and more on delivering value. This integration feels like a natural next step in that journey.”

Try it out

The Engager x Xenon Connect integration is live and ready to explore. If you’re already an Engager user, you can switch it on in your settings today.

👉 Learn more about the integration here

Together, we’re building smarter, faster, and more connected workflows for accountants and bookkeepers across the UK.

But in 2025, simplicity alone isn’t enough.

Firms using Engager are increasingly looking for a payment solution that does more. One that chases payments, accepts multiple methods, and actually fits around the way modern accounting and bookkeeping firms operate.

That’s why so many are making the move from GoCardless to Adfin, and using Engager’s native Adfin integration to unlock a seamless practice management and payment workflow.

Let’s explore why.

The Challenge with Traditional Payment Tools Like GoCardless

GoCardless has done a great job making Direct Debit more accessible. It works well for recurring payments and can be linked to your accounting software.

But for growing firms, it has limitations:

❌ Only supports bank payments (no cards, Apple Pay, etc.)

❌ Manual chasing or bolt-on tools required

❌ Complex reconciliation due to net settlement

❌ Extra fees for customisation or visibility on bank statements

❌ No connection to your practice management workflows

When you’re managing hundreds of clients, proposals, and deadlines inside Engager, you need your payment platform to connect with the rest of your systems.

Why Firms Are Choosing Adfin (and Engager Together)

Adfin isn’t just a GoCardless alternative. It’s a completely reimagined way for accountants and bookkeepers to get paid, and it’s been built with direct input from the industry.

And when combined with Engager, it becomes even more powerful.

Here’s why firms are making the switch:

A Fully Integrated Payments Workflow (from Proposal to Payment)

Engager + Adfin is a natural pairing.

???? Send a proposal with direct debit setup process embedded
???? Engager tracks it all from proposal status to payment collection
???? Invoices sync to Xero or QuickBooks
???? Payments reconcile automatically

No more chasing. No more missed payments. No more hopping between apps.

Why the Integration Matters

GoCardless works fine, but it’s just one tool. To make it work with your practice management, you often need to:

• Build Zapier automations

• Manually link to invoices

• Use third-party email tools for chasing

• Cross-reference your CRM or onboarding documents

With Engager and Adfin, those barriers are gone.

You’ll be able to set up:

✅ Payment collection at proposal stage
✅ Real-time tracking of invoices, reminders and receipts
✅ Full visibility from within your Engager dashboard
✅ Automated reconciliation with your cloud accounting software

It’s the difference between managing tasks and managing a business.

What Firms That Made the Switch Are Saying

“People think GoCardless and Adfin are interchangeable, but they’re not. The integrations are completely different. Adfin is built for accountants  –  you can tell it’s been designed with us in mind. There’s just so much more flexibility and depth to the integration with Xero. It’s a different level of tool altogether.”
Knights Lowe

“It’s super simple and easy to use – great for non-techy people like me! My existing clients have signed new mandates with no issues and new clients have been easy to set up.”
Jan McDermott Chartered Accountants

Has Adfin helped you with anything in particular? Yes! Lower debts, faster payments, and fewer awkward “Did you see my invoice?” chats. It’s made getting paid so much easier.
KH Accounts

“The support is really good. It’s timely, provides a lot of information, and gives you options.”
Moore to Bookkeeping

The Bottom Line

GoCardless is fine if you just want to collect money.

But if you want a modern, branded, flexible, and fully connected payment experience, especially one that fits neatly inside your practice management system, Adfin is the smarter choice.

And when paired with Engager, it doesn’t just collect payments, it transforms the entire proposal-to-payment experience.

If you’re ready to upgrade your payments and give your clients a better experience, the answer isn’t to patch together more tools.

It’s to connect them.

Get Started

✅ Already using Engager? Book your Adfin demo or find out more here.

✅ Not an Engager user yet? Start your 28-day free trial or book a demo today.

As you can imagine, it has been a busy and exciting time for both the Engager and TaxCalc teams. We have been getting to know each other and each other’s products inside out. We have also been working hard on the integration that I know so many Engager users are excited about.

On that front, I am delighted to share that huge strides have been made. Both development teams have been working closely together since May. We are on track to release an API with expanding functionality in phases starting this winter. Every week, new opportunities for features and integrations are emerging as we learn more about the power of combining our two platforms. Speaking personally as both a Co-Founder of Engager and a firm owner who uses both products daily, the potential for efficiency, automation, and data syncing is incredible. I cannot wait for you to experience it.

Of course, these integrations are on top of the roadmap we had already committed to. This means there is plenty more coming your way, including:

• Adfin integration rollout, imminent
• Xenon integration going live shortly after
• Proposal functionality launching following Xenon
• Ongoing speed and security improvements
• TaxCalc integration rolling out in phases

And that is just the top five!

You will never need to use TaxCalc to continue getting amazing value from Engager. It will remain a powerhouse on its own. But if you do use TaxCalc alongside Engager, the added efficiencies and automation will take things to a whole new level.

At Engager, choice has always been at the heart of what we do. It is fantastic to see that same philosophy reflected at TaxCalc. We want you to be able to decide exactly how you use Engager and which features you do and do not implement.

If you are not using TaxCalc yet but want to get ahead of the curve and be ready for the first integrations to go live, now is a great time to take a look. If you want to find out more about TaxCalc, get in touch with us by emailing support@engager.app and we can put you in touch with the best people.

Thank you for continuing to be part of the Engager journey. I am truly excited about what is ahead and cannot wait to share the next chapter with you.

From day one, your practice management software is fundamental. Waiting until your firm grows or until your client list becomes overwhelming means losing efficiency from the outset. Just like your accounting software and your letters of engagement, a practice management tool is foundational.

The ideal Practice Management Solution streamlines operations, ensures consistent client experiences, and reduces stress. However, simply having a system in place does not guarantee it is the best fit. Many firms outgrow their initial choice or find themselves working around it rather than benefiting from it.

Whether you’re choosing your first Practice Management Solution or considering a switch, ask yourself these ten essential questions to make an informed decision for the future of your firm:

1. What am I trying to fix or futureproof?

Start by identifying inefficiencies you might have accepted as normal: lost visibility over deadlines, team members managing tasks in their heads, or clients chasing updates. A robust Practice Management Solution proactively addresses these challenges. If you currently have a system, does it still solve your original problems, or are you continually adapting your workflow around its limitations?

2. How am I currently managing workflows, deadlines, and accountability?

If you’re relying on spreadsheets, email folders, whiteboards, or disconnected tools, your current methods aren’t sustainable. A comprehensive solution should serve as your single source of truth. Are your workflows genuinely automated, or are manual processes still filling gaps?

3. Do I have the capacity to implement or re-implement this properly?

Every solution requires proper setup, configuration, and buy-in. If you’re switching platforms, consider the opportunity to refresh your processes. Ensure you have realistic expectations about the resources required. The best solutions include migration support, templates, and training to guide you.

4. Does this solution fit my current workflows and future plans?

Choose a solution aligned with your firm’s unique goals, not simply because it’s popular or recommended online. Can it scale as your team grows or your service offerings evolve beyond compliance? If you’re hesitant to switch from your current system, determine if staying put is a strategic choice or simply convenient.

5. What is the real cost—and the potential savings?

Cost isn’t just about subscription fees. Factor in your time, your team’s efficiency, and client satisfaction. A suitable solution pays for itself through improved productivity and reduced stress. If your existing system is rarely used or negatively impacts client experience, it’s already costing too much.

6. Will my team genuinely adopt and use it?

A Practice Management Solution must be intuitive and embraced by your team. If your staff finds ways to avoid it due to complexity or frustration, it’s time to reconsider. Implementation isn’t purely technical; it’s cultural. Choose software your team actively wants to use.

7. Will this solution scale as my firm evolves?

True scalability is more than just adding users. The solution should adapt to new services, growing teams, remote work, or multi-office collaboration. Your Practice Management Solution should confidently grow alongside your firm.

8. Does it integrate seamlessly with my existing tools?

Integration with email, calendars, document storage, proposal tools, and accounting software is crucial. If your team still copies data between platforms, it’s a sign your current solution is insufficient. Integration isn’t optional—it’s essential.

9. How well does it support client communication and transparency?

Good practice management improves client relationships. Can clients easily access status updates, securely share documents, approve proposals, and communicate without hassle? If your current system adds friction rather than removing it, better options exist.

10. Am I choosing just software, or a supportive long-term partner?

Your Practice Management Solution is more than software. It’s a partnership that should offer onboarding, genuine support, community engagement, and continuous innovation. If your current provider is unresponsive or stagnant, you deserve better.

Get it right early, or get it right now

Every firm needs a Practice Management Solution. The question isn’t whether you need one; it’s choosing the one that best aligns with your vision and growth plans. Whether you’re starting fresh, scaling rapidly, or feeling stuck, now is the ideal time to ask the right questions.

The best time to choose the right solution was yesterday. The second-best time is today, alongside the right partner.

Fundamental Differences

Generic tools offer flexible checklists, task boards, and basic collaboration features but they do not support tax deadlines, client onboarding flows, recurring financial workflows, or secure document sharing. Purpose‑built platforms provide:

• End‑to‑end workflows for tax, bookkeeping, audit, and advisory

• Billing by client, project, case, or time with accurate time capture

• Secure client engagement features, document exchange, and reminders

• Accounting‑specific analytics such as utilisation and profitability

Tailored Efficiency You Really Need

1. Workflow templates designed for accountants
Ready‑made pipelines for onboarding, filings, tax returns and reconciliations provide structure and consistency from day one.

2. Automated reminders and financial workflows
Accounting‑specific platforms automate recurring tasks like VAT returns, 64‑8 renewals, PAYE deadlines and quarterly self‑assessment. Generic tools can’t manage these essentials.

3. Integrated time‑tracking and billing
Track time by task or client, automate invoices, and understand profitability—without juggling multiple apps.

4. Secure client portal and encrypted sharing
Secure document exchange, version control and audit trails are built in. Generic platforms cannot meet regulatory or GDPR requirements on their own.

5. Unified dashboard across systems
No more bouncing between calendars, CRMs, file storage and tax software. A unified system breaks down silos and presents everything in one place.

Improve Performance, Profits & Planning

• Accountant‑specific analytics: view fee per job, time utilisation and overhead vs revenue

• Resource management: see workload capacity in real time for smart team allocation

• Strategic insights: gain clarity on profitability and resourcing gaps

Built for Security and Compliance

Accounting data is sensitive. Specialist software like Engager.app includes:

• Built‑in regulatory compliance such as GDPR and Cyber Essentials

• Structured access controls, encryption and audit logs

• Trusted data handling that generic tools can’t match

Why It Beats Generic Tools

Turning generic apps into analysis-ready platforms is a time‑consuming Frankenstein project. Compare:

Features to Look For

• Accountant‑focused workflow automation

• Integrated time tracking and invoicing

• Secure client portal and file sharing

• Seamless integrations with tools like Xero, FreeAgent, QuickBooks

• Real‑time reporting and analytics

• Compliance and privacy-first features

Final Words

Generic tools are versatile but demand ongoing customisation, administrative upkeep and pose data risk. Specialist software like Engager.app offers secure, compliant and insightful operations from day one, freeing professionals to focus on client relationships and growth.

If you are serious about improving productivity, compliance and client satisfaction, investing in software tailored to accounting and bookkeeping is the natural next step.

We’re joining forces with a company that shares our values, our culture, and our vision for transforming the way accounting practices run. Together, we’re on a mission to deliver the most seamless, intuitive, and integrated experience for accountants and bookkeepers across the UK.

Are we still running Engager?

Yes! The same Engager team is still here, still passionate, and still leading the product. You’ll continue to see the same focus, energy, and momentum, now with even more capability and backing behind us.

Why TaxCalc?

Because this is the integration you’ve asked for again and again.

TaxCalc shares our ambition to bring compliance and practice management closer together. From our very first conversation, it was clear we were aligned, in values, culture, and our belief in building tools that truly support the profession.

By working together, we can create something genuinely powerful: a connected experience from onboarding through to accounts production, driven by automation, transparency, and control.

“Joining forces feels like a natural evolution,” said Andy Wainwright, founder of Engager. “We share the same mission: to empower accountants with intuitive tools that help them build efficient, profitable practices while delighting their clients.”

“With TaxCalc’s support, we’ll be able to invest more into the product while continuing to support our customers in our mission to deliver the best practice management solution for UK-based accountants,” added Johann Goree, Chief Growth Officer and co-founder of Engager.

What changes for you?

Nothing changes in your day-to-day. You’ll still use Engager exactly as you do now. But with this partnership, we’re able to move faster, ship new features sooner, and start rolling out the enhancements you’ve asked for, starting with a full integration with TaxCalc.

Do you need to take any action?

Nope. There’s nothing you need to do. Just keep using Engager, and keep an eye out for some exciting updates.

We’re so proud of what we’ve built so far, and incredibly grateful for the support and trust you’ve shown us.

This is just the beginning, and the future of practice management has never looked brighter.

– Team Engager

The Traditional Challenges of HMRC 64-8 Authorisation

Previously, obtaining agent authorisation via HMRC’s 64-8 form involved a series of manual steps that were prone to delays and inefficiencies:​

• Manual Paperwork: Agents were required to complete and submit paper forms, leading to potential errors and prolonged processing times.​

• Disjointed Systems: Managing authorisations necessitated navigating separate HMRC platforms, disrupting workflow continuity.​

• Lack of Real-Time Updates: Agents often operated without immediate insights into the status of authorisation requests, hindering proactive client communication.​

These obstacles not only consumed valuable time but also posed risks to client satisfaction and compliance standards.​

Engager.app’s Innovative Solution

Recognising these challenges, Engager.app has developed an integration that seamlessly incorporates HMRC’s 64-8 agent authorisation process into its platform:​

• Direct Integration: Initiate and manage agent authorisation requests for services such as MTD VAT, PAYE & CIS, Corporation Tax, and Self-Assessment directly within Engager.app, eliminating the need to switch between systems.​

• Real-Time Tracking: Monitor the status of each authorisation request, enabling timely updates to clients and more efficient practice management.​

• Centralised Dashboard: Access all client authorisation information in one unified location, streamlining workflows and reducing administrative burdens.​

Get an insight into our integration by watching this brief overview video:

Addressing Specific Pain Points

The integration directly tackles the previously mentioned challenges:​

• Eliminating Manual Processes: By digitising the authorisation workflow, the integration reduces errors associated with manual data entry and accelerates processing times.​

• Enhancing System Cohesion: Agents can manage all aspects of client authorisation within Engager.app, fostering a more cohesive and efficient operational environment.​

• Providing Immediate Insights: Real-time tracking empowers agents with up-to-date information, facilitating proactive client engagement and improved service delivery.​

How Engager’s HMRC 64-8 Integration Works

Engager.app’s HMRC 64-8 Agent Authorisation integration streamlines the process of managing client authorisations for various tax services. Here’s a concise overview of how it functions:

1. Initiate a Code Request:

   • Directly within Engager.app, you can request agent authorisation for services including:​

     • PAYE/CIS

     • Self-Assessment

     • Corporation Tax

     • MTD VAT

     • MTD IT

   • This eliminates the need to log in separately to HMRC’s platform, streamlining your workflow.

2. Track the Code Status:

   • Monitor the progress of each authorisation request in real-time within Engager.app.​

   • This centralised tracking ensures you’re always informed about the status of your requests, enhancing efficiency.

3. Enter the Received Code:

   • Once your client provides the authorisation code sent by HMRC, input it directly into Engager.app.​

   • Engager.app will then validate the code with HMRC and update the client’s authorisation status accordingly, ensuring compliance and accuracy. ​

By integrating these steps into your practice management, Engager.app reduces administrative burdens, minimises errors, and enhances client communication, allowing you to focus more on delivering quality services.

For a detailed walkthrough, refer to our How-To Guide.​

Beyond Spreadsheets, Building Genuine Connections

Traditional spreadsheets, while functional, often fall short in fostering meaningful client relationships. Engager.app transcends mere data storage by offering an intuitive interface that delves into client behaviours, preferences, and histories. This deep understanding enables professionals to anticipate needs and personalise interactions, transforming client management into the nurturing of enduring partnerships.​

Seamless Integration

Time is an invaluable asset for accountants and bookkeepers. Engager.app integrates effortlessly with existing accounting software, including popular platforms like QuickBooks, FreeAgent and Xero, ensuring data flows seamlessly without redundant entries or potential errors. This harmonious interplay between systems allows professionals to dedicate more time to advising clients and less to navigating technological complexities.

Security and Compliance

In a field governed by confidentiality and stringent regulations, Engager.app stands as a fortress for client data. The platform employs state-of-the-art encryption and adheres to robust security protocols to protect sensitive information. Notably, Engager.app has achieved Cyber Essentials certification, underscoring its commitment to maintaining high cybersecurity standards. This certification ensures that accountants can rest assured their practice not only meets but exceeds industry standards.​​

Customisation, One Size Doesn’t Fit All

Recognising that no two practices are identical, Engager.app offers a suite of customisable features. Whether it’s tailoring dashboards, setting unique checklists, or designing bespoke workflows, the platform adapts to the unique rhythm of each firm. This flexibility ensures that the software serves the practice, not the other way around. ​

Client Portal, Bridging the Communication Gap

In an age where clients seek transparency and immediacy, Engager.app’s client portal serves as a dedicated space for real-time updates, document sharing, eSigning and completing forms. This feature not only enhances the client experience but also reduces the back-and-forth, making operations smoother and more efficient. ​

A Commitment to Excellence

The financial landscape is ever-evolving, and so is Engager.app. With a dedicated team focused on continuous improvement, users benefit from regular updates, new features, and a platform that grows in tandem with industry advancements. This commitment ensures that your practice remains at the forefront of innovation.​​

“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.”
— Jason Holden, Founder @ Holden Associates

Frequently Asked Questions (FAQs)

Q1: What is Engager.app?
Engager.app is a cloud-based practice management software designed to streamline operations for accountants and bookkeepers, offering features like task management, automated reminders, and customisable dashboards.

Q2: How does Engager.app ensure data security?
Engager.app employs state-of-the-art encryption and adheres to robust security protocols to protect sensitive information. The platform has achieved Cyber Essentials certification, underscoring its commitment to maintaining high cybersecurity standards.​

Q3: Can Engager.app integrate with existing accounting software?
Yes, Engager.app integrates seamlessly with popular accounting platforms like QuickBooks, FreeAgent and Xero, ensuring data flows without redundant entries or potential errors. ​

Q4: How does the Client Portal enhance communication?
Engager.app’s Client Portal serves as a dedicated space for real-time updates, document sharing, and direct communication, enhancing the client experience and streamlining operations. ​

Q5: Is Engager.app customisable to fit my practice’s needs?
Absolutely. Engager.app offers a suite of customisable features, allowing practices to tailor dashboards, set unique client alerts, and design bespoke workflows to fit their unique processes.

Q6: What support options are available for new users?
Engager.app provides a 28-day free trial, during which users can access all features. Additionally, there are resources like implementation specialists, weekly update webinars, and a help centre to assist new users.

Q7: How does Engager.app assist with workflow management?
Engager.app’s Workflow feature helps organise and automate every step of client services. Users can create structured processes, assign tasks, and track progress across the entire team, ensuring consistency and efficiency.

Q8: Can I customise the dashboard in Engager.app?
Yes, Engager.app’s Dashboard is fully customisable. Users can add widgets, create reminders, and track key data, tailoring the dashboard to meet their needs.

See Engager in action ????

Ready to take your accounting or bookkeeping practice to the next level?

Explore how easy it is to manage clients by booking a personalised demo or taking a free 28-day trial.