Overwhelmed by endless task lists
Organise work into manageable steps, so no detail is overlooked and your team regains control.
- Features
Onboard clients
Communicate and team
Customer storyHow Adrian Bryan built a scalable, system-driven practiceWith TaxCalc and Engager working together.
Read the story → - Integrations
Compliance, referrals and payments
Customer storyHow Appleleaf gained control of leads, workflows and client communication"Engager understood the pain points accountants face."
Read the story → - Pricing
- Support
Learn and stay updated
Looking for practice management software?Try for free. No card details required.Packages start from as little as £9 +VAT per month.
Free 28-day trial - Get Started
Start your journey
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 / Checklists
Checklist software for accountants and bookkeepers
Break complicated jobs into simple steps your whole team follows, from client onboarding to VAT submissions and year end, so your standards are met every time.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Systemise your practice
One way of working, whoever picks up the job
When team members follow their own methods, things get missed and errors creep in. Engager’s checklists turn your best way of working into reusable templates, so every job is done the same way.
- Reusable checklist templates for recurring work
- Checklists for onboarding, compliance and internal processes
- See what is complete, what is pending and who is responsible
- Simple to set up, with no technical knowledge needed
How it works
Where firms use checklists
Build a checklist once, attach it to the work it belongs to, and track progress as your team ticks off each step.
Client onboarding
Start every client relationship with confidence. Standardise onboarding tasks, from gathering documents to confirming compliance requirements, so every new client gets the same thorough start.
Compliance management
Track recurring compliance tasks, record progress and meet deadlines, so you are ready to show how and when each piece of work was done.
Internal workflows
Set up checklists for internal processes such as monthly payroll, VAT submissions or year-end preparation, so the routine work runs the same way every month.
Try it free for 28 days
No card details required. Every feature included.
Common challenges
Problems checklists solve
Inconsistent processes across the team
Standard templates for onboarding, tax submissions and internal reviews keep everyone aligned.
Unsure what is done and what is left
See what is complete, what is pending and who is responsible, all in one place.
Manual tracking that wastes time
A digital checklist inside the job replaces spreadsheets and paper lists, and reduces the risk of mistakes.
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 checklists
Every Engager subscription includes every feature and unlimited users, so checklists work alongside your tasks, job phases and workflows.
Questions
Checklists FAQs
What can I use checklists for?
You can use checklists to manage a wide range of work, including client onboarding, compliance tracking and internal workflows. They are fully customisable, so you can tailor them to your practice.
Can I create templates for recurring tasks?
Yes. Engager lets you create reusable checklist templates for common processes such as VAT submissions, payroll or year-end accounts, which saves time and keeps work consistent.
Can I see progress across my team?
Yes. You can see what has been completed, what is pending and who is responsible, all in one place.
Are checklists easy to use?
Yes. Engager is designed with simplicity in mind, so you can create, manage and track checklists without any technical expertise.
Can I try checklists before committing?
Yes. Start a free 28-day trial with every feature included and no card details required.
Is the checklist feature 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 checklists included in every Engager plan?
Yes. Checklists 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.
Compare plans in full →Get started
Ready for a calmer practice?
Try every feature free for 28 days. Our team will help you import your clients and set up your services.
Newsletter
Be the first to know.
Product updates, events and practical tips for running your practice, straight to your inbox. No spam, unsubscribe any time.