Services that do not fit generic tools
Set up services that match your workflows, with no compromises.
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Onboard clients
Communicate and team
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 Services
Custom services for accountants and bookkeepers
Set up the services your practice actually offers, then let Engager feed them into quotes, letters of engagement and recurring tasks on your Kanban board.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Tailored to your practice
Built around how your firm really works
Every practice is different. Engager comes with services already set up, and every one is fully customisable. Add offerings like new client onboarding, AML checks or health checks, and run them your way.
- Pre-set services you can fully customise
- Services feed into quotes and letters of engagement
- Recurring tasks created automatically on the Kanban board
- Add, edit or remove services as your practice changes
How it works
How custom services work in Engager
Define a service once and Engager uses it everywhere, from the first quote to the recurring work.
Set up once, use everywhere
Create a service once and Engager pulls it into new quotes and proposals automatically, so you are not adding the same services by hand each time.
Recurring tasks, created for you
Link services to recurring tasks that appear on the Kanban board, so your team always knows what is due and deadlines are not missed.
Standardise key processes
Automate the repetitive steps in processes like client onboarding or AML checks, so every client gets the same consistent experience.
Try it free for 28 days
No card details required. Every feature included.
Common challenges
Problems custom services solve
Losing track of recurring work
Custom services generate recurring tasks for your team, so nothing falls through the cracks.
Adding services to quotes by hand
Connect your services to quotes and proposals and let Engager pull them in.
Hard to standardise client processes
Standardise onboarding or AML checks and automate the repetitive steps.
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 services
Every Engager subscription includes every feature and unlimited users, so your services connect to pricing, engagement letters and workflow.
Questions
Custom Services FAQs
What are custom services and how do they work?
Custom services let you create and manage the offerings that fit your practice’s workflows. They feed into quotes, letters of engagement and tasks on the Kanban board.
Can I set up recurring tasks with custom services?
Yes. You can link custom services to recurring tasks that appear on the Kanban board, helping you manage deadlines and stay organised.
How do custom services improve quoting and proposals?
Once you set up your custom services, they can be included in quotes and proposals automatically, saving time and keeping things consistent.
What kind of services can I create?
You can create any services your practice needs, such as new client onboarding, AML checks, health checks or annual AML assessments, tailored to your processes.
Can I edit or update my custom services?
Yes. You can add, edit or remove services as your practice evolves, so they always match your workflows.
Are custom services 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 services included in every Engager plan?
Yes. Custom services 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
- UK-hosted, Cyber Essentials certified
No card details required.
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