Complete Practice Management Solution

For Accountants and Bookkeepers

An unlimited user software solution designed by accountants for accountants and bookkeepers

Join our community, not just our software

No Credit Card Required - 28 Day Free Trial

Enabling firms to support more than 25,000 small business' and individuals

Pauline Healey
Pauline HealeyOwner - Logical BI Limited
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Client Engager has dramatically improved the work flow and processes of our accountancy team, and the system support is very responsive. I would highly recommend Client Engager to accountancy practices.
Andrew Davis
Andrew DavisOwner - Davis & Co
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Very user friendly. Tailored to suit any firm’s needs, regardless of the size of client base etc.. Developments are constantly being worked on as we speak showing they have a real desire to get this improving at a fast rate
Simon Brook
Simon BrookOwner - Broadbents
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Since coming on board with Client Engager this has helped us streamline our client on boarding system. With the facility to generate Engagement letters and professional clearance letters it makes out life a lot easier. Quote for work is made easier by the built in pricing matrix.

Make the overwhelming underwhelming

You can literally get a client completely set up in less than 10 minutes, which includes, signing the letter of engagement, sign up to the GDPR portal, sending professional clearance, set up a recurring payment plan, request their bank data and create the work flow.

Client Engager was purposely designed by accountants for accountants and bookkeepers, and the feed back we get, users can easily tell that.

Our mission is to provide a platform that has every feature available to unlimited users. The software is priced by generous client perimeters, allowing your firm to add clients and grow with confidence, without the burden of paying for additional users.

Some of the unlimited features included in every subscription:

Even accounting software influencers rate us...

We have even been reviewed by the head of Boffix Accountants, The QuickBooks Chap and co presenter of Ask the Accountant – Aaron Patrick. 

Watch this video to get an insight of the product – please bear in mind he had taken it straight out of the box, nevertheless, found it very easy to get going.

We have loads of You Tube videos to help you get started, they also provide deep insights to some of the powerful features, such as custom fields and pricing tools.

Remember, if these resources don’t give you the answers, we always recommend emailing and we will jump on a Zoom call with you at a convenient time for yourself.

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