Struggling to gather client information quickly?
Customisable forms let you gather information from many clients at once, whether it is for onboarding, compliance or a data review.
- 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 / Forms
Client onboarding forms for accountants and bookkeepers
Build bespoke forms, send them through the secure client portal and let every answer map straight back into the client record. Forms pre-fill where data already exists, so onboarding takes far less copy and paste.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Forms
Collect client information without the back and forth
Create forms for company numbers, onboarding details or any other data point you need. Use built-in and custom fields, send forms individually or in bulk through the client portal, and let responses flow back into client records automatically.
Forms built around your practice
From onboarding details to compliance checks, build forms that suit your exact requirements. Collect everything from built-in fields such as Company Number to the custom data points that drive your workflows.
How it works
How client forms work in Engager
Fully customisable forms
Gather the exact data you need, whether that is financial information, an onboarding questionnaire or ad-hoc details. Every field can be built-in, custom or free-form.
Secure, GDPR-compliant data collection
Forms are sent through the client portal, a secure, GDPR-compliant place for clients to submit sensitive data. Clients can share information with confidence.
Bulk data gathering without the emails
Need information from lots of clients at once? Send forms in bulk, automate follow-ups and keep every response in one place, without chasing by email.
Common challenges
Problems client forms solve
Concerned about GDPR compliance?
Forms are shared through the secure client portal, so submissions meet GDPR requirements and clients can share sensitive information with confidence.
Wasting time chasing missing details?
Automate form requests and keep responses in one place. Clients complete and submit forms easily, which cuts the back and forth for your team.
Need data that does not fit a built-in field?
Create custom fields, or use a form to collect one-off information that does not need to be stored long term.
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
Features that work with forms
Form answers flow into the rest of Engager, so the data you collect is ready to use straight away.
Questions
Client forms FAQs
What types of information can I collect using forms?
Any type of information. Use existing built-in fields, custom fields, or standalone questions whose answers will not be stored in Engager.
How are forms sent to clients?
Forms are sent through the secure client portal, which keeps data collection GDPR-compliant and gives clients peace of mind when they submit sensitive data.
Can forms pre-fill information I already hold?
Yes. Forms pre-fill where data already exists, then map the responses back into the client record, which cuts out copy and paste during onboarding.
Can I customise forms to suit my practice?
Yes. Forms are fully customisable, so you can add, remove or edit fields to collect exactly the information you need.
Can I send forms to lots of clients at once?
Yes. Forms can be sent in bulk to multiple clients, and responses are kept together in Engager so they are easy to manage.
Do I need to store all collected data in Engager?
No. Forms can collect temporary or ad-hoc information without storing it in the system long term.
Is the forms feature included in my subscription?
Yes. Every Engager subscription includes every feature and unlimited users. Pricing is based on the number of clients you manage, from £9 +VAT a month, and you can try it free for 28 days with no card details required.
Are onboarding forms included in every Engager plan?
Yes. Onboarding forms 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.
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.