Spending too long writing disengagement letters?
Engager generates disengagement letters from a client’s enabled services, so there is nothing to write from scratch.
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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 / Letter of Disengagement
Letter of disengagement software for accountants & bookkeepers
Produce professional, on-brand letters of disengagement in a few clicks. Engager pulls in the client’s active services, so every letter is complete and consistent.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Letter of disengagement
Standardise how you disengage clients
Generate professional, compliant disengagement letters in seconds. Select the relevant service and client information, adjust as needed and send, with no drafting from scratch.
Letters generated from active services
Engager identifies all of a client’s active services and generates a professional letter automatically, saving you time and making sure nothing is missed.
How it works
How disengagement letters work in Engager
No more manual document creation
Engager pulls client service details into a ready-to-send disengagement letter. No copying, pasting or reformatting.
Professional, on-brand documents
Use the Document Designer to match the look of your disengagement letters to your firm’s branding, so you present a professional image even at the end of a client relationship.
Accuracy and consistency
Because enabled services are pulled into the letter automatically, every relevant detail is included and your practice stays consistent.
Common challenges
Problems letters of disengagement solve
Worried about presenting a professional image?
Customise the design of disengagement letters in the Document Designer to match your firm’s branding.
Missing key information in your letters?
Details of active client services are pulled straight into the letter, so nothing is overlooked.
Struggling to standardise the process?
Automated generation and custom templates give the whole firm one consistent disengagement process.
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 letters of disengagement
Every client document, from the first engagement letter to the last, comes from the same branded templates.
Letter of engagement
Tailored engagement letters built from your services and fees.
Explore letter of engagementProfessional clearance letters
Clearance letters pre-filled with each client’s services.
Explore professional clearance lettersE-signature
Send, sign and manage documents electronically.
Explore e-signatureQuestions
Letter of disengagement FAQs
How does the letter of disengagement feature work?
Engager reviews the services a client has enabled and generates a professional disengagement letter, tailored to your firm’s requirements.
Can I customise the look of disengagement letters?
Yes. The Document Designer lets you customise the branding, layout and content of disengagement letters to match your practice’s style.
Will the letter include all active services for the client?
Yes. Engager pulls all relevant active services into the letter, so it is accurate and complete.
Can I save a standard template for disengagement letters?
Yes. Create and save templates so the process is quick and repeatable whenever you need to disengage a client.
Does this feature connect with the rest of Engager?
Yes. Letters draw directly on your client data and services, so the information is accurate and up to date.
Is the letter of disengagement 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 letters of disengagement included in every Engager plan?
Yes. Letters of disengagement 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.
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For small teams
£89+VAT
a month
a month
Billed monthly.
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