Effortlessly generate professional clearance letters using smart templates pre-filled with the details you need—saving time and reducing manual effort. Customise the content per firm, automate service-specific requests, and ensure every communication is consistent and compliant. Your clearance process just became faster, slicker and far more reliable.
Engager.app simplifies the production of professional clearance letters by automatically including the relevant services for each client. Let the system do the work, ensuring every letter is accurate, consistent, and ready to send with minimal effort.
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Engager.app automatically generates clearance letters based on client services, removing the need for manual effort and saving you hours of work.
The system pulls all enabled services directly into the letter, ensuring your clearance documents are accurate and complete every time.
Standardise your professional clearance letters with customisable templates, ensuring consistency and professionalism across your team.
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.
A professional clearance letter is sent to a client’s previous accountant to request relevant information needed for a smooth handover.
Engager.app automatically pulls the client’s active services into a pre-built template, producing a fully customised clearance letter in seconds.
Yes! You can add your firm’s branding, including your logo and colours, to deliver a professional experience.
Absolutely! The Client Portal is fully responsive, allowing clients to access it from their desktop, tablet, or mobile device.
Yes, clients can securely upload and share files directly through the portal, reducing the need for email attachments.
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