Next live session
Time & Profitability
Learn how firms use time tracking and reporting in Engager to gain clearer insight into profitability, capacity and resourcing.
- Features
Onboard clients
Manage work
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
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Looking for practice management software?Try for free. No card details required.Packages start from as little as £9 +VAT per month.
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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
Engager Live Sessions
Free training sessions for accounting and bookkeeping firms
Each session focuses on real workflows, common challenges and simple improvements you can apply straight away.
Free 45-minute live sessions, held online on Zoom.
Next live session
Communication & Automation
See how automated emails, task triggers and client chasers can cut manual admin, while still giving you full control over timing and conditions.
Next live session
Client Records & Data Control
Learn how to structure and manage client records in Engager so data stays accurate, accessible and consistent across your firm.
Next live session
Getting started
A practical walkthrough of Engager’s core setup, covering the essentials every firm needs to get right from day one. Ideal for new users or firms looking to reset and simplify their setup.
Next live session
Pricing with Confidence
Learn how to structure services, pricing and scope clearly in Engager, so fees are consistent, transparent and easy to manage as your client base grows.
Next live session
Proposals & Onboarding
See how firms use Proposal Plus to create professional proposals, engagement letters and onboarding journeys in minutes, not hours.
Next live session
Client Experience
A practical look at client portals, forms, document sharing and eSignatures, all designed to reduce back-and-forth.
Upcoming sessions
Choose a session
Filter by level, then pick the session that suits you and register for a date.
Level
Basic sessions
Client Records & Data Control
Learn how to structure and manage client records in Engager so data stays accurate, accessible and consistent across your firm.
Next session
Then Thursday 3 December
Getting started
A practical walkthrough of Engager’s core setup, covering the essentials every firm needs to get right from day one. Ideal for new users or firms looking to reset and simplify their setup.
Next session
Then Friday 27 November
Proposals & Onboarding
See how firms use Proposal Plus to create professional proposals, engagement letters and onboarding journeys in minutes, not hours.
Next session
Then Tuesday 8 December
Intermediate sessions
Communication & Automation
See how automated emails, task triggers and client chasers can cut manual admin, while still giving you full control over timing and conditions.
Next session
Then Tuesday 1 December
Client Experience
A practical look at client portals, forms, document sharing and eSignatures, all designed to reduce back-and-forth.
Next session
Then Thursday 10 December
Advanced sessions
Time & Profitability
Learn how firms use time tracking and reporting in Engager to gain clearer insight into profitability, capacity and resourcing.
Next session
Then Monday 30 November
Pricing with Confidence
Learn how to structure services, pricing and scope clearly in Engager, so fees are consistent, transparent and easy to manage as your client base grows.
Next session
Then Monday 7 December
Reviews
Rated Excellent by accountants and bookkeepers
4.6 out of 5 from 205 reviews on Trustpilot, 90% 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.”
More ways to learn
Keep learning at your own pace
Webinar recordings
Catch up on past weekly live sessions, on-demand webinars and partner spotlights.
Watch recordings →Initial setup guide
Follow 10 simple steps to set up your documents, services, pricing, client import and integrations.
Start the setup guide →Help centre
Step-by-step guides, how-to articles and answers to common questions.
Visit the help centre →
Questions
Frequently asked questions
Are Engager live sessions free?
Yes. They are free 45-minute live sessions for accounting and bookkeeping firms, held online on Zoom.
What topics do the live sessions cover?
Sessions cover getting started, proposals and onboarding, client experience, client records and data control, communication and automation, time and profitability, and pricing.
Which session should I start with if I am new to Engager?
Each session is labelled basic, intermediate or advanced. Getting started is a walkthrough of core setup, ideal for new users or firms looking to reset and simplify their setup.
How are live sessions different from the weekly webinar?
Each live session focuses on one topic step by step. Engager Weekly Live covers the latest product updates, practical tips and your questions each week.
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