Book a demo

Live sessions

Cut Manual Admin with Smarter Communication

See how automated emails, task triggers and client chasers can reduce manual admin, while still giving you full control over timing and conditions.
Secure your free place
See all live sessions

A free 45-minute live session for accounting and bookkeeping firms. Hosted on Zoom with live Q&A.

What you will learn

– Setting up automated client communications
– Controlling when messages send and when they stop
– Using queues for approval-based automation
– Reducing chasing without losing the personal touch

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

Get started

Ready for a calmer practice?

Try every feature free for 28 days. Our team will help you import your clients and set up your services.

Free 28-day trialBook a demo

Newsletter

Be the first to know.

Product updates, events and practical tips for running your practice, straight to your inbox. No spam, unsubscribe any time.