Spending too long creating proposals from scratch?
Create professional, branded proposals in minutes. Reuse service templates and fee structures so every new quote is faster than the last.
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Customer storyHow Adrian Bryan built a scalable, system-driven practiceWith TaxCalc and Engager working together.
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Compliance, referrals and payments
Customer storyHow Appleleaf gained control of leads, workflows and client communication"Engager understood the pain points accountants face."
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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 / Proposals
Proposal software for accountants & bookkeepers that wins more clients
Create branded proposals in minutes, build your fees inside the proposal and know the moment a prospect opens it. Track acceptance, understand loss reasons and convert more prospects into clients, without the admin.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Proposals
Professional proposals that win more business
From the moment a prospect opens your proposal, Engager gives you complete visibility. Track status in real time, capture loss reasons when prospects decline and refine your approach, all from one place.
Fully branded, customisable proposals
Create proposals that reflect your firm’s brand, with your logo, colours and style, so every first impression is polished and professional.
Try it now
From accepted proposal to signed letter
Pick a client and the services they have agreed to, and watch the engagement letter and fee build themselves. This is how proposals turn into signed letters in Engager, using an example pricing formula.
1
2Who is the client?
3Which services?
4
Sample fee£0a yearWorked out from an example pricing formula. In Engager you set your own.
- 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 demoHow it works
Everything you need to quote and convert
Branded templates
Customise templates to match your identity and reuse them for every new prospect.
Built-in fee builder
Add services, structure your pricing and present costs clearly inside the proposal.
Reusable service packages
Save service packages as templates, so every new quote takes minutes, not hours.
Open notifications
Engager tells you the moment a prospect opens your proposal, so you can follow up at the right time.
Acceptance and loss tracking
Acceptances are logged instantly. If a prospect declines, you are prompted to record a loss reason.
Proposals dashboard
See every proposal as pending, opened, accepted or declined, and filter by status, date or client.
Common challenges
Problems proposals solve
Not sure if your proposal has been opened?
Engager notifies you when a prospect views your proposal, so you always know the right time to follow up.
Losing prospects without knowing why?
When a prospect declines, Engager captures the reason. Use real data across all your proposals to see where you are losing out.
Struggling to present your fees clearly?
Build your pricing inside the proposal with the fee builder and present services in a clear, client-friendly format.
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 proposals
Track prospects, price consistently and move straight to a signed engagement letter.
Questions
Proposal software FAQs
Can I customise proposals with my firm’s branding?
Yes. Every proposal you send through Engager carries your firm’s logo, colours and style. Customise templates to match your identity, so every prospect gets a polished first impression.
Can I build and present fees inside the proposal?
Yes. The built-in fee builder lets you add services, structure your pricing and present costs clearly within the proposal. Save service packages as reusable templates so every new quote takes minutes.
How do I know when a prospect has opened my proposal?
Engager notifies you the moment a prospect opens your proposal, giving you the cue to follow up at the right time.
How does acceptance and rejection tracking work?
When a prospect accepts, Engager logs it straight away so you can move on to onboarding. If they decline, you are prompted to capture a loss reason, which helps you spot patterns and win more business over time.
Can I track all my proposals in one place?
Yes. The proposals dashboard shows every proposal as pending, opened, accepted or declined. Filter by status, date or client to stay on top of every prospect.
Are proposals included in every plan?
Yes. Proposals are included in every Engager plan, with no add-ons. Pricing is based on the number of clients you manage, from £9 +VAT a month, with unlimited users.
Are proposals included in every Engager plan?
Yes. Proposals 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.
For small teams
£89+VAT
a month
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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