Client import and setup service for Engager

Engager.app is cloud-based practice management software for accountants and bookkeepers, designed to make running your practice simpler. It includes task management, automated reminders and customisable dashboards.

Workflow automation: automate routine tasks such as requesting records, getting approval and sending reminders, so there are fewer errors and more time for client work.

Centralised client management: keep all client information in one place so your team always has up-to-date details.

Secure client portal: exchange documents and communicate with clients in real time.

Integrations: connect with accounting software such as FreeAgent, QuickBooks and Xero to keep data consistent and reduce duplicate entry.

Customisable dashboards: tailor what you see to the way your practice works.

Collaboration: colleague tagging and workflow management help your team work together.

Document management and e-signing: manage documents and collect e-signatures without the paperwork.

Yes. Engager.app is designed for accounting and bookkeeping practices of all sizes, from sole practitioners to large firms. Small practices get an easy-to-use interface with task management, automated reminders and customisable dashboards. Larger firms can use workflow automation, team collaboration tools and reporting to manage bigger client bases and teams.

With Custom Services you can set up offerings such as new client onboarding, AML checks or health checks. Pricing is based on the number of clients you look after, with unlimited users and every feature included.

Yes. Engager.app integrates with well-known accounting software including QuickBooks, FreeAgent and Xero.

You can search our help centre for articles and videos, email our support team at support@engager.app, join free live training sessions and our weekly update webinar, and get support from peers in our community.

There’s no limit to the amount of data you can store within Engager.app. We operate a fair usage policy, which protects us against product misuse.

Your data’s security is our priority. Engager.app uses security measures including ongoing backups and encryption to protect your data. Data is hosted in the UK and Engager is Cyber Essentials certified.

Our pricing is based on your number of clients, not users. Plans start from £9 +VAT a month, with unlimited users and every feature included. See our pricing.

Yes. A free 28-day trial with full feature access is available, and no card details are required. Start your free trial.

If you choose not to continue after your trial, your data will be securely archived and then permanently deleted, in line with data protection laws.

Register for the free trial, use the help centre and our initial setup guide for setup guidance, and join our community for further support and networking with fellow accountancy professionals.