Contact Engager

Engager.app is cloud-based practice management software for accountants and bookkeepers. It includes task management, automated reminders, customisable dashboards, a secure client portal and eSignatures, all in one place.

It automates routine work such as requesting records, obtaining approval and sending reminders. It keeps all client information in one place, gives clients a secure portal for documents and messages, connects with FreeAgent, QuickBooks and Xero, and supports colleague tagging, document management and eSignatures. See how workflow automation works.

Yes. Engager is built for practices of every size, from sole practitioners to large firms. Smaller practices get an interface that is easy to learn alongside the full set of tools. Larger firms get workflow automation, team collaboration and reporting for big client bases and teams. Custom Services lets you set up offerings such as new client onboarding, AML checks or health checks. Explore Custom Services.

Yes. Engager integrates with Xero, QuickBooks and FreeAgent, so your client data stays consistent across systems. See the Xero, QuickBooks and FreeAgent integrations.

You get dedicated support with a commitment to a 2-hour response time, a thorough Help Centre and a community forum for support from other users. We also run Facebook Live sessions every Wednesday evening for live support and updates. Visit the Help Centre or join the community.

There is no limit on the amount of data you can store. We operate a fair usage policy, which protects against product misuse.

Yes. Your data is hosted in the UK and protected with ongoing backups and encryption, and Engager is Cyber Essentials certified. View our Cyber Essentials certificate.

Pricing is based on the number of clients you look after, not the number of users. Plans start from £9 +VAT a month, with unlimited users and every feature included. Work out your price.

Yes. You get a 28-day free trial with full access to every feature and no card details required. Start your free trial.

If you decide not to continue after the trial, your data is securely archived and then permanently deleted, in line with data protection law.

Register for the free trial, use the Help Centre for setup guidance, and join our community for further support and to meet other accountancy professionals. Start your free trial.