A dashboard full of irrelevant data
Enable the widgets you need and hide the rest, so your dashboard works for you.
- Features
Onboard clients
Communicate and team
Customer storyHow Adrian Bryan built a scalable, system-driven practiceWith TaxCalc and Engager working together.
Read the story → - Integrations
Compliance, referrals and payments
Customer storyHow Appleleaf gained control of leads, workflows and client communication"Engager understood the pain points accountants face."
Read the story → - Pricing
- Support
Learn and stay updated
Looking for practice management software?Try for free. No card details required.Packages start from as little as £9 +VAT per month.
Free 28-day trial - Get Started
Start your journey
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 / Dashboard
A practice dashboard for accountants and bookkeepers
Choose the widgets you want, add countdown timers and notes, and see the work that needs your attention as soon as you log in.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Your dashboard, your way
See what matters to you at a glance
Tailor your dashboard to show exactly what matters, whether that is workload, deadlines, service progress or team productivity. Everyone gets a view that suits their role.
- Enable or disable widgets to suit your role
- Countdown timers for key deadlines
- Notepads for reminders and quick notes
- Clickable figures that take you straight to the work
How it works
How the dashboard works
Build the home page you want, and use it to jump straight to what needs doing.
Focus on the information that matters
With custom widgets you choose what you see, whether that is outstanding tasks, pending deadlines or client updates. Widgets show key figures that link to the relevant part of Engager in a single click.
Never miss a deadline with countdown timers
Create countdown timers for key dates such as VAT returns, month end or filings, and keep them front and centre so nothing slips.
Stay organised with notes and reminders
Add notepads to your dashboard for reminders, ideas or quick notes, so useful information is always to hand without switching between tools.
Try it free for 28 days
No card details required. Every feature included.
Common challenges
Problems the dashboard solves
Struggling to track deadlines
Countdown timers keep client deadlines and VAT returns in view.
Forgetting useful notes and ideas
A notepad widget keeps reminders and quick thoughts on your home page.
Time lost navigating between pages
Clickable widgets take you straight to tasks, clients or services.
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 the dashboard
Every Engager subscription includes every feature and unlimited users, so your dashboard brings together the work from across Engager.
Questions
Dashboard FAQs
What is the dashboard in Engager?
The dashboard is a customisable home page where you can enable widgets, add countdown timers, take notes and track key data for your role.
How do I customise my dashboard?
You can enable or disable widgets, create timers and add notepads. Choose what you want to display and the dashboard updates straight away.
What kind of widgets can I add?
Widgets include key data such as outstanding tasks, service deadlines and client updates. You can also add countdown timers and notepads.
Can I click on widgets to open other parts of Engager?
Yes. Widgets show key figures that are clickable, so you can go straight to tasks, client details or other areas.
How do countdown timers help me stay on track?
Countdown timers give you a visual reminder of key deadlines, helping you track progress and get work done on time.
Is the dashboard 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 the dashboard included in every Engager plan?
Yes. The dashboard 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.
- 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.
Compare plans in full →Get started
Ready for a calmer practice?
Try every feature free for 28 days. Our team will help you import your clients and set up your services.
Newsletter
Be the first to know.
Product updates, events and practical tips for running your practice, straight to your inbox. No spam, unsubscribe any time.