How The Boss Partnership automates client communication without losing the personal touch
How a ten-person Lichfield firm cut software costs by over 60% and uses Engager to automate client communication while staying personal.
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- Features
Onboard clients
Manage work
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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- Support
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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
Switching stories
Switching practice management software
Real stories from firms like yours.
First-hand stories from accountants and bookkeepers who replaced spreadsheets, disconnected tools and manual processes with one joined-up system.
No card details required. We import your clients and services for you.
Why firms switched
Find a firm like yours
Filter by the system each firm used before Engager, or by the size of the practice.
Previously using
Firm size
How Hancock & Hastings grew from 12 clients with Engager and TaxCalc
How Amy Hancock grew a side hustle with 12 clients into a nine-person practice with around 400 clients, using Engager as its onboarding hub.
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How Branagans keeps every deadline in view with Engager and TaxCalc
How a six-person Rotherham practice moved from HMRC's basic software to Engager and TaxCalc, with a traffic light view of every deadline.
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How Frost Chartered Accountants runs three offices from one system
After four acquisitions, Frost Chartered Accountants was running IRIS, Digita and a mix of inherited systems across three offices. Engager and TaxCalc gave the…
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How Harrisons Accountancy replaced spreadsheets and got days back on onboarding
Harrisons Accountancy, a 14-person firm in Bedford, ran the practice on spreadsheets after an earlier system let it down. Engager now handles onboarding, workflow…
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How MWR Accountants replaced spreadsheets with one system as it grows through acquisition
MWR Accountants has four offices across the South West of England and South Wales, and more on the way through acquisition. Engager replaced a…
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How Neon Numbers grew to 20 staff and onboards a client in under 40 minutes
Rob Milner started Neon Numbers at his kitchen table in 2012. Today it has 20 staff in two offices, and Engager has replaced the…
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How Hardy Accounting swapped a spreadsheet for a practice the whole team can see
Grace Hardy grew her firm to a team of four in two and a half years. When the work outgrew a spreadsheet and her…
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How Adrian Bryan built a scalable, system-driven practice with TaxCalc and Engager
Like many new firm owners, his early focus was on getting the fundamentals right. That meant compliance first and modelling the firm on how…
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How Appleleaf gained control of leads, workflows and client communication
As Appleleaf Chartered Certified Accountants grew, cracks began to appear in lead tracking, job management, and client communication. Here’s how the firm switched to…
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How Holden Associates replaced disconnected systems with one joined-up platform
When Holden Associates outgrew a stack of disconnected systems, founder Jason Holden knew something had to change. By switching to Engager, the firm replaced…
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How M Squared Accountants replaced spreadsheets with scalable systems
Based in the North East of Scotland, Susan Lyon works as PA to the directors of a rapidly growing accountancy practice.
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How Beth built a modern practice with Engager and Adfin
She didn’t just want to become an accountant, she wanted to redefine how a modern practice could look and feel.
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The strategic partner elevating small business finance
Nicole Reilly, founder of Growth Through Knowledge, is not your traditional accountant. With a career spanning management accounting, business analysis, and corporate consultancy, she…
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From temp jobs to transforming accounting
Meet Peter Harvey, founder of Saviour Accounting, a CIMA-qualified accountant who’s been in the industry
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How Jon Sharpe built AdminRescue into a trusted name in bookkeeping
Meet Jon Sharpe, the founder of AdminRescue, a bookkeeping practice that prides itself on efficiency, accuracy, and
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Switching to Engager
Moving from spreadsheets or another practice management system?
Most firms are up and running within a few weeks. We import your clients and services, and certified implementers are on hand if you want someone to set it all up with you.
- Client and service import handled for you
- Free live training sessions every week
- Support included in every plan
- UK-hosted data and Cyber Essentials certified
“I’d had trials with Karbon and TaxDome and thought it would take months to get to grips with. Engager was effortless.”
Your switch, step by step
- 1ImportClients, contacts and services brought across
- 2Set upTemplates, letters and automations tailored to your practice
- 3TrainLive sessions for the whole team
- 4Go liveYour first engagement letter signed
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 reviews
In their own words on Trustpilot
Questions
Frequently asked questions
Which systems have firms switched to Engager from?
The stories on this page include firms that moved from spreadsheets, BrightManager, GoProposal, Pixie and TaxFiler.
Will Engager help me move my clients across?
Yes. We import your clients and services for you.
Are there stories from firms like mine?
You can filter the stories by the system each firm used before and by firm size, from startups to firms with 20 or more staff.
Can I try Engager before switching?
Yes. Start a free 28-day trial with no card details required, or book a demo.
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