Onboard clients
Communicate and team
With TaxCalc and Engager working together.
Read the story →Compliance, referrals and payments
"Engager understood the pain points accountants face."
Read the story →Learn and stay updated
Packages start from as little as £9 +VAT per month.
Free 28-day trialStart your journey
Jason Holden, Founder, Holden Associates
For TaxCalc users
Run your practice more smoothly with TaxCalc and Engager working together.
Engager is TaxCalc’s cloud-based practice management software. Over 750 TaxCalc firms already use it to save time, reduce admin and gain visibility across onboarding, client deadlines and staff workload.
No card details required. Every feature included.
Customer stories
These firms are unlocking real efficiencies around client onboarding and work management.
“We worked 30% fewer hours this January than last year, and we have more clients now. TaxCalc and Engager have been a huge factor in that.”
“It makes growth easy. Quotes, engagement letters, onboarding, job tracking.”
“We couldn’t have grown the way we have without Engager.”
Why TaxCalc users choose Engager
TaxCalc is exceptional at tax and accounts production. But staff in practice spend most of their time on the processes that happen before and after the return.
Engager gives you full control over client onboarding, record chasing, workflow visibility and team coordination.
Phase one of the TaxCalc integration is live: a two-way sync, so client data flows between TaxCalc and Engager and your records stay consistent across both systems. Read about the TaxCalc integration.
What Engager does
Work more efficiently, protect your margins and streamline your processes.
Turn proposals and engagement letters into a competitive advantage, not an admin task. Firms using Engager send proposals quicker, look more professional and convert more prospects without extra effort.
Manual chasing is one of the biggest drains on time and headspace. Engager automates the follow-ups, reminders and task progression that normally clog inboxes and slow jobs down.
Replace guesswork, check-ins and spreadsheets with real-time visibility. Engager gives you confidence that nothing is slipping, even when workloads are heavy.
Stop relying on long email threads and lost attachments. Engager gives clients a simple, secure portal that reduces friction and keeps everything auditable.
Billing should not feel disconnected from the work you do. Engager keeps time, WIP and fees aligned so invoices go out on time and cash comes in sooner.
Support and training
Switching
You’re not alone. We’ve helped thousands of firms migrate from other products that are not integrated with TaxCalc. Choose your current provider to see how TaxCalc Engager can save your firm money while increasing your efficiency.
“It’s intuitive. Even new starters get shown once and they’re away with it. That was a massive plus for us.”
New to practice management?
Many firms reach a point where spreadsheets and inboxes stop scaling. If you are experiencing any of these, it is time to look at your systems.
Practice management is not a nice to have. It is the foundation that lets TaxCalc do its job efficiently.
Packed with power
Serious workflow speed, without the faff.
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.”
By the numbers
Join over 8,000 accountants and bookkeepers already saving time and improving client experience with Engager.
Questions
Yes. Phase one of the TaxCalc integration is live: a two-way sync, so client data flows between TaxCalc and Engager and your records stay consistent across both systems. Read about the TaxCalc integration.
Pricing is based on the number of clients you look after, not the number of users. Plans start from £9 +VAT a month, with unlimited users and every feature included. See full pricing.
Yes. You can use every feature free for 28 days, with no card details required. Start your free trial.
Yes. 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. See how the import works.
Yes. Your data is hosted in the UK and protected with ongoing backups and encryption, and Engager is Cyber Essentials certified. View our Cyber Essentials certificate.
You get dedicated support with a commitment to a 2-hour response time, a thorough Help Centre, free weekly live training sessions and a private Facebook community for support from other users.
Get started
Try every feature free for 28 days. No card details required.
Switching stories
UK practices explain, in their own words, why they moved to Engager and what changed.
TaxFilerEngager
Read AB Accountancy’s story →“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.”
M Squared AccountantsBased in the North East of Scotland, Susan Lyon works as PA to the directors of a rapidly growing accountancy practice.
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.”
Appleleaf“Engager understood the pain points accountants face and had been developed specifically to solve them.”Newsletter
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