Charge your worth with ease and transparency.
Managing new client onboarding just got simpler. With Engager’s Catch-up Fees feature, you can charge for the work completed during the period before a client officially came onboard. Without the hassle of manual calculations.
Automatically calculate and manage catch-up fees for all your client services. Here’s how it works:
Ensure you’re fairly compensated for all of the work you’ll be completing to bring your client’s records up to date.
Let Engager handle the calculations, reducing your admin burden and freeing up time for what matters most.
Say goodbye to tedious fee calculations and manual tracking.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.
Easily incorporate catch-up fees into your Letters of Engagement. Engager automatically calculates the fees for the elapsed period and seamlessly adds them to your client agreement. This ensures complete transparency with your clients and guarantees you’re capturing the value of prior work. Save time and maintain professionalism with automated precision.
Once your catch-up fees are included in the Letter of Engagement, use Engager’s eSignature functionality to make the process effortless. Clients can review, approve, and sign digitally, streamlining the onboarding process and ensuring faster agreement completion. No delays, no paper, just efficiency.
Take advantage of the client portal to securely share Letters of Engagement with catch-up fees included. Clients can access, review, and approve documents at their convenience, all while maintaining a professional and organised client experience. The portal also ensures that all communication is documented for future reference.
The Pricing Tool in Engager takes the guesswork out of calculating fees. Automatically determine the appropriate fees for each service based on pricing drivers such as turnover or quantity of transactions. Need to make adjustments? Override the calculation manually to align with your specific agreements. Accurate and flexible, the Pricing Tool keeps your billing consistent and fair.
Catch-up fees are calculated based on the period elapsed and the services the client requires. These calculations are automated for accuracy and efficiency.
Yes, you have full control. Manually override the calculated fees to ensure they align with your agreements.
Yes, catch-up fees are automatically added to the client’s Letter of Engagement, ready for approval and eSignature.
Absolutely. You can choose to charge catch-up fees in instalments or as a one-off payment.
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.
One Day Dedicated to Practice Management for Accountants and Bookkeepers 🚀🚀🚀
Try Engager for Free
Take a 28-day trial or book a demo
What our users say
Subscribe to our newsletter for all the latest news, tips, and insights delivered straight to your inbox. Subscribe now to stay ahead in practice management.
