- Features
Onboard clients
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
Learn and stay updated
Looking for practice management software?Try for free. No card details required.Packages start from as little as £9 +VAT per month.
Free 28-day trial - Get Started
Start your journey
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
Watch a demo
Watch our practice management software demo
See Engager in action, at your own pace.
A preview of Engager for accountants and bookkeepers: onboarding, digital signing, pricing, the client portal and task management, all in one place.
No card details required. Every feature included.
In the video
What you will see in the demo
We walk you through the interface, client onboarding and the tools accountants and bookkeepers use every day.
Onboarding
Engagement letters built from your services, fees and responsibilities.
Letters of engagement →Digital signing
Clients sign letters and proposals online, with no printing or posting.
eSignature →Pricing
A pricing tool that keeps your quotes consistent across the practice.
Pricing tool →Client portal
A branded, secure place to share documents and messages with clients.
Client portal →Task management
Break work into phases, assign it to your team and track progress.
Task management →Reviews
Why firms choose Engager
Rated 4.6 out of 5 from 199 reviews on Trustpilot, 181 of them five stars, and used by over 2,000 UK firms.
- Better client engagement and communication
- Simpler workflows, so your team gets more done
- All the tools you need in one easy-to-use system
No card details required.
Pricing
Practice management software pricing, made simple.
One price for your whole practice, based on how many clients you look after. Every feature and unlimited users included.
Work out your price
Enter your number of clients or drag the slider.
a month
Billed monthly.
- Secure client portal
- eSigning capabilities
- Mobile app access
- Branded client experience
- Automated emails
- Task management
- Document templates
- Unlimited users
- UK-hosted, Cyber Essentials certified
No card details required.
Compare plans in full →Not sure if you are ready yet?
See it live with our team
Join a free group webinar, or book a personalised walkthrough if your practice manages 1,000 clients or more. It is the perfect time to get your questions answered.
Questions
You have questions, we have answers
Still not sure? Email support@engager.app any time, we are always happy to help.
What is Engager.app?
Engager.app is cloud-based practice management software for accountants and bookkeepers. It includes task management, automated reminders, customisable dashboards, a secure client portal and eSignatures, all in one place.
Is Engager.app suitable for large or small practices?
Yes. Engager is built for practices of every size, from sole practitioners to large firms. Smaller practices get an interface that is easy to learn alongside the full set of tools. Larger firms get workflow automation, team collaboration and reporting for big client bases and teams.
Can Engager connect with Xero, QuickBooks and other tools?
Yes. Engager integrates with Xero, QuickBooks and FreeAgent, so your client data stays consistent across systems. See the Xero, QuickBooks and FreeAgent integrations.
What kind of support can I expect from Engager.app?
You get dedicated support with a commitment to a 2-hour response time, a thorough Help Centre and a community forum for support from other users. We also run Facebook Live sessions every Wednesday evening for live support and updates. Visit the Help Centre.
Is my data secure with Engager.app?
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.
How does the pricing work for Engager.app?
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, every feature included and no hidden fees.
Can I try Engager.app before subscribing?
Yes. You get a 28-day free trial with full access to every feature and no card details required. Start your free trial.
What happens to my data if I decide not to continue after the trial?
If you decide not to continue after the trial, your data is securely archived and then permanently deleted, in line with data protection law.
Get started
Ready for a calmer practice?
Try every feature free for 28 days. Our team will help you import your clients and set up your services.
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