Struggling to find the right client data
Drill down into your client list by fees, services, custom fields and more.
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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 / Filtering
Client reporting and filtering for accountants & bookkeepers
Filter your client list by more than 50 criteria, including fees, services, client relationships and custom fields, then report on it or act on it straight away.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Insight from your own data
Find the right clients in seconds
Large client lists make simple questions hard to answer. Engager’s filtering lets you sort, organise and report on exactly the information you need, without exporting everything to a spreadsheet first.
- Over 50 filter criteria, including your own custom fields
- Combine as many filters as you need
- Export custom reports
- Send emails, update tasks or manage fees from a filtered list
How it works
How filtering and reporting work
Narrow your list, see what matters, then take action without switching tools.
Customise your view with precision
Filter by fees, services, VAT factors, onboarding dates, client relationships and custom fields. However detailed your question, you can find exactly what you need.
Report in minutes, not days
Filter your client data instantly and export custom reports for client reviews, billing or internal analysis, so you can spot trends and make decisions quickly.
Act on what you find
Use a filtered list to send emails, update tasks or manage fees in bulk, so insight turns into action straight away.
Try it free for 28 days
No card details required. Every feature included.
Common challenges
Problems filtering solves
Too much time on manual reporting
Filter instantly and export custom reports in minutes.
Not enough insight into your practice
Combine custom fields with filters to track the metrics that matter to your firm.
Overwhelmed by a large client list
Segment clients by fees, VAT frequency or key services and prioritise your work.
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 filtering
Every Engager subscription includes every feature and unlimited users, so your filters work with your custom fields, messaging and dashboard.
Questions
Filtering FAQs
What kind of filtering options are available?
You can filter client data by fees, services, custom fields, VAT factors, onboarding dates and much more, giving you control over your reporting.
Can I filter by custom fields I have created?
Yes. Engager lets you include your custom fields in filters, so you can track data specific to your practice.
How can filtering help with reporting?
Filtering lets you isolate the exact data you need, making it easy to produce accurate reports for client reviews, billing or internal analysis.
Can I take action from a filtered client list?
Yes. Once you have filtered your list, you can send emails, update tasks or carry out bulk actions directly from the filtered view.
Is there a limit to how many filters I can apply?
No. You can apply multiple filters at the same time to refine your view and find exactly what you are looking for.
Is filtering 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 filtering and client reporting included in every Engager plan?
Yes. Filtering and client reporting 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.
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