Manual signatures slowing you down
Send and receive signed documents in minutes, not days, and keep work moving.
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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 / E-Signature
E-signature software for accountants and bookkeepers
Send, sign and manage documents electronically, so engagement letters and other agreements come back in minutes, not days, with no printing or posting.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Sign without the paper
Wrap up agreements faster
Paper signatures mean printing, posting and chasing. E-signatures are built into Engager, so clients can sign engagement letters, tax forms and contracts on any device, wherever they are.
- Clients sign on any device, anywhere
- Track who has opened, signed or approved each document
- Signed documents stored with a full audit trail
- Included in every Engager subscription
How it works
How e-signatures work in Engager
From sending a document to filing the signed copy, everything happens in one place.
Send for signature
Upload your document, choose who needs to sign and send it. Recipients sign electronically and you are notified as soon as it is complete.
Track every document
See who has opened, signed or rejected a document, and who you are still waiting for. You get a complete record of who viewed it and when, without the paper.
Signing requests
Sarah MillsLetter of engagement · Signed 12 MarSigned
Ben CarterLetter of engagement · Sent 13 MarPending
Jane PatelProposal and letter of engagement · Signed 14 MarSigned
Signed, stored and secure
Signed documents are stored in Engager with a complete audit trail of who signed and when, so they are easy to find later. Engager is UK-hosted and Cyber Essentials certified.
Try it free for 28 days
No card details required. Every feature included.
Common challenges
Problems e-signatures solve
Concerns about security
Documents are encrypted and stored with audit trails for accountability and compliance.
Losing track of document status
See at a glance who has signed and who is holding you up.
Clients frustrated by paper processes
Clients can sign from anywhere, on their phone, tablet or computer.
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 e-signatures
Every Engager subscription includes every feature and unlimited users, so e-signatures connect your proposals, engagement letters and client portal.
Letter of engagement
Create tailored engagement letters and send them for signature.
Explore letters of engagementProposals
Send branded proposals with fees built in and know when they are opened.
Explore proposalsClient portal
Give clients one secure place for documents, forms and signatures.
Explore the client portalQuestions
E-Signature FAQs
Are e-signatures legally binding?
Yes. Electronic signatures are legally binding and recognised in many countries, including the UK, provided they meet the relevant regulatory requirements.
How does the e-signature process work in Engager?
Upload your document, specify the signatories and send it for electronic signing. Recipients sign electronically, and you are notified when it is complete.
Can clients sign documents on mobile devices?
Yes. Clients can sign documents securely from smartphones, tablets or computers.
How are signed documents stored and tracked?
Signed documents are stored securely within Engager, with complete audit trails showing who signed and when, for compliance and easy retrieval.
Is e-signature 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 e-signatures included in every Engager plan?
Yes. E-signatures 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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