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Read the story →Compliance, referrals and payments
"Engager understood the pain points accountants face."
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Jason Holden, Founder, Holden Associates
Integrations
Connect Engager to the accounting, tax, compliance and payment tools your practice already uses. Keep client records in step, run AML and HMRC tasks without switching systems, and collect fees with less chasing.
No card details required. Every feature included.
Client details syncedSynced
Agent authorisation requestedPending
Director details updated overnightUpdated
Tax return sent to EngagerReceived
Invoice paid by Direct DebitPaidAll integrations
Choose an integration to see what it does, how it works with Engager and how to get started.
Accounting softwareTwo-way sync of client details and invoices between Engager and Xero. An optional add-on at £4 a month.
Xero integration →
Accounting softwareTwo-way sync of client details and invoices, with payment status shown on each client’s Engager profile.
QuickBooks integration →
Accounting softwareAdd clients to FreeAgent from Engager, keep details in step with a two-way sync and create one-off invoices.
FreeAgent integration →Tax and accountsPhase one is live: client data syncs both ways between TaxCalc and Engager, and you can send accounts and tax returns from TaxCalc to Engager.
TaxCalc integration →
Bookkeeping insightSee Xenon bookkeeping health scores, outstanding issues and transaction volumes against each client in Engager.
Xenon Connect integration →Agent authorisationRequest and track agent authorisations for Self Assessment, PAYE and CIS, MTD VAT, MTD IT and Corporation Tax.
HMRC integration →Company dataImport company and director details in a click, with a nightly check for changes. Built in, with nothing to set up.
Companies House integration →
AML checksRun ID verification, PEP and sanctions checks and client risk assessments from within Engager.
Xama integration →
Source of fundsCollect bank data through open banking, statement uploads or CSV files for source of funds and AML checks.
Armalytix integration →PaymentsPush invoices to Adfin, then let it send, chase, collect and reconcile payments by Direct Debit, card or bank transfer.
Adfin integration →
Open banking paymentsSend open banking payment requests from Engager and track their status, with one-off or recurring schedules.
Crezco integration →
ReferralsOpen RQ from Engager in one click to send, track and manage compliant client referrals.
RQ integration →By job to be done
Sync client details and invoices with your accounting software, and see bookkeeping insight against each client.
Request HMRC agent authorisation, pull Companies House data and run AML and source of funds checks.
Customer stories
Quoting, job tracking and onboarding are now super efficient. We save hours, but more importantly, we don't miss deadlines and we have a set way of doing everything.
“The hardest thing about running a firm is managing so many client relationships. We wanted all clients on the same process, and Engager is built for exactly that.”
“Engager understood the pain points accountants face and had been developed specifically to solve them.”
“Straight away, it felt like exactly what we needed.”
Reviews
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.”
Common questions
Engager integrates with Xero, QuickBooks, FreeAgent, TaxCalc, Xenon Connect, HMRC, Companies House, Xama, Armalytix, Adfin, Crezco and RQ.
Engager does not charge extra for most integrations. Two-way Xero sync is an optional add-on at £4 a month. Partner services such as Adfin, Xama, Armalytix, Crezco and RQ may have their own fees, and you need an active subscription to any accounting software you connect. See Engager pricing.
Client details and invoices sync both ways. Invoices you create in Engager appear in your accounting software, and client details stay consistent across both systems.
In Engager, go to Settings, choose the integration and follow the on-screen steps to authorise it. Companies House needs no setup and is available from the moment you sign up. Visit the help centre.
Yes. The HMRC integration lets you request and track agent authorisations for Self Assessment, PAYE and CIS, MTD VAT, MTD IT and Corporation Tax without logging in to HMRC separately. How the HMRC integration works.
Your data is hosted in the UK with ongoing backups and encryption, and Engager is Cyber Essentials certified. View our Cyber Essentials certificate.
Switching stories
UK practices explain how Engager and its integrations fit the way they work.
SpreadsheetsEngager
Read Growth Through Knowledge’s story →“I love the integrations, particularly with Xama, and how easily I can put together proposals.”
Nära Accountancy“I’d already set Engager up for a firm I worked at years ago and knew it was a game changer. The features and support were far superior to alternatives. This time, it was a no-brainer.”
AB Accountancy“For me, the hardest thing about running a firm is managing so many client relationships. We wanted all clients on the same process, and Engager is built for exactly that.”
Appleleaf“Engager understood the pain points accountants face and had been developed specifically to solve them.”Get started
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