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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.
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Communicate and team
Customer storyHow Adrian Bryan built a scalable, system-driven practiceWith TaxCalc and Engager working together.
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Compliance, referrals and payments
Customer storyHow Appleleaf gained control of leads, workflows and client communication"Engager understood the pain points accountants face."
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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.
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Integrations & Automation
Understand how Engager integrates with TaxCalc and other tools to reduce duplication, keep data aligned and create more joined-up workflows.
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Client Records & Data Control
Learn how to structure and manage client records in Engager so data stays accurate, accessible and consistent across your firm.
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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.
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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.
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Proposals & Onboarding
See how firms use Proposal Plus to create professional proposals, engagement letters and onboarding journeys in minutes, not hours.
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Workflow & Visibility
Explore Engager’s kanban-style workflows and job tracking to give your team clear visibility across work, deadlines and capacity.
Upcoming sessions
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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
View sessionGetting 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
View sessionProposals & Onboarding
See how firms use Proposal Plus to create professional proposals, engagement letters and onboarding journeys in minutes, not hours.
Next session
View sessionIntermediate 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 20 October
Workflow & Visibility
Explore Engager’s kanban-style workflows and job tracking to give your team clear visibility across work, deadlines and capacity.
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View sessionClient Experience
A practical look at client portals, forms, document sharing and eSignatures, all designed to reduce back-and-forth.
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View sessionAdvanced sessions
Integrations & Automation
Understand how Engager integrates with TaxCalc and other tools to reduce duplication, keep data aligned and create more joined-up workflows.
Next session
Then Wednesday 21 October
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.
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View sessionTime & Profitability
Learn how firms use time tracking and reporting in Engager to gain clearer insight into profitability, capacity and resourcing.
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View sessionReviews
Rated Excellent by accountants and bookkeepers
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.”
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Catch up on past weekly live sessions, on-demand webinars and partner spotlights.
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