Dashboard

Customise Your Dashboard to See What Matters Most

Engager.app’s Dashboard puts you in control. Customise your view, add widgets, create reminders, and track key data. All in one place.

Ditch the chaos

Your Dashboard, Your Way

Tailor your dashboard to show exactly what matters to you. Choose metrics and reports that align with your priorities—whether that’s workload, time tracking, service performance, or team productivity—and arrange them in an intuitive layout. This gives you personalised visibility into the most critical aspects of your firm at a glance.

A screenshot of a Service groups dashboard with seven entries listed, showing columns for name, owner, services, and actions. The page background is a red gradient with a white table in the center displaying service names and details.

Custom Widgets for Your Workflow

Enable or disable widgets to display exactly what’s important to you. From tracking deadlines to seeing client updates, customise your dashboard to reflect your unique role and priorities.

Built by Accountants and Bookkeepers.

For Accountants and Bookkeepers

Discover Why Over 1,000 Firms Across the UK Have Made the Switch

Our Experience
By the Numbers

Join over 2,000 accountants and bookkeepers already saving time and boosting client experience with Engager.

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Clients
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Is Your Current Dashboard Overloaded with Irrelevant Data?

Customise your view with Engager.app. Enable the widgets you need and disable the rest, so your dashboard works for you—not the other way around.

The image shows a Manage Dashboard screen with a list of widgets including My work, Form Requests, Document Signing Requests, and more. Instructions are provided to click on the eye icon to show or hide widgets.
A dashboard displaying four countdowns: Christmas Count with 5 days remaining, VAT Returns with 19 days, Month End with 12 days, and Audit Deadline with 49 days. Each includes hours and minutes left until specified dates in 2024 and 2025.

Struggling to Track Deadlines and Tasks?

Use countdown timers to keep critical dates in view. Whether it’s a client deadline, VAT return, or follow-up call, timers help you stay on track.

Do You Forget Useful Notes and Ideas?

Add a notepad widget to store reminders and quick thoughts right on your dashboard. Keep everything in one place so you can easily refer back when needed.

A green background with a digital note interface. The left side lists tasks under User Requests with green checkmarks. The right side has notes for Staff member 1 and Staff member 2 mentioning Get lunch!! and chat about facebook.
A dashboard with sections for My Work, Tasks, Document Signing Requests, and more. Each section displays various numerical and status indicators like overdue, pending, and next, in colors such as red, orange, and green.

Wasting Time Navigating Between Pages?

Widgets display key figures that link to relevant sections of the software. Jump directly to tasks, clients, or services with a single click, saving time and improving efficiency.

Testimonials

Don’t Just Take Our Word For It

You’ve got the questions

We Have the Answers

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.

Subscriptions that
don't break the bank

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.

The Dashboard is a customisable home page where you can enable widgets, add countdown timers, take notes, and track key data tailored to your role.

You can enable or disable widgets, create timers, and add notepads. Simply select the features you want to display, and the dashboard will update in real time.

Widgets include key data like outstanding tasks, service deadlines, or client updates. You can also add countdown timers and notepads to stay organised.

Yes! Widgets display key figures that are fully clickable, so you can navigate to tasks, client details, or other critical areas with a single click.

Countdown timers allow you to set visual reminders for key deadlines, helping you track progress and ensure tasks are completed on time.

PRICING

Clear And Honest Pricing

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.

5 Clients
Team Size Icon
For Small Sized Teams
Up to 5 Clients

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.

£9/Monthly

What’s Included

  • 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
5 Clients
Team Size Icon
For Small Sized Teams
Up to 5 Clients

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.

£14/Monthly

What’s Included

  • 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