On the recordRead 8 Oct 202612 facts
Engager
Wokingham, England, United Kingdom
Plans and prices
Engager practice management
£9a month
Price scales with client count · unlimited users · all features included · optional two-way Xero sync +£4/month
Read 8 Oct 2026 · engager.app
On the record
- Client onboarding
- Engager provides engagement and clearance letters, electronic signatures, forms and a branded client portal for onboarding clients.engager.app · read 8 Oct 2026
- Data limits
- Engager says there is no limit on stored data, subject to a fair usage policy.engager.app · read 8 Oct 2026
- Engager syncs email with Microsoft 365 and Gmail and files correspondence against the relevant client and job.engager.app · read 8 Oct 2026
- Integrations
- The site lists Xero, QuickBooks, FreeAgent, TaxCalc, Xenon Connect, HMRC, Companies House, Xama, Armalytix, RQ, Adfin and Crezco integrations.engager.app · read 8 Oct 2026
- Intended users
- Engager describes itself as software for UK accountants and bookkeepers, from sole practitioners to large firms.engager.app · read 8 Oct 2026
- Mobile app
- The client portal mobile app is available on Android and iOS for clients to access portal features on their phones.engager.app · read 8 Oct 2026
- Pipeline and proposals
- The pipeline tracks prospects from enquiry to signed client, and proposals can include fees and show when a prospect opens them.engager.app · read 8 Oct 2026
- Security
- Engager says client data is hosted on UK servers, protected by ongoing backups and encryption, and that the service is GDPR compliant and Cyber Essentials certified.engager.app · read 8 Oct 2026
- Support
- Support is included on every plan with a stated two-hour response time, alongside a help centre and live sessions.engager.app · read 8 Oct 2026
- What it does
- Engager is cloud practice management software for UK accountants and bookkeepers, covering proposals, engagement letters, onboarding, jobs, deadlines, communications and a client portal.engager.app · read 8 Oct 2026
- Work management
- Teams can assign tasks and deadlines, track work on Kanban boards and use workflows, checklists, job phases and time tracking.engager.app · read 8 Oct 2026
