Audience
UK accounting and bookkeeping firms that need practice management solution to automate admin, manage tasks, send documents, centralize clients, and streamline daily workflows
About Engager.app
Engager.app is cloud-based practice management software for UK accountants and bookkeepers, built by accountants and bookkeepers to automate the firm, simplify task management, and increase profitability. It brings workflow, task management, client communication, engagement letters, proposals, pricing, e-signatures, checklists, forms, time tracking, dashboards, document templates, and a branded client portal into one connected platform. Engager helps firms ditch the chaos with smarter tools and sharper workflow, letting teams stay on top of deadlines, assign work in seconds, visualize work through Kanban boards, and let automated reminders handle the chasing so nothing gets missed. Its automated admin works 24/7, chasing records, reminding clients, and following up automatically, reducing awkward emails and wasted time. Firms can generate professional, compliant Letters of Engagement in minutes using custom templates and automation.
Other Popular Alternatives & Related Software
BrightManager
BrightManager is a cloud-based practice-management platform purpose-built for accounting and bookkeeping firms that automates administrative workflows and simplifies client management from onboarding through service delivery. It offers a client-timeline feature that captures and timestamps every interaction, email opens, document signatures, and form submissions to support client audit trails and liability protection. The platform includes robust onboarding automation, built-in task and time-tracking modules, custom forms and templated workflows, a client portal for secure document sharing and e-signatures, and automated communications via email and SMS. With its Insights Hub, BrightManager provides enhanced reporting on productivity, aged work-in-progress, and client profitability. The system emphasizes customization and integration, allowing firms to streamline repetitive administrative tasks, keep all client data in one centralized space, and free up their teams.
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Karbon
Built with collaboration at its core, Karbon is a practice management platform for accounting firms ready to embrace a more connected future. Seamless communication and workflows let teams know who's doing what, when, why, and how. Karbon is cloud-native, frequently updated, highly configurable and a delight to use. Firms running on Karbon are better equipped to drive the success of their business and the prosperity of their clients.
Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
Learn more about Karbon
MyCPACRM
MyCPACRM is a cloud-based practice management platform built in the GTA for CPA, EA and accounting firms in Canada and the United States. It brings client management, filing deadlines, documents and year-end work into one system.
Firms track every client and filing (T1, T2, GST/HST, payroll, T3 and more for the CRA, plus IRS filings for US firms), with deadlines calculated from each client's year-end and automatic email and SMS reminders. A firm-wide workflow board covers task dependencies, document gates and review sign-off.
Clients use a secure branded portal to upload documents and sign with built-in e-signatures. The platform also includes year-end bookkeeping, year-end financials for compilation, review and audit engagements, client payroll, engagements and billing, and an AI assistant.
Pricing is a flat monthly fee per plan, in CAD for Canadian firms and USD for US firms, with no per-client charges.
Learn more about MyCPACRM
Cliénta
Cliénta makes onboarding new clients a seamless experience. It transforms the messy opening weeks of a new engagement into a single branded experience your client can complete from their device, in one sitting.
Cliénta is client onboarding software for UK accountancy firms. It replaces manual onboarding, spreadsheets, and scattered compliance checks with a single magic link. Your clients complete ID verification, AML screening, e-signatures, and HMRC authorisation in one automated, branded flow. Cliénta fits into your existing workflow and integrates with tools like Xero, FreeAgent, Karbon, Sage, FYI, Docusign, Pandadocs and numerous leading AML providers so you can onboard clients faster and stay compliant.
Ready to stop chasing clients?
Join the modern accounting firms already using Cliénta to onboard clients in minutes - not days.
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Pricing
Starting Price:
$12.17 per month
Free Trial:
Free Trial available.
Integrations
Company Information
Engager.app
Founded: 2018
United Kingdom
engager.app/
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Videos
Support
Online
Engager.app Frequently Asked Questions
Q: What kinds of users and organization types does Engager.app work with?
Engager.app works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Engager.app support in their product?
Engager.app supports these languages: English.
Q: What kind of support options does Engager.app offer?
Engager.app offers support via online.
Q: What other applications or services does Engager.app integrate with?
Engager.app integrates with: Adfin, QuickBooks Online, and Xero.
Q: What type of training does Engager.app provide?
Engager.app provides training in the form of documentation, live online, and videos.
Q: Does Engager.app offer a free trial?
Yes, Engager.app offers a free trial.
Q: How much does Engager.app cost?
Pricing for Engager.app starts at $12.17 per month.
