Engager

What Engager is

Engager is cloud practice management software for UK accountants and bookkeepers, covering prospect management, onboarding, jobs, deadlines, communications and client access. Its pipeline follows prospects from enquiry to signed client. Proposals can include fees and show when a prospect opens them. For onboarding, the service provides engagement and clearance letters, electronic signatures, forms and a branded client portal.

Teams can assign tasks and deadlines, track work on Kanban boards, and use workflows, checklists, job phases and time tracking. Email syncs with Microsoft 365 and Gmail, with correspondence filed against the relevant client and job. The listed integrations include Xero, QuickBooks, FreeAgent, TaxCalc, Xenon Connect, HMRC, Companies House, Xama, Armalytix, RQ, Adfin and Crezco. The client portal is also available as an Android and iOS app for clients to use on their phones.

Engager lists support on every plan, with a stated two-hour response time, a help centre and live sessions. It says client data is held on UK servers, protected by ongoing backups and encryption, and that the service is GDPR compliant and Cyber Essentials certified. The paid plan starts at £9/mo, billed monthly, and includes unlimited users and all features; its price scales with client count. A 28-day trial is available, but there is no free plan.

Who it suits

Engager suits UK accountants and bookkeepers, from sole practitioners to large firms, who want prospect tracking, onboarding, job coordination and client communication in one service. It may also suit teams that use the listed accounting, tax, government and payment integrations or want clients to access a portal on mobile.

Limits

The plan starts at £9/mo billed monthly, and the price scales with client count. Two-way Xero sync is an optional £4/month add-on, and SMS is charged separately; there is no free plan after the 28-day trial.

Getting started

1. Visit https://engager.app/homepage/ to access the service.
2. Start the 28-day trial.
3. Choose the Engager practice management plan at £9/mo, billed monthly; price scales with client count.
4. Use the web service, or offer clients the portal mobile app on Android or iOS.
5. Add optional two-way Xero sync for £4/month if needed; SMS is charged separately.

Verdict

UK accounting and bookkeeping firms can choose Engager for its connected pipeline, onboarding, job management and client portal, with unlimited users on the listed plan. Check how the client-count pricing and optional Xero sync and SMS charges fit your needs; there is no free plan after the 28-day trial.