All-in-One Practice Management Software for Accountants & Bookkeepers Engager is your all-in-one solution for practice management, crafted specifically for accountants and bookkeepers. Our goal is simple: to help you streamline your day-to-day operations and empower you to focus more on what matters... your clients! Book a Demo Free 28-Day Trial We provide the tools you need to: Effortlessly manage client engagement: Build and maintain strong client relationships with ease, from onboarding to ongoing support. Boost productivity and efficiency: Use powerful automation to simplify your workflows and eliminate repetitive tasks, freeing up your valuable time. Seamlessly oversee all practice activities: Keep everything under one roof—from task management to client communication—so you can have full control with just a few clicks. Features of Engager.app's Practice Management Software: Client Onboarding: Simplify the process of onboarding new clients and make a great first impression. Task Management & Workflow Automation: Assign, track, and automate your team's tasks to ensure deadlines are met effortlessly. Document Designer: Customise engagement letters, client forms, and other important documents with ease. Client Portal: A secure portal where clients can access documents, sign forms, and communicate with your team. Complete with mobile app! Time Tracking & Billing: Keep track of time spent on client tasks and monitor profitability. Pricing Calculators: Customisable calculators to ensure transparent and consistent pricing for your services. Team Collaboration Tools: Collaborate with your team in real-time, with features designed to streamline communication and increase productivity. Notifications & Alerts: Keep track of important updates and deadlines with configurable notifications. Secure Document Sharing: Share sensitive documents with clients securely, ensuring confidentiality at all times. With Engager, practice management doesn’t have to be complex. We make it simple, effective, and tailored to the needs of modern accounting and bookkeeping practices. Ready to elevate your practice? Visit us today and discover how easy practice management can be. Ready to see Engager in action? Book a Demo Free 28-Day Trial Watch a 5-Minute Preview Visit Our Website