Overview

Client Engager is a complete practice management solution designed by accountants for accountants and bookkeepers.

The software allows you to set up a client in less than 10 minutes, including signing the letter of engagement, signing up to the GDPR portal, sending professional clearance, set up a recurring payment plan, request their bank data and create the work flow.

Client Engager’s mission is to provide a platform that has every feature available for users. The software is priced by client count, eliminating the burden of paying for additional users.

Here are some of the features included in every subscription: 

Users

To ensure that Client Engager has a reasonable price every company gets unlimited users, and the price is instead determined by number of clients.  

Client portal

To ensure that your practice is GDPR compliant it is important to have a client portal. You can embed the portal into your practice website, a place for your clients to visit and upload and download their documents.  

Letter of engagement

Client Engager allows you to produce letter of engagement in seconds, all you have to do is select the services, fee periods and responsibilities, and the letter is completed. The built in electronic signature capability also allows for clients to sign the letter of engagement quickly.  

E-signatures 

Manage contract signing from within the software

Service creations

To make the software more personalised you have the option to create services that are specific to you company.  

Data storage 

Client Engager allows you to connect with third party apps such as Quickbooks, Companies House, and Crezco. Within the next few months you can also connect with third parties such as Xero and HM Revenue & Customs.  

If you’d like to learn more about Client Engager, check out the table below. Or, if you’d like to continue browsing our App Centre, please click here!