Streamline client communication, securely share documents, and improve collaboration – all in one easy-to-access portal.
Managing client relationships shouldn’t be complicated. With Engager.app’s Client Portal, you can securely exchange documents, communicate in real-time, and keep your clients in the loop. All while reducing manual admin and saving valuable time.
Easily upload and share client documents, from signed contracts to financial reports, in a fully encrypted environment. Clients can securely upload files in return, keeping everything organised in one place.
With integrated messaging, clients can ask questions and share updates directly in the portal. Real-time notifications ensure no message gets missed, making collaboration quick and seamless.
Assign tasks, set deadlines, and track progress without switching between tools. The Client Portal helps you and your clients stay aligned on deliverables and timelines.
Impress your clients with a branded portal tailored to your firm’s identity. Add your logo, colour scheme, and personalised messaging for a professional client experience.
Join over 1,000 accounting and bookkeeping practices that trust Engager to streamline client engagement.
With over 90 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.
Stop sifting through emails to find important files. The Client Portal keeps everything organised and accessible in one place.
Share files, forms and get documents eSigned seamlessly through the portal, ensuring clients always know where things stand.
All data shared through the Client Portal is fully encrypted, keeping client information secure and compliant with regulations.
Stay connected with your accountant or bookkeeper wherever you are. With the Engager.app mobile app, you can securely upload documents, check tasks, and communicate seamlessly—right from your phone. Managing your financial information has never been this easy.
Available now on Google Play and the App Store.
A Client Portal is a secure online platform where you can share documents, collaborate, and communicate with clients, all in one place.
Our portal uses bank-level encryption to ensure client data remains secure and compliant with industry regulations.
Yes! You can add your firm’s branding, including your logo and colours, to deliver a professional experience.
Absolutely! The Client Portal is fully responsive, allowing clients to access it from their desktop, tablet, or mobile device.
Yes, clients can securely upload and share files directly through the portal, reducing the need for email attachments.
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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