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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 Engagement
Engagement letter software for accountants and bookkeepers
Create tailored engagement letters in seconds. Choose your services, fee periods and responsibilities, and Engager builds a professional, branded letter ready to send for e-signature.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Letter of engagement
Professional engagement letters in minutes
Create tailored, compliant engagement letters with smart templates and dynamic content. Save time, stay consistent and present your firm at its professional best every time.
Customise, send and manage engagement letters
Engager makes it easy to create engagement letters that cover every essential detail, from the services you provide to each party’s responsibilities, so clients are always on the same page.
How it works
How engagement letters work in Engager
Generate letters within seconds
Create professional, compliant engagement letters in a few clicks, with no long setup or tedious formatting.
Pricing calculator built in
Include fee structures with the built-in pricing tool, so clients know exactly what they are getting and fees stay consistent.
Bring your brand to life
Make a strong first impression with fully branded letters of engagement, using your logo, colours and tone of voice.
Try it now
Build an engagement letter in under a minute
Pick a client, choose the services and watch the letter and fee build themselves. This is how letters work in Engager, using an example pricing formula.
- Letter sent to client
- Opened on mobile
- Signed online
- Client onboarded
Send letters like this to your own clients
Use your own templates and pricing, with eSignature built in. Every feature is included and no card details are needed.
Start your free 28-day trialSee it with your own services and fees
An Engager specialist will walk you through letters, proposals and onboarding, set up the way your practice works.
Book a demoEverything included
Built for the way you onboard clients
Customisable templates
Tailor every engagement letter to the client and service, from the look and feel to specific terms.
Service library
Use a library of pre-written services, add your own and define pricing drivers for consistent pricing.
Digital signatures
Send letters for e-signature and onboard clients without printing or scanning.
Client portal access
Clients can find their agreements any time in the client portal, including the Android and iOS app.
Sign on any device
Clients can review and sign engagement letters on their phone, tablet or computer.
Custom branding
Add your logo, colours and typography to every letter for a consistent, professional look.
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 engagement letters
Go from proposal to signed engagement letter without leaving Engager.
Questions
Engagement letter FAQs
What makes Engager’s engagement letters different?
They are designed for accountants and bookkeepers, with easy customisation, your own branding and automation that takes work off your plate.
Can I customise engagement letters to fit my practice?
Yes. You can tailor every part of your engagement letters, including services, responsibilities and fees, to suit your clients and your brand.
How long does it take to create an engagement letter?
A few minutes. Select your services, adjust any details and send.
Are digital signatures supported?
Yes. Engager supports e-signatures, so clients can review, sign and return documents electronically and turnaround is faster.
Do I need additional software?
No. Everything you need is included in Engager, and integrations with accounting software keep your practice connected.
Are engagement letters 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 engagement included in every Engager plan?
Yes. Letters of engagement 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.
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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