Struggling to align prices with client value?
Set formulas based on client-specific fields such as turnover or transaction volumes, and charge fairly for the complexity and scale of each client.
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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 / Pricing Tool
Value-based pricing software for accountants & bookkeepers
Take full control of how your services are priced. Build pricing formulas from client data that reflect your practice’s own value-based pricing model, and quote consistently every time.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Pricing tool
Tailor your pricing to client value
Build pricing models that scale your fees with transaction volume, record types, client size or complexity. Smart brackets and custom formulas keep pricing fair, transparent and consistent.
Flexible pricing with custom and built-in fields
No two clients are the same. Set up pricing rules based on fields such as Turnover, Number of Transactions or any custom field you create, using dropdowns, brackets or formulas.
How it works
How value-based pricing works in Engager
Fully customisable pricing formulas
Combine custom and built-in fields in formulas that adjust service prices automatically from client data, such as turnover brackets, team size or transaction volumes.
Move beyond fixed rates
Set prices that scale with client complexity, business size or other criteria, so pricing is fair, consistent and profitable every time.
Quotes and engagement letters, priced for you
Once your formulas are set, Engager produces accurate quotes and letters of engagement automatically, so every client receives a polished, consistent proposal.
Common challenges
Problems the pricing tool solves
Are pricing calculations slow and error-prone?
Automate pricing with formulas that use custom and built-in fields. No manual sums, and accurate, consistent quotes every time.
Do your quotes and proposals lack consistency?
Pricing rules feed directly into quotes and letters of engagement, so every proposal is standard and professional.
Finding it hard to scale your pricing model?
Reusable pricing rules apply the same formulas across clients and services, so your model is easy to scale and update.
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 the pricing tool
Your pricing rules power quotes, proposals and engagement letters across Engager.
Custom fields
Store the client data your practice needs and use it in pricing.
Explore custom fieldsLetter of engagement
Tailored engagement letters built from your services and fees.
Explore letter of engagementCatch-up fees
Charge new clients for work done before they came on board.
Explore catch-up feesQuestions
Pricing tool FAQs
What is the pricing tool and how does it work?
It lets you build formulas that set the price of your services from custom and built-in fields. Pricing rules are applied automatically when you generate quotes and letters of engagement.
What is value-based pricing?
Value-based pricing reflects the value your services provide to a client, rather than a fixed or arbitrary fee. For example, you can price services by turnover bracket, transaction volume or other measures of a client’s size and complexity.
Can I use custom fields in my pricing formulas?
Yes. Use custom fields such as Annual Turnover or Number of Employees to build pricing models that reflect your practice’s needs.
How do pricing formulas feed into quotes and engagement letters?
Once your pricing rules are set, Engager calculates the service price and inserts it into client quotes and letters of engagement, which saves time and keeps fees consistent.
Can I reuse or edit my pricing formulas?
Yes. Pricing rules can be saved, reused and updated as your practice evolves.
Is the pricing tool 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.
Is the pricing tool included in every Engager plan?
Yes. The pricing tool 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.
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