Create tailored Engagement Letters in seconds. Engager makes it easy. Just choose your services, fee periods, and responsibilities, and you’re ready to go.
Create tailored, compliant engagement letters in minutes. With smart templates and dynamic content, you’ll save time, stay consistent, and present your firm at its professional best—every single time.
Engager makes it easy for accountants and bookkeepers to create professional engagement letters that cover every essential detail. From outlining services to clarifying responsibilities, our tool ensures your clients are always on the same page. Save time, ensure compliance, and boost efficiency with engagement letters that are simple to generate and fully customisable.
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Create engagement letters that perfectly suit each client and service. Customise every aspect, from look and feel, to specific terms. Ensuring your engagement letters are as unique as your clients.
Access a rich library of pre-written services to standardise your offerings and pricing in each engagement letter. It keeps everything consistent and professional with minimal effort. Better yet, you can add your own services and define pricing drivers to ensure consistent pricing.
Send engagement letters for e-signature and get clients onboarded instantly. No more printing, scanning, or back-and-forth emails. Just a few clicks to get going.
Clients can access their documents anytime via a dedicated client portal, making it easy to reference agreements and stay aligned on expectations. They can even access the portal via our mobile app on both Android and iOS.
Add your firm’s branding to every engagement letter, including logos, colour schemes, and typography. Stand out with a consistent, professional look that enhances your brand’s credibility.
Collaborate in real-time with team members on engagement letter drafts. This feature ensures feedback is incorporated quickly, and no version is outdated. Perfect for remote working environments.
Clients can review and sign engagement letters from any device. Mobile-optimised design means they can sign off quickly, no matter where they are, making it convenient for busy clients.
We’re here to make switching easy. If you’re wondering how Engager fits your practice, you’ll find the answers below.
Still not sure? Email support@engager.app any time, we’re always happy to help.
Our subscriptions are scalable for any size practice, starting at £9+VAT per month.
Check out our pricing matrix to see how affordable our plans can be for your firm.
Engager’s Engagement Letters are designed with accountants and bookkeepers in mind, offering easy customisation, seamless integration with your branding, and automation features that simplify your workload, saving you both time and effort.
Absolutely! With Engager, you can tailor every aspect of your Engagement Letters, including services, responsibilities, and fees, ensuring they fit the unique needs of your clients and brand.
With Engager, you can create a professional, fully-customised Engagement Letter in just a matter of minutes. Simply select your services, adjust any necessary details, and send—it’s that easy.
Yes, Engager supports e-signatures, making it easy for your clients to review, sign, and return documents electronically, streamlining the entire process and reducing turnaround time.
Not at all. Everything you need is included within Engager. Plus, our integration with other platforms like accounting software makes managing your practice easier and more connected.
All plans include every feature Engager offers. The only extra fees are for SMS and Xero integration.
Enjoy unlimited users at no extra cost. Plus, our pricing comes with the Engager Price Promise for transparency and fairness.
Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.
Secure Client Portal
eSigning Capabilities
Mobile App Access
Branded Client Experience
Automated Notifications
Integration with Accounting Software
Task Management
Client Messaging System
Document Templates
Audit Trail
Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.
Secure Client Portal
eSigning Capabilities
Mobile App Access
Branded Client Experience
Automated Notifications
Integration with Accounting Software
Task Management
Client Messaging System
Document Templates
Audit Trail