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We’re here to make switching easy. If you’re wondering how Engager fits your practice, you’ll find the answers below.
Still not sure? Email support@engager.app any time, we’re always happy to help.
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Engager.app is a cloud-based practice management software for accountants and bookkeepers, designed to streamline operations. Offering features like task management, automated reminders, and customisable dashboards.
Engager.app is designed to enhance the efficiency and effectiveness of accounting and bookkeeping practices through a suite of tailored features:
1. Workflow Automation
Engager.app automates routine tasks such as requesting records, obtaining approval, and sending reminders. This automation reduces manual intervention, minimising errors and freeing up time for more strategic activities.
2. Centralised Client Management
All client information is consolidated into a single, accessible platform. This centralisation ensures that your team can quickly access up-to-date client data, improving responsiveness and service quality.
3. Secure Client Portal
Engager.app offers a secure client portal for real-time document exchange and communication. This feature enhances transparency and keeps clients informed about their financial matters.
4. Seamless Integration
Engager.app integrates with popular accounting software such as FreeAgent, QuickBooks, and Xero, ensuring data consistency and reducing redundant data entry.
5. Customisable Dashboards
The platform offers customisable dashboards, allowing you to tailor the interface to your practice’s specific needs. This adaptability ensures that the software aligns with your workflow.
6. Enhanced Collaboration
With features like colleague tagging and workflow management, Engager.app fosters better collaboration among team members, leading to increased productivity.
7. Document Management and E-Signing
The software includes document management capabilities and supports e-signatures, streamlining approval processes and reducing the need for physical paperwork.
By integrating these features, Engager.app empowers your practice to operate more efficiently, enhance client relationships, and focus on delivering high-quality financial services.
Yes, Engager.app is designed to accommodate accounting and bookkeeping practices of all sizes, from sole practitioners to large firms. Its scalability and customisable features make it a versatile solution for various practice needs.
For Small Practices:
User-Friendly Interface: Engager.app offers an intuitive interface that simplifies client management, making it accessible for sole practitioners or small teams without extensive training.
Comprehensive Tools: Despite its simplicity, the platform provides robust features such as task management, automated reminders, and customisable dashboards, enabling small practices to operate efficiently and professionally.
For Large Practices:
Scalability: Engager.app is built to handle the complexities of larger firms, offering scalable solutions that grow with your practice.
Advanced Features: Larger firms can benefit from advanced functionalities like workflow automation, team collaboration tools, and in-depth reporting, which are essential for managing extensive client bases and large teams.
Customisation and Integration:
Tailored Services: With the Custom Services feature, practices can set up offerings like new client onboarding, AML checks, or health checks, allowing Engager.app to adapt to specific operational needs.
Seamless Integration: Engager.app integrates effortlessly with well-known accounting software platforms, including QuickBooks, FreeAgent and Xero, promoting efficiency and ensuring data consistency across systems.
Flexible Pricing Plans:
Engager.app offers bespoke pricing plans tailored to different stages of practice growth, ensuring that both small and large firms can find a plan that aligns with their budget and requirements.
In summary, Engager.app’s adaptable design and comprehensive feature set make it a suitable practice management solution for accounting and bookkeeping practices of any size.
Engager.app integrates effortlessly with many well-known accounting software platforms, including QuickBooks, FreeAgent and Xero, promoting efficiency and ensuring data consistency.
You’ll receive dedicated support with a commitment to a 2-hour response time, access to a thorough Help Centre, and a community forum for support among peers. We also conduct Facebook Live sessions every Wednesday evening for live support and updates.
There’s no limit to the amount of data you can store within Engager.app. We operate a fair usage policy which protects us against product misuse.
Your data’s security is paramount. Engager.app employs robust security measures, including ongoing backups and encryption, to protect your data.
Our pricing is client-based, not user-based, offering an economical approach. We provide diverse tiers, starting with an accessible entry-level option, to accommodate practices of varying sizes.
Yes, a 28-day complimentary trial with full feature access is available without requiring credit card details, allowing you to fully assess the software’s functionality.
Secure your 28-day free trial here: Free Trial
Should you opt not to continue post-trial, your data will be securely archived before being irrevocably deleted, all in line with data protection laws.
To start, register for the free trial, utilise the Help Centre for setup guidance, and join our community for further support and networking with fellow accountancy professionals.
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