Struggling with unstructured processes?
Workflows break jobs into clear steps. Assign tasks, automate deadlines and follow the same process for every client service.
- Features
Onboard clients
Communicate and team
Customer storyHow Adrian Bryan built a scalable, system-driven practiceWith TaxCalc and Engager working together.
Read the story → - Integrations
Compliance, referrals and payments
Customer storyHow Appleleaf gained control of leads, workflows and client communication"Engager understood the pain points accountants face."
Read the story → - Pricing
- Support
Learn and stay updated
Looking for practice management software?Try for free. No card details required.Packages start from as little as £9 +VAT per month.
Free 28-day trial - Get Started
Start your journey
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 / Workflow
Workflow software for accountants and bookkeepers
Organise and automate every step of your client services. Create structured processes, assign tasks and track progress across your whole team.
No card details required. Every feature and unlimited users included, from £9 +VAT a month.
Workflow
Build, automate and optimise your workflows
Design workflows that connect every part of your practice, from tasks and approvals to client communication and billing. Automate key steps, keep work consistent and see progress in real time. On average, Engager saves 40 hours a month.
Workflows that fit your practice
Break complex services into clear, manageable steps, assign ownership to your team and monitor progress, so every job is delivered on time and to the same standard.
How it works
How workflows work in Engager
Automate repetitive tasks
Set up workflows for services such as client onboarding, AML checks or tax returns, so your team knows what to do and when, without manual intervention.
Consistency across every service
Give every service a standard, repeatable process. Your team follows the same steps, which improves quality, reduces errors and gives clients a consistent experience.
Assign ownership and track progress
Assign individual tasks or phases within a workflow. With clear deadlines and status tracking, you always know who is working on what.
Common challenges
Problems workflows solve
Tired of repeating the same tasks manually?
Automate repetitive tasks and services. Set it up once and let Engager handle the rest.
Is your team missing deadlines?
Assign tasks with clear deadlines, monitor progress at a glance and spot delays before they become problems.
Lacking visibility of your team’s work?
With task management and job phases built in, you can see what is done, what is pending and where to step in.
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 power your workflows
Workflows bring tasks, phases and automated emails together.
Questions
Workflow FAQs
What is a workflow in Engager?
A workflow is a structured process that breaks a service into clear steps. Tasks can be assigned to team members, deadlines set and progress tracked.
Can I automate recurring tasks with workflows?
Yes. Create workflows for recurring services such as monthly payroll, VAT returns or compliance checks, with task creation and reminders automated.
How do workflows connect with other features?
Workflows work with task management, job phases and Kanban boards, giving you full visibility and control.
Can I customise workflows for different services?
Yes. Workflows are fully customisable, so you can tailor processes for client onboarding, health checks, tax returns or any other service you provide.
How do workflows help my team stay organised?
Clear steps, task assignments and deadlines mean your team knows exactly what to do and when, which reduces confusion and keeps results consistent.
Is workflow automation 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 workflow automation included in every Engager plan?
Yes. Workflow automation 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.
Compare plans in full →Get started
Ready for a calmer practice?
Try every feature free for 28 days. Our team will help you import your clients and set up your services.
Newsletter
Be the first to know.
Product updates, events and practical tips for running your practice, straight to your inbox. No spam, unsubscribe any time.