Next weekly live
Engager Weekly Live
Join Johann Goree, co-founder of Engager, for the latest product updates, behind-the-scenes insights, practical tips and live answers to your questions.
Register once and you can join any week.
- 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
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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
Weekly Live
Engager Weekly Live: updates, tips and your questions answered
Every week, Johann Goree, co-founder of Engager, shows what’s new, shares practical tips and answers your questions live.
Free, and live on Zoom every week.
Coming up
What to expect
An hour a week to get more from Engager
What’s new
See the latest Engager updates in action, and hear what the team is working on next.
Your questions, answered live
Ask about anything in Engager, from setting up services to automating client emails.
Tips you can use straight away
Practical tips, shortcuts and workflow ideas from the people who build Engager.
Want a step-by-step session on one topic? See the free training sessions.
Recordings
Watch past weekly lives
Missed a week? Catch up on recent sessions here.
Prospect Forms for Lead Capture & Ad Hoc PDF Letters
Weekly Live, 2 September 2026
Default Services, Clearance Letters & Workflow Tips
Weekly Live, 29 July 2026
Client Relationships, Lost Deals & Xenon Pricing Data
Weekly Live, 24 June 2026
Automated Record Reminders, Onboarding Services & Q&A
Weekly Live, 29 April 2026
Client Pricing, Tailored Checklists & Onboarding Emails
Weekly Live, 23 April 2025
Dashboard Layout, Portal Sign-Up Alerts & Time Tracking
Weekly Live, 23 October 2024
Branded Client Portal Login Screens & Rebrand
Weekly Live, 26 June
User Roles, Charge-Out Rates & AI Service Schedules
Weekly Live, 19 November
Ideas List Voting, Portal Invites & Deadlines on Job Cards
Weekly Live, 10 July
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