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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.”
Jason Holden, Founder @Holden Associates
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Features
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Pricing
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Blog
Contact Us
Get Started
Automated Email
Bulk Message
Catch-Up Fees
Checklists
Client Portal
Colleague Tagging
Core Values
Custom Fields
Custom Services
Dashboard
E-Signature
Email Integration
Filtering
Forms
Job Phases
Letter of Disengagement
Letter of Engagement
Pricing Tool
Professional Clearance Letters
Proposals
Task Management
Time Tracking
Unlimited Users
Workflow
Adfin
Armalytix
Companies House
Crezco
FreeAgent
HMRC
QuickBooks
RQ
TaxCalc
Xama
Xenon Connect
Xero
App Connection Guide
Free Training Sessions
Help Centre
Recent Updates
Roadmap
Initial Setup Guide
Join our Community
Weekly Update Webinar
Implementation Specialists
Book a Demo
Watch a Preview
Free 28-Day Trial
Implementation Specialists
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10 Easy Steps to Full Setup
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OUR Mastering Pricing for Accountants and Bookkeepers in 2025
Thoughts, Insights and Latest Industry Updates
Keep up-to-date with our latest updates
Feb 19, 2025
Mastering Pricing for Accountants and Bookkeepers in 2025
Pricing services effectively has always been one of the most challenging aspects of running an accounting practice....
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Feb 12, 2025
10 Ways to Boost Efficiency in Your Accounting Practice with Automation
In today’s competitive accounting landscape, efficiency isn’t just a nice-to-have, it’s essential. Automation has become a key driver in...
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Jan 28, 2025
MTD IT Key Updates: What Accountants & Bookkeepers Need to Know
The journey to Making Tax Digital for Income Tax (MTD IT) is well underway, bringing significant changes to how...
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Jan 14, 2025
Top 10 Features of Accounting Practice Management Software
In today’s fast-paced accounting world, practice management software has become essential for improving efficiency, client satisfaction, and team productivity...
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Nov 21, 2024
2024 Practice Management Software of the Year
We are thrilled to announce Engager.app has been named 2024 Practice Management Software of the Year for bookkeepers &...
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Nov 15, 2024
Engager Live | Updates, Tips & Announcements
Welcome back to Engager Live, your go-to weekly show for all things Engager! This is a recap of the...
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Oct 29, 2024
What’s New in Engager.app
At Engager, we believe practice management software should make your life easier, not more complicated. With this philosophy in...
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Oct 22, 2024
Engager & FreeAgent a Partnership Built to Streamline Financial Management
The partnership between Engager and FreeAgent offers accountants and bookkeepers a seamless way to manage client data....
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Sep 27, 2024
How Armalytix Are Transforming Financial Data Management
Discover how Engager and Armalytix are revolutionising the way accountants & bookkeepers handle bank statement retrieval and compliance....
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Sep 26, 2024
Engager & Adfin Join Forces to Revolutionise Payments
Engager and Adfin are revolutionising the payments space by partnering to automate payment workflows and reduce administrative burdens for...
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