Clients seeing sensitive information
Switch to the core values page when clients visit, so nothing confidential is on display.
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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 / Core Values
Core values for accounting practices, shared with your team
Give your values a permanent place in Engager. Align your team around what matters, and switch to a professional display when clients visit, so nothing confidential is on screen.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Build your culture
Values your team sees every day
Rather than a list of ideals in a forgotten document, the core values page gives your values real presence. Everyone in your practice, and every visitor, can see what your firm stands for and how it works.
- Define and share your mission and values in one place
- Update and personalise your values whenever you like
- Switch to the core values page when clients are in the office
- A polished screen display, with no confidential details
How it works
How practices use core values
A simple feature that supports your team culture and your clients’ privacy at the same time.
Align your team
Displaying clear values keeps everyone focused on shared goals and principles, and helps new team members understand how your practice works from day one.
Protect client privacy during visits
Switch to the core values page when clients are visiting your office, so no confidential information is showing on screens. It helps you protect client data in line with GDPR without disrupting your work.
A professional display for your office
The page doubles as a polished display for a reception screen or shared monitor. Clients see your commitment to culture and professionalism, not internal details.
Try it free for 28 days
No card details required. Every feature included.
Common challenges
Problems core values solve
A team that is not aligned
Displaying your values prominently keeps everyone focused on the same goals.
Building a positive culture
Strong teams are built on shared principles. Define them once and keep them visible.
Screens that look unprofessional to visitors
The core values page gives you a polished display for client-facing screens.
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 core values
Every Engager subscription includes every feature and unlimited users, so core values sit alongside the tools your team uses every day.
Questions
Core Values FAQs
What is the core values feature?
The core values feature lets you display your practice’s mission, culture and principles in a clear, professional format for your team and clients.
How does this feature help with GDPR?
Switching to the core values page means no confidential information is displayed when clients are visiting, which helps you maintain privacy and compliance.
How can sharing core values benefit my team?
Displaying clear values aligns your team, builds trust and supports a unified culture. It keeps everyone focused on shared goals and principles.
Can I customise the values displayed?
Yes. You can update and personalise the content to reflect your practice’s own values and mission.
Why use this feature during client visits?
It gives you a professional display when you are sharing your screen or have a monitor visible in the office. Clients see your commitment to culture, not sensitive internal details.
Is the core values 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.
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
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