Manage your accounting or bookkeeping practice online with tools for automation, client communication, task tracking, and workflow management.
Automate and manage your accounting practice online
Engager is a cloud-based platform designed to help accountants and bookkeepers manage their practices more efficiently. With Engager, you can automate routine admin tasks, generate Letters of Engagement, and streamline your workflow using customizable checklists and a Kanban-style task board. The platform also offers features like bulk messaging, colleague tagging, e-signatures, and client portals to make communication and collaboration easy.
Whether you're a solo practitioner or part of a larger team, Engager provides tools for client management, automated communication, and workflow tracking—all in one place. Integrations with popular accounting software like Xero, QuickBooks, and FreeAgent help you connect your existing tools. With flexible pricing, a free trial, and no credit card required to get started, Engager aims to make practice management simple and accessible for accounting professionals.
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