Engager vs Saasu

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.

Saasu is cloud-based online accounting software for small businesses, available on web, iOS, and Android. Its accounting features include invoicing and quotes, expenses, payroll, recurring billing, reports, cashflow forecasts, inventory, and multi-currency accounting. Daily bank and PayPal feeds, transaction matching, and bank rules support reconciliation. Payroll includes STP, PAYG, Superstream, tax calculations, timesheets, and pay runs. Saasu supports more than 50 foreign currencies and updates exchange rates daily; built-in payment gateways include Stripe, PayPal, eWay, and Braintree. An API supports Ruby and C#.NET SDKs and XML and JSON exchange. Saasu says it stores data at two Sydney locations, backs it up every 15 minutes, and uses SSL-encrypted web traffic and two-factor authentication. Plans are priced per accounting file, billed annually, include GST, and impose transaction and other plan-specific limits. The Small plan is $20 a month billed / year. There is no free plan, but any version can be used free for 30 days from signup.