Engager vs Xero Practice Manager
Engager
engager.appXero Practice Manager
xero.comSide by side
| Figure | Engager | Xero Practice Manager |
|---|---|---|
| Price from | £9/mo | 65 NZD/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 1 | 8 |
| Spec score · Accounting Practice Management Software | 7.9 (#13) | 8.5 (#9) |
| Integrations | The site lists Xero, QuickBooks, FreeAgent, TaxCalc, Xenon Connect, HMRC, Companies House, Xama, Armalytix, RQ, Adfin and Crezco integrations. | Xero lists connections to Xero HQ, Xero Workpapers, Xero Tax and more than 30 third-party proposal, onboarding and document-management apps. |
| 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. | Xero states it is certified compliant with ISO/IEC 27001:2022 and encrypts information in transit and at rest. |
| Support | Support is included on every plan with a stated two-hour response time, alongside a help centre and live sessions. | Xero says its partner consulting team can help configure the product, with Xero Central and its team available for support. |
| 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. | Xero Practice Manager is cloud practice-management software for accounting and bookkeeping firms that coordinates clients, jobs, time, billing and reporting. |
Plans
Xero Practice Manager
- Silver, Gold or Platinum partnerFree
- Silver, Gold or Platinum partnerFree
- 1 user65 NZD a month
- One user65 NZD a month
- 3 users99 NZD a month
- Three users99 NZD a month
- Up to 10 users149 NZD a month
- Up to 10 users149 NZD a month
In their own words
Engager
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.
Xero Practice Manager
Xero Practice Manager is web-based practice management software for accounting and bookkeeping firms in Xero’s partner program. It is now integrated into Xero Partner Hub, where practices can manage jobs, client work and compliance tasks. Staff can be assigned jobs, check schedules and availability, and set deadlines and milestones. Time can be recorded by duration or start and stop time, then used to create progress or final invoices with fixed prices, rates and markups. Reporting covers jobs, time, costs, productivity and recoverable costs, with options to run standard reports, customise samples or create reports. Practices can configure statuses, categories, templates, workflows and branded documents such as quotes and engagement letters. Invoices and client details sync with the firm’s Xero accounts, and paid invoices appear in Partner Hub. Xero Tax and Xero Workpapers, powered by BGL, are included at no extra cost with the subscription. The product is available on the web, has a free plan for Silver, Gold or Platinum partners, and offers a 14-day trial. Paid plans start at 65 NZD a month for one user; prices exclude GST.