Struggling to keep track of team tasks?
Engager keeps every task assigned, tracked and visible in one place, so you stay in control of your workflows.
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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 / Task Management
Task management software for accountants and bookkeepers
Take control of your practice’s work. Break services into actionable tasks, assign them to your team with clear deadlines and track progress on Kanban boards.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Task management
Organise, track and complete tasks with ease
Assign tasks, set due dates and monitor progress from one board. With reminders and visual status updates, nothing slips through the cracks and every job keeps moving.
Manage every task from start to finish
Whether you are working on client onboarding, payroll or AML checks, break jobs into actionable tasks, assign ownership and track progress to completion in one central system.
How it works
How task management works in Engager
Assign tasks and set clear deadlines
Assign tasks to individuals or teams with clear deadlines. Everyone knows what they are responsible for, which cuts confusion and builds accountability.
Track progress on Kanban boards
See your tasks on Kanban boards. Move work across phases, monitor progress in real time and spot bottlenecks before they affect deadlines.
Automate follow-ups with email prompts
When phases are completed, Engager can prompt pre-written emails to clients, so communication is standard and work keeps moving.
Common challenges
Problems task management solves
Finding it hard to monitor task progress?
Use the Kanban board to see where tasks stand at a glance, spot delays and keep jobs moving.
Are manual follow-ups slowing you down?
Email prompts at key task milestones keep clients and colleagues informed without chasing.
Losing sight of who is responsible for what?
Assign tasks to specific team members with deadlines, so everyone knows their role and nothing is missed.
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 task management
Tasks connect to phases, workflows and your team’s conversations.
Questions
Task management FAQs
What is task management in Engager?
Task management lets you create, assign and track tasks across your practice. It works with job phases and Kanban boards for full visibility of your workflow.
Can I assign tasks to different team members?
Yes. Tasks can be assigned to individuals or teams, so ownership is always clear.
How does the Kanban board help with task tracking?
The Kanban board gives a visual overview of your tasks, so you can track progress, spot delays and move work through each phase.
Can I automate client communication based on task progress?
Yes. Engager can send email prompts when tasks are completed or need action, which keeps communication consistent.
How does task management work with job phases?
Work can be broken down into job phases, each with a time budget that you can track for profitability.
Is task management 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 task management included in every Engager plan?
Yes. Task management 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.
- 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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