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Engager

engager.app

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Spec score 7.9 #13 of 29 in Accounting Practice Management Software

What it is

Engager is cloud practice management software for UK accountants and bookkeepers, covering client acquisition, onboarding and ongoing work. Its pipeline follows prospects from enquiry through signed engagement, and proposals can include fees and indicate when a prospect opens them. For onboarding, it provides engagement and clearance letters, electronic signatures, forms and a branded client portal. Teams can assign work and deadlines, organize jobs on Kanban boards, and use workflows, checklists, job phases and time tracking. Email syncs with Microsoft 365 and Gmail, with correspondence filed against the associated client and job. Listed integrations include Xero, QuickBooks, FreeAgent, TaxCalc, HMRC, Companies House and payment services. The client portal is available to clients through Android and iOS apps; the service also runs on the web. Engager states that client data is hosted on UK servers, backed up and encrypted, and that it is GDPR compliant and Cyber Essentials certified. Plans start at £9/mo, with a 28-day trial and no free plan. Monthly pricing scales with client count; the listed plan includes unlimited users and all features.

Spec sheet

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.Read 8 Oct 2026 · engager.app
Intended users
Engager describes itself as software for UK accountants and bookkeepers, from sole practitioners to large firms.Read 8 Oct 2026 · engager.app
Integrations
The site lists Xero, QuickBooks, FreeAgent, TaxCalc, Xenon Connect, HMRC, Companies House, Xama, Armalytix, RQ, Adfin and Crezco integrations.Read 8 Oct 2026 · engager.app
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.Read 8 Oct 2026 · engager.app
Support
Support is included on every plan with a stated two-hour response time, alongside a help centre and live sessions.Read 8 Oct 2026 · engager.app
Headquarters
Wokingham, England, United KingdomRead 28 Sep 2026 · engager.app
Client onboarding
Engager provides engagement and clearance letters, electronic signatures, forms and a branded client portal for onboarding clients.Read 8 Oct 2026 · engager.app
Data limits
Engager says there is no limit on stored data, subject to a fair usage policy.Read 8 Oct 2026 · engager.app
Email
Engager syncs email with Microsoft 365 and Gmail and files correspondence against the relevant client and job.Read 8 Oct 2026 · engager.app
Mobile app
The client portal mobile app is available on Android and iOS for clients to access portal features on their phones.Read 8 Oct 2026 · engager.app
Pipeline and proposals
The pipeline tracks prospects from enquiry to signed client, and proposals can include fees and show when a prospect opens them.Read 8 Oct 2026 · engager.app
Work management
Teams can assign tasks and deadlines, track work on Kanban boards and use workflows, checklists, job phases and time tracking.Read 8 Oct 2026 · engager.app

Plans and prices

Engager practice management £9 a month monthly Price scales with client count · unlimited users · all features included · optional two-way Xero sync +£4/month · SMS charged separately Read 8 Oct 2026 · engager.app

Every Engager plan and price →

Strong points and limits

Strong points

  • Pipeline tracks prospects through signed engagement.
  • Proposals can include fees and show when opened.
  • Tasks, deadlines, workflows and Kanban boards support job management.
  • Email correspondence is filed against clients and jobs.
  • Client portal mobile app supports Android and iOS.

Limits

  • No free plan; pricing starts at £9/mo.
  • Monthly price scales with client count.
  • SMS is charged separately.
  • Two-way Xero sync costs an additional £4/month.

Who it suits

Engager is aimed at UK accounting and bookkeeping practices, from sole practitioners to large firms. It suits teams that want prospect tracking, client onboarding, job coordination and communications in one service.

Verdict

Engager combines client-facing onboarding and portal access with internal job, deadline and workflow management. The 28-day trial offers a way to evaluate it before paying; monthly cost varies with client count, and SMS is extra.

Where Specifiction places it

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