Engager.app Online Limited are the data controllers.
We collect the data you or your employer give us on signing up and as we develop our working relationship including from your colleagues, LinkedIn and other sources.
We use your personal data to set up and manage our relationship with your employer, to carry out required checks, to meet professional obligations and to comply with the law. This may include informing HMRC, your employer, the police and others.
Your data is stored and processed on the systems we use including cloud based systems. We endeavour to only use UK based systems but will notify you if this changes.
We share data with our insurers, external parties we use to provide us with services and various local and national authorities.
We keep your data for the period we have a relationship with your employer plus 7 years unless there are reasons to retain it for longer.
You have the right of access to data, to rectify it, challenge or block its use, to its erasure, move it to another provider and to withdraw consent. You can access these rights by contacting us above.
We do not use automated profiling. We will need to be able to contact you by text and email to use the Engager.app. We may update this notice at any time by publishing it on our website.
You can contact us by email to contact@engager.app
Version 5 30/01/2024
Introduction
The Data Protection Act 2018 (“DPA 2018”) and the General Data Protection Regulation (“GDPR”) impose certain legal obligations in connection with the processing of personal data.
Engager.app Online Limited are the data controller and we process personal data. The firm’s Data Protection Officer can be contacted via email at contact@engager.app.
We may amend this privacy notice from time to time by publishing it online.
The purposes for which we intend to process personal data
We intend to process personal data to enable us to provide our Engager.app service to you and your clients and:
The legal bases for our intended processing of personal data
Our intended processing of personal data has the following legal bases:
It is a requirement of our contract with you that you provide us with the personal data that we request. If you do not provide the information that we request, we may not be able to provide our services.
Persons/organisations to whom we may give personal data
We may share your personal data with:
If the law allows or requires us to do so, we may share your personal data with:
We may need to share your personal data with the third parties identified above in order to comply with our legal obligations, including our legal obligations to you and/or your employer and for our and others legitimate interests including of society as a whole. If you ask us not to share your personal data with such third parties we may need to cease to act.
We use certain other Cloud based systems including DigitalOcean, Office 365, Text Global, Text Local, Stripe and, where selected by you, Quickbooks.
Transfers of personal data outside the EEA
Your personal data will be processed by us in the UK or EEA. However, external service providers may deliver their services from outside those locations. You may also select additional services in your dashboard. Please see the links to their privacy notices below.
Where we or you therefore use services that host personal information outside the United Kingdom or European Union or other approved countries only reputable suppliers that have gone through information security due diligence, have contractual clauses about the required standard of data processing, and meet legally approved requirements that your information is looked after to a standard as if it were in the UK will be accessible. For more information about this please contact us using the Contact Us section below.
Essential to use Engager.app
Stripe – payment processing
https://stripe.com/en-gb/privacy
Textlocal – text messaging functionality
https://www.textlocal.com/legal/privacy/
Text Global – text messaging functionality
https://textglobal.co.uk/privacy/
DigitalOcean – customer data storage and processing
https://www.digitalocean.com/legal/privacy-policy
Amazon AWS – customer data storage and processing
https://aws.amazon.com/privacy/
Microsoft Office 365 – cloud storage for company mailboxes, internal and shared documents
https://privacy.microsoft.com/en-gb/privacystatement
Crezco – payment processing
https://www.crezco.com/privacy-policy
Optional – you may also use: Intuit QuickBooks – for client syncing, invoicing
https://www.intuit.com/privacy/
Armalytix – fetching bank statements
https://prod-web.armalytix.com/PRIVACY_POLICY
Companies House
https://resources.companieshouse.gov.uk/serviceInformation.shtml
Xama Technologies – AML services
https://xamatech.com/privacy-policy/
Retention of personal data
We retain all of our records for 7 years after the end of the business relationship with your employer unless your employer asks us to retain it lawfully for a longer period or there is some other legal hold on the data. If you notify us that you have left the employment of your employer we will delete it on the same basis as set out above as your identity may be relevant for investigatory purposes.
Requesting personal data we hold about you (subject access requests)
You have a right to request access to your personal data that we hold. Such requests are known as ‘subject access requests’ (“SARs”).
Please provide all SARs by email to contact@engager.app.
To help us provide the information you want and deal with your request more quickly, you should include enough details to enable us to verify your identity and locate the relevant information. For example, you should tell us:
We may require you to send a copy of:
DPA 2018 requires that we comply with a SAR promptly and in any event within one month of receipt. There are, however, some circumstances in which the law allows us to refuse to provide access to personal data in response to a SAR (e.g. if you have previously made a similar request and there has been little or no change to the data since we complied with the original request).
We will not charge you for dealing with a SAR unless it becomes necessary and is permitted by law.
You can ask someone else to request information on your behalf – for example, a friend, relative or solicitor. We must have your authority to respond to a SAR made on your behalf. You can provide such authority by signing a letter which states that you authorise the person concerned to write to us for information about you, and/or receive our reply.
Putting things right (the right to rectification)
You have a right to obtain the rectification of any inaccurate personal data concerning you that we hold. You also have a right to have any incomplete personal data that we hold about you completed. Should you become aware that any personal data that we hold about you is inaccurate and/or incomplete, please inform us immediately so we can correct and/or complete it.
Deleting your records (the right to erasure)
In certain circumstances you have a right to have the personal data that we hold about you erased. Further information is available on the ICO website (www.ico.org.uk). If you would like your personal data to be erased, please inform us immediately and we will consider your request. In certain circumstances we have the right to refuse to comply with a request for erasure. If applicable, we will supply you with the reasons for refusing your request.
The right to restrict processing and the right to object
In certain circumstances you have the right to ‘block’ or suppress the processing of personal data or to object to the processing of that information. Further information is available on the ICO website (www.ico.org.uk). Please inform us immediately if you want us to cease to process your information or you object to processing so that we can consider what action, if any, is appropriate.
Obtaining and reusing personal data (the right to data portability)
In certain circumstances you have the right to be provided with the personal data that we hold about you in a machine-readable format, e.g. so that the data can easily be provided to a new professional adviser. Further information is available on the ICO website (www.ico.org.uk).
The right to data portability only applies:
We will respond to any data portability requests made to us without undue delay and within one month. We may extend the period by a further two months where the request is complex or a number of requests are received but we will inform you within one month of the receipt of the request and explain why the extension is necessary.
Withdrawal of consent
Where you have consented to our processing of your personal data, you have the right to withdraw that consent at any time. Please inform us immediately if you wish to withdraw your consent.
Please note:
Automated decision-making
We do not intend to use automated decision-making in relation to your personal data.
Complaints
If you have requested details of the information we hold about you and you are not happy with our response, or you think we have not complied with the GDPR or DPA 2018 in some other way, you can complain to us. Please send any complaints to contact@engager.app
If you are not satisfied with our response, you have a right to lodge a complaint with the ICO (www.ico.org.uk).
One Day Dedicated to Practice Management for Accountants and Bookkeepers 🚀🚀🚀
Try Engager for Free
Take a 28-day trial or book a demo
What our users say
Engager…I hope no one else uses it…there I said it. The competitive advantage it gives me and my 20+ years established practice is game changing.
If you are an accountant with your own practice and you don’t use Engager you will be left behind.
It’s hard to believe this is such a young product because already its features are unrivalled by the competition.
Starting my accountancy practice in Excel took a lot of work.
I remember having sleepless nights, constantly worrying if I would miss client deadlines.
However, I recently came across Engager.app, which has significantly impacted my accountancy practice. It has allowed me to future-proof my business and stay ahead.
I highly recommend it to anyone in the accounting industry looking to grow with assurance and keep on top of clients’ needs.
After taking the plunge to move from another Practice Manager system, Engager has been a delight!
Very easy to use, the support is the best I have ever experienced and the system itself has made each day joy to work with.
I would 100% recommend Engager.
The practice management software you’ve been waiting for.
Did my first live pricing with a prospect today. Sooo good, can deal with any queries or concerns straight off. Proposal sent while they were with me and fee agreed.
5 new self assessments this week and proposal, engagement letter and onboarding forms all working an absolute dream.
It’s the best CRM for accountants. The support is amazing. Not sure if you can find product as good as this.
Not only they are looking consistently to improve it but they seems to listen what the users suggest and always deliver, even go further.
The communication of what is in the pipeline in short and long term is outstanding.
Our experience with Engager has been nothing short of fantastic.
As a smaller practice, we were looking for a practice management software that didn’t break the bank, and Engager fit the bill perfectly.
The price point is incredibly reasonable, especially considering the robust features and functionalities it offers.
We absolutely love Engager. At the moment we are only using it for pricing.
We are very much looking forward to using Engager fully for our practice management.
The support you receive is really fast and proactive too.
This is just a brilliant software. The customer support is absolutely out of this world.
The software itself has a lot in it and at a price that is really excellent value for money!
It really does what it says on the tin and much more. For me an absolute no-brainer!
We have only just started using Engager after looking at a few other alternatives.
Their customer service support goes above and beyond any others we have used. The ease of use and flexibility to tailor to our internal processes only adds to the value Engager brings to our practice.
Add to this the ever evolving development which runs in conjunction with customer feedback, there really isn’t anything more to write!
This software is such a game changer. So easy to use – it’s fast, accurate, clear, easy to configure for individual clients and bulk updates has been a pleasure!!
The support team have been amazing, very responsive and helpful.
Join our Community not Just our Software
Subscribe to our newsletter for all the latest news, tips, and insights delivered straight to your inbox. Subscribe now to stay ahead in practice management.
