Engager
Engager is cloud practice management software for UK accountants and bookkeepers, bringing client onboarding, proposals, jobs, deadlines and communications i…
What Engager is
Engager is cloud practice management software for UK accountants and bookkeepers, bringing client onboarding, proposals, jobs, deadlines and communications into one service. Its pipeline tracks prospects from enquiry to signed client, and proposals can include fees and show when they are opened. Onboarding tools include engagement and clearance letters, electronic signatures, forms and a branded client portal. Teams can assign tasks and deadlines, organize work on Kanban boards, and use workflows, checklists, job phases and time tracking. Email syncs with Microsoft 365 and Gmail, filing correspondence against the relevant client and job. Engager lists integrations including Xero, QuickBooks, FreeAgent, TaxCalc, HMRC, Companies House, Adfin and Crezco. Client data is hosted on UK servers, with backups and encryption; the service says it is GDPR compliant and Cyber Essentials certified. The client portal has Android and iOS apps. The monthly plan scales with client count and includes unlimited users; two-way Xero sync costs an optional +£4/month, and SMS is charged separately.
Good
- Tracks prospects through to signed clients
- Includes letters, e-signatures, forms and a branded portal
- Kanban boards, workflows, checklists and time tracking
- Email syncs with Microsoft 365 and Gmail
- Support included with a stated two-hour response time
Watch out
- No free plan
- Price scales with client count
- Two-way Xero sync costs +£4/month; SMS is charged separately
Who it suits
Engager suits UK accounting and bookkeeping practices, from sole practitioners to large firms, that need client onboarding, job coordination and a portal. Its mobile portal apps are for clients who want phone access to portal features.
Verdict
Engager combines prospect management, onboarding, job tracking and client communication for UK practices. The paid plan starts at £9/mo, with a 28-day trial; consider the client-count pricing and separate SMS charges when assessing fit.
Plans and prices
From Engager's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Engager practice management | £9 a month | Price scales with client count · unlimited users · all features included · optional two-way Xero sync +£4/month · SMS charged separately · monthly |
The facts
Each one read from Engager's own pages, with the date it was checked.
What it does
- Client onboarding
- Engager provides engagement and clearance letters, electronic signatures, forms and a branded client portal for onboarding clients.checked 8 Oct 2026
- Data limits
- Engager says there is no limit on stored data, subject to a fair usage policy.checked 8 Oct 2026
- Engager syncs email with Microsoft 365 and Gmail and files correspondence against the relevant client and job.checked 8 Oct 2026
- Integrations
- The site lists Xero, QuickBooks, FreeAgent, TaxCalc, Xenon Connect, HMRC, Companies House, Xama, Armalytix, RQ, Adfin and Crezco integrations.checked 8 Oct 2026
- Intended users
- Engager describes itself as software for UK accountants and bookkeepers, from sole practitioners to large firms.checked 8 Oct 2026
- Pipeline and proposals
- The pipeline tracks prospects from enquiry to signed client, and proposals can include fees and show when a prospect opens them.checked 8 Oct 2026
- 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.checked 8 Oct 2026
- Support
- Support is included on every plan with a stated two-hour response time, alongside a help centre and live sessions.checked 8 Oct 2026
- 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.checked 8 Oct 2026
- Work management
- Teams can assign tasks and deadlines, track work on Kanban boards and use workflows, checklists, job phases and time tracking.checked 8 Oct 2026
The company
- Headquarters
- Wokingham, England, United Kingdomchecked 28 Sep 2026
Where it runs
- Mobile app
- The client portal mobile app is available on Android and iOS for clients to access portal features on their phones.checked 8 Oct 2026
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