The journey from frustration to a seamless practice management experience.

Imagine this.

You’ve built your accounting firm from scratch. You’ve got spreadsheets so detailed they deserve an award. Macros. If statements. Colour-coded tabs.

And for a while, it works. Until it doesn’t.

That’s where Aaron Patrick, the master of implementation and adoption, found himself. At Engager LABS, he stepped onto the stage with one mission: to share how Engager saved his practice.

The Search for the Perfect Practice Management Tool

Like many accountants, Aaron started with DIY solutions.

An Excel spreadsheet—brilliant, custom, built for his firm. But growth made it unmanageable.

So, he tried a CRM tool. Maybe that could work? It didn’t.

Then, he moved to a well-known accounting practice management solution. It had HMRC integrations, automated workflows, and, most importantly, it was designed for accountants.

It seemed like the perfect answer.

Until it wasn’t.

Issues crept in. The software had limitations, rigid workflows, and didn’t grow with his firm’s needs. Then, as if the universe had a plan, Aaron had to move fast.

His firm migrated 673 clients in two days. A daunting task. But one that proved Engager wasn’t just another tool—it was the right tool.

Why Engager Works: The Swiss Army Knife for Accountants

Aaron describes Engager as a Swiss Army knife.

Other platforms lock you into their way of working. Engager? It adapts to you.

“Unlike other solutions that force you down a single path, Engager lets you build the experience you want.”

For Aaron, that meant:

• A system that mirrors his processes, not the other way around.
• An onboarding flow designed around his firm’s client experience.
• A platform that evolves as his practice scales.

It was a game-changer.

The Power of Customisation in Practice Management

Every accounting firm is different. So why settle for cookie-cutter workflows?

Engager’s flexibility allows Aaron to:

✅ Brand the client experience – Custom logos, email signatures, and tailored messaging.
✅ Use detailed service breakdowns – Not just “bookkeeping,” but specific service lines to match pricing and scope.
✅ Implement custom fields – Tracking tax payment dates, automating reminders, and keeping client data actionable.

And then, there’s the document builder.

“If you haven’t played around with Engager’s document builder yet, you need to. It gives you complete control over how you present agreements, proposals, and client communications.”

It’s these details that turn a good client experience into a remarkable one.

Client Engagement: The Secret to Retention

Winning clients is one thing. Keeping them? That’s another.

Aaron has one golden rule: Push clients to the portal.

Instead of emails getting lost in inboxes, client communications stay centralised. And Engager’s forms? They’ve replaced third-party tools like Google Forms and JotForm, bringing everything under one roof.

“Forms are a game-changer. They feed directly into our database, streamlining onboarding, tax season, and client updates.”

The same goes for checklists—an underrated feature that ensures nothing falls through the cracks.

Super Users: The Key to Staying on Top of Everything

Managing notifications across a busy firm can feel overwhelming. That’s why Aaron’s team uses a Super User account.

One login. A complete overview of every notification.

“Every morning, we pull up the Super User account. We go through every notification, every task, every signed document. It gives us peace of mind—nothing is being missed.”

It’s a simple, yet powerful way to stay proactive instead of reactive.

Watch the Full Talk

See Aaron Patrick’s full Engager LABS session here:

Final Thoughts: The Future of Accounting Tech

Aaron’s journey with Engager isn’t just about software. It’s about building a firm that runs smoothly, efficiently, and on his terms.

Engager didn’t just replace a tool—it changed the way his practice operates.

“I trust that whatever changes Engager brings in will help our practice grow.”

So, if you’re still juggling spreadsheets or struggling with a rigid practice management tool, ask yourself:

👉 Is your system helping you scale, or holding you back?

Maybe it’s time to take a leaf out of Aaron’s book.

✅ Want to see Engager in action?

Check out Engager.app and see how it can transform your firm.