Communication scattered across emails and chat apps
@mention colleagues directly on tasks, notes or services, so nothing gets lost in long threads.
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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 / Colleague Tagging
Team collaboration for accountants & bookkeepers, with colleague tagging
@mention team members on tasks, notes and services. They are notified straight away, and every comment is stored in a time-stamped audit trail you can revisit at any time.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Work better together
Keep conversations where the work happens
When team communication is scattered across email and chat apps, context gets lost. Colleague tagging keeps every question, answer and decision on the task it relates to.
- @mention colleagues on tasks, notes or services
- Instant notifications in Engager, and optionally by email
- A time-stamped audit trail you can revisit at any time
- As simple as typing @ and choosing a name
How it works
How colleague tagging works
Tag a colleague, and the right person sees the right request in the right place.
Instant notifications
Tagged colleagues are notified as soon as you mention them, so they know exactly what needs their attention and work keeps moving.
Conversations in context
Comment directly within tasks, so the discussion sits alongside the work rather than in a separate inbox or chat app.
A revisitable audit trail
Every tag and comment is stored and time-stamped. You can always see who was notified, when, and what action was requested.
Audit trail: Year-end accounts
Sarah Mills tagged @James ReidHappy for me to move these expenses to the DLA? · 14 Mar, 10:42
James Reid repliedYes, go ahead and note it in the file · 14 Mar, 11:05
Priya Shah tagged @Tom HughesCan you review the trial balance today? · 14 Mar, 15:20
Try it free for 28 days
No card details required. Every feature included.
Common challenges
Problems colleague tagging solves
Updates missed, causing delays
Tagging triggers an instant notification, so team members know exactly what needs their attention.
Hard to hold people accountable
Every tag and comment is recorded and time-stamped, so you know who was asked to do what, and when.
Decisions that are hard to trace later
A central audit trail lets you check decisions, notes and instructions without digging through old messages.
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 colleague tagging
Every Engager subscription includes every feature and unlimited users, so your whole team can collaborate in Engager at no extra cost.
Questions
Colleague Tagging FAQs
What is colleague tagging and how does it work?
Colleague tagging lets you @mention team members directly within tasks, notes or services. This sends a notification to the tagged person, so they know about updates or actions needed.
How do notifications work when someone is tagged?
When you tag a colleague, they receive an instant notification within Engager, and optionally by email. Notifications can be set to suit individual preferences.
Can I use colleague tagging for task collaboration?
Yes. Tagging works well for assigning tasks, sharing updates and requesting input, all within the relevant task or note.
Does tagging create a record of communication?
Yes. Every tag and comment is time-stamped and stored in Engager, creating a complete audit trail you can revisit at any time.
Is colleague tagging easy to use?
Yes. Type @ and select a colleague’s name. Anyone on your team can use it straight away.
Is colleague tagging 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.
Is colleague tagging included in every Engager plan?
Yes. Colleague tagging is included in every Engager plan, along with every other feature and unlimited users, from £9 +VAT a month. You can try it 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.
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