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Live sessions

Create a Better Client Experience, Without Extra Effort

A practical look at client portals, forms, document sharing and eSignatures, all designed to reduce back-and-forth and keep clients informed.
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A free 45-minute live session for accounting and bookkeeping firms. Hosted on Zoom with live Q&A.

What you will learn

– How to use the client portal effectively
– Requesting information using forms and checklists
– Sharing documents and collecting eSignatures securely
– Reducing email chains and follow-ups

How the session works

Sessions run live on Zoom and include time for your questions. Register using the button on this page and Zoom will send you the joining details.

New to Engager? You can start a free 28-day trial before the session, with no card details required, or book a demo with our team.

Reviews

Rated Excellent by accountants and bookkeepers

4.6 out of 5 from 199 reviews on Trustpilot, 181 of them five stars.

Read all reviews on Trustpilot
“Moved over from another practice management system and I’m so pleased I did. My only complaint is why I didn’t do it sooner!”
Fiona · Verified Trustpilot review, April 2025
“Finally found a practice management software that ticks every box and keeps us on track with deadlines, jobs, onboarding and billing.”
Rosevale Accountants Ltd · Verified Trustpilot review, February 2025
“It keeps everything in one place, and has taken a lot of admin stress off our plate. It was built by an accountant for accountants, and you can really tell.”
Jana W · Verified Trustpilot review, February 2026
✓New client signed✓Deadline met

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