Ensure standards are met within your practice. Checklists break complicated tasks down into simple steps.
Managing tasks and staying on top of client work can be challenging for accountants and bookkeepers. Engager.app’s Checklist Feature simplifies task management by giving you customisable, tailored checklists that ensure nothing slips through the cracks. From client onboarding to compliance, streamline your processes and deliver exceptional service effortlessly.
Every accounting firm is unique. With Engager.app, you can create checklists tailored to your workflows, whether for client onboarding, compliance tasks, or internal processes. Build reusable templates that save you time and keep your team aligned.
Kickstart every client relationship with confidence. Use pre-built checklists to standardise onboarding tasks – from gathering documents to confirming compliance requirements.
Stay audit-ready at all times. Track recurring compliance tasks, document progress, and meet all deadlines without stress.
Boost team productivity by setting up internal task checklists, such as monthly payroll processes, VAT submissions, or year-end prep.
Join over 1,000 accounting and bookkeeping practices that trust Engager to streamline client engagement.
We’ve built 25 checklist templates that are ready for you to use and customise as soon as you sign up.
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.
It’s easy to feel swamped when managing multiple clients, deadlines, and workflows. Engager.app’s Checklist Feature transforms your chaos into clarity. With customisable checklists, you can organise tasks into manageable steps, ensuring no detail is overlooked. Regain control and work smarter, not harder.
When team members follow their own methods, it creates confusion, errors, and inefficiencies. Engager.app lets you design standardised checklist templates for processes like client onboarding, tax submissions, and internal reviews. Every team member stays aligned, and your work becomes more reliable and efficient.
Without clear task tracking, staying on top of progress is challenging. Engager.app’s real-time dashboard gives you full visibility into your workflows, showing what’s complete, what’s pending, and who’s responsible. You’ll never wonder about task status again.
Manual task tracking wastes time and increases the risk of mistakes. Engager.app streamlines your workflows with an integrated digital checklist system, syncing with your favourite tools like FreeAgent. Save time, reduce errors, and focus on delivering value to your clients.
You can use the Checklist Feature to manage and streamline a variety of tasks, including client onboarding, compliance tracking, internal workflows, and more. It’s fully customisable, so you can tailor it to suit your practice’s needs.
Yes! Engager.app allows you to create reusable checklist templates for common processes. Whether it’s VAT submissions, payroll, or year-end accounts, templates save you time and ensure consistency.
Yes, the Checklist dashboard gives you real-time visibility into task progress. You can see what’s been completed, what’s pending, and who’s responsible, all in one place.
Very! Engager.app is designed with simplicity in mind. The intuitive interface ensures you can create, manage, and track checklists without any technical expertise.
Yes! We offer a free trial, so you can explore all the benefits of the Checklist Feature and other Engager.app tools before making a decision.
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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