
Engager
6.6#13 in accounting practice management softwareFrom £9 a monthAndroidiOSWeb
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| Fact | Engager | Xero Practice Manager |
|---|---|---|
| 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. |
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.
Xero Practice Manager suits accounting and bookkeeping practices in Xero’s partner program that need to coordinate jobs, record time and bill clients. It may also fit firms seeking reporting, configurable workflows and links to Xero accounts.