Flexibility matters. With Custom Services in Engager.app, you can set up the services your practice needs.
Every practice is different. With Custom Services, you can set up offerings like New Client Onboarding, AML Checks, or Health Checks and let Engager.app handle the rest—feeding services into quotes, automating tasks, and improving client satisfaction.
No more rigid, one-size-fits-all solutions. Whether you need to set up New Client Onboarding, Annual AML Assessments, or Health Checks, Custom Services allows you to create what works best for your practice.
Custom Services automatically generate tasks—one-off or recurring—that sync to your Kanban board. From compliance checks to client follow-ups, stay organised and ensure nothing gets missed.
Deliver a seamless experience to your clients by standardising key services. Automate workflows, streamline engagement letters, and ensure timely delivery—leaving your clients impressed every time.
Join over 1,000 accounting and bookkeeping practices that trust Engager to streamline client engagement.
All the core services you’ll need have been pre-built. All of which are fully customisable and you can even add your own.
With over 100 glowing Trustpilot reviews, Engager is highly rated by accountants and bookkeepers for transforming practice management.
Engager users support more than 130k clients and are reducing admin significantly.
With Engager.app, you can set up Custom Services that match your workflows perfectly. Tailor every offering to your practice’s needs—no compromises.
Custom Services automatically generate recurring tasks for your team, ensuring nothing falls through the cracks. Stay on top of deadlines and deliver consistent results.
Save time by connecting Custom Services to your quotes. Set up your services once and let Engager.app pull them in seamlessly when creating new proposals.
Custom Services allow you to standardise key workflows, such as client onboarding or AML checks. Automate repetitive tasks, improve accuracy, and ensure every client gets the same great experience.
Custom Services let you create and manage offerings that fit your practice’s workflows. They feed into quotes, letters of engagement, and tasks on the Kanban board.
Yes! You can link Custom Services to recurring tasks that appear on the Kanban board, helping you manage deadlines and stay organised.
Once you set up your Custom Services, they can be automatically included in quotes and proposals, saving you time and ensuring consistency.
You can create any services your practice needs, such as New Client Onboarding, AML Checks, Health Checks, or Annual AML Assessments—tailored to your processes.
Absolutely. You can easily add, edit, or remove services as your practice evolves, ensuring they always align with your workflows.
All plans include every feature Engager offers. The only extra fees are for SMS and Xero integration. Enjoy unlimited users at no extra cost. Plus, our pricing comes with the Engager Price Promise for transparency and fairness.
Our pricing is set to change on 05/01/2025. To see how this affects you, click here.
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