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.
Discover Why Over 1,000 Firms Across the UK Have Made the Switch
Join over 2,000 accountants and bookkeepers already saving time and boosting client experience with Engager.
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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.
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.
We’re here to make switching easy. If you’re wondering how Engager fits your practice, you’ll find the answers below.
Still not sure? Email support@engager.app any time, we’re always happy to help.
Our subscriptions are scalable for any size practice, starting at £9+VAT per month.
Check out our pricing matrix to see how affordable our plans can be for your firm.
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.
Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.
Secure Client Portal
eSigning Capabilities
Mobile App Access
Branded Client Experience
Automated Notifications
Integration with Accounting Software
Task Management
Client Messaging System
Document Templates
Audit Trail
Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.
Secure Client Portal
eSigning Capabilities
Mobile App Access
Branded Client Experience
Automated Notifications
Integration with Accounting Software
Task Management
Client Messaging System
Document Templates
Audit Trail