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"Engager understood the pain points accountants face."
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Why firms choose Engager"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

Get Set Up with Engager, the Right Way

A practical walkthrough of Engager’s core setup, covering the essentials every firm needs to get right from day one. Ideal for new users or firms looking to reset and simplify their setup.

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

What you will learn

– How to structure your firm and services in Engager
– Setting up clients, users and permissions correctly
– Understanding key areas of the platform and how they connect
– Common setup mistakes and how to avoid them

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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