Hours lost to routine emails
Reminders and record requests go out on time without anyone in your team having to write them.
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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
Features / Automated Email
Automated emails for accountants and bookkeepers
Send reminders, record requests and updates to clients automatically, triggered by service deadlines or completed job phases, so your team stops writing the same emails by hand.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Why automate
Stop writing the same client emails every month
Reminders, follow-ups and deadline notices take hours when they are sent one at a time. Engager sends them for you, using your templates, your branding and the right details for each client.
- Start from pre-built automated emails or write your own templates
- Trigger emails from service deadlines or completed job phases
- Review each email first, or let it send automatically
- Personalise with placeholders for client name, service and deadline
- Client replies are linked to their profile in Engager
How it works
How automated emails work in Engager
Set up your templates and triggers once, and Engager keeps clients informed in the background.
Write your templates once
Create templates for the emails you send most, such as VAT return reminders or payroll information requests. Add your branding and your tone, and use placeholders so every email carries the right client details.
Choose what triggers each email
Send emails in relation to every service based on its deadline date, or when individual job phases are marked as complete. You decide whether each email is reviewed before it goes or sent automatically.
Keep every reply in context
When a client replies, the email is linked to their profile in Engager, so anyone in your team can pick up the conversation. Connect Microsoft 365 or Gmail for two-way email sync.
Try it free for 28 days
No card details required. Every feature included.
Common challenges
Problems automated emails solve
Clients leaving things late
Deadline-based triggers mean clients hear from you in good time, every time.
Inconsistent messages across the team
Shared templates keep every email in your firm’s brand and tone, whoever is responsible for the client.
Replies scattered across inboxes
Client replies are linked to their profile, so the full history sits in one place for easy follow-up.
Reviews
Rated Excellent by accountants and bookkeepers
4.6 out of 5 from 199 reviews on Trustpilot, 181 of them five stars.
“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!”
“Finally found a practice management software that ticks every box and keeps us on track with deadlines, jobs, onboarding and billing.”
“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.”
Works together
Pairs well with automated emails
Every Engager subscription includes every feature and unlimited users, so automated emails work alongside the rest of your client communication.
Bulk messaging
Send one personalised message to a filtered group of clients by email or SMS.
Explore bulk messagingEmail integration
Two-way sync with Microsoft 365 and Gmail, with emails linked to client profiles.
Explore email integrationJob phases
Break services into phases and trigger emails as each one is completed.
Explore job phasesQuestions
Automated Email FAQs
Can I customise my email templates?
Yes. You can fully customise templates to include your branding and personal touches.
What triggers can I use for automated emails?
You can trigger automated emails in relation to every service based on the deadline date. You can also trigger emails to be sent once individual phases are marked as complete.
Can I review emails before they are sent automatically?
Yes. You can choose to review emails before they are sent, or allow them to send automatically based on predefined triggers.
Can I use placeholders to personalise automated emails?
Yes. Placeholders such as client name, service details and deadlines can be added to personalise every email.
Does Engager handle email replies from clients?
Yes. Client replies are linked to their profiles within Engager for easy tracking and follow-up.
Is automated email included in every plan?
Yes. Every Engager subscription includes every feature and unlimited users. Pricing is based on how many clients you have, from £9 +VAT a month, and you can try it free for 28 days with no card details required.
Are automated emails included in every Engager plan?
Yes. Automated emails are included in every Engager plan, along with every other feature and unlimited users, from £9 +VAT a month. You can try them free for 28 days with no card details required.
Pricing
Practice management software pricing, made simple.
One price for your whole practice, based on how many clients you look after. Every feature and unlimited users included.
Work out your price
Enter your number of clients or drag the slider.
For small teams
£89+VAT
a month
a month
Billed monthly.
- Secure client portal
- eSigning capabilities
- Mobile app access
- Branded client experience
- Automated emails
- Task management
- Document templates
- Unlimited users
- UK-hosted, Cyber Essentials certified
No card details required.
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