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Customer storyHow Adrian Bryan built a scalable, system-driven practiceWith TaxCalc and Engager working together.
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Compliance, referrals and payments
Customer storyHow Appleleaf gained control of leads, workflows and client communication"Engager understood the pain points accountants face."
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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 / Custom Fields
Custom fields for accountants and bookkeepers
Add your own fields to store the client data your practice needs, then use it to personalise emails, drive pricing and collect information with forms.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Make Engager work your way
Capture the data that matters to your firm
Generic systems make you work around them. Custom fields let you store what your practice needs, such as annual turnover, number of transactions or company type, across clients, jobs and services.
- Create as many fields as you need
- Use fields as placeholders in your emails
- Turn fields into pricing drivers for quotes
- Collect field data from clients with forms
- Filter and report on your own data
How it works
How custom fields work in Engager
Set up a field once and use it across your emails, pricing, forms and reports.
Fields that fit your workflow
Add the fields you need with no restrictions, from client-specific information to project tracking, so your team captures and stores the data that matters to your practice.
Personalise emails with placeholders
Use custom fields as placeholders so names, financial data or onboarding details drop into emails automatically. Your communications stay consistent, accurate and professional.
Drive service pricing
Set fields such as number of employees or turnover to influence the price of your services, for fair and consistent quotes without manual calculations.
Try it free for 28 days
No card details required. Every feature included.
Common challenges
Problems custom fields solve
Too much time personalising emails
Placeholders powered by custom fields fill in client details for you, every time.
Pricing services by hand
Use custom fields as pricing drivers to quote from values like turnover, employee count or transaction volume.
Collecting information client by client
Use custom fields in forms so client answers populate the right fields automatically.
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 custom fields
Every Engager subscription includes every feature and unlimited users, so your custom fields flow into pricing, forms and reporting.
Questions
Custom Fields FAQs
What are custom fields and how can I use them?
Custom fields let you create your own data points to store client or project information. You can use them in workflows, email placeholders, pricing calculations and data collection forms.
Can I use custom fields to personalise emails?
Yes. Custom fields can be used as placeholders in your emails, so client details are filled in accurately and automatically.
How do custom fields work as pricing drivers?
You can set values in custom fields, such as number of employees, to influence your service pricing. This automates quotes and keeps your pricing consistent.
Can I collect data for custom fields using forms?
Yes. You can gather information in bulk with client-facing forms that automatically populate your custom fields.
Are there limits on how many custom fields I can create?
No. You can create as many fields as you need to match your practice’s workflows.
Are custom fields 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 custom fields included in every Engager plan?
Yes. Custom fields 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
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