Engager.app
your workflow - all from the cloud.
At TaxCalc, we've partnered with Engager.app, the browser-based practice management solution. We bring you a smarter way to manage your practice, and increase profitability, while delighting your clients with eye-catching, professional letters of engagement.
Whether you're a small accountancy practice or a growing firm, Engager streamlines your workflow, automates client communications, and helps you price your services consistently to ensure a profitable pricing strategy.
The benefits of using Engager
Boost profitability: easily build flexible, value-based pricing rather than charging fixed or arbitrary fees.
Amaze and impress clients with beautiful Letters of Engagement - generated in just seconds.
Save hours on client onboarding: take just 10 minutes instead of 3 hours.
Slash time spent chasing clients thanks to automated email and approval reminders.
See tasks and deadlines at-a-glance, and manage them easily, with colourful Kanban boards.
Elevate your practice image with a sleek portal your clients will love using.
Features
“Built for accountants, by people in the industries who just 'get it'.”
Pricing calculator
Easily build flexible, tailored, value-based pricing rather than charging fixed or arbitrary fees.
Our customisable pricing tools ensure consistent, transparent quotes and mean no more undercharging.
"...packed with features that genuinely make client engagement so much easier."
Letters of Engagement
Create beautifully branded, tailored and professional Letters of Engagement in seconds.
Save time, ensure compliance, and boost efficiency with engagement letters that are simple to generate and fully customisable.
"...it makes the business appear so much more professional with beautifully designed letters of engagement and emails."
Automated emails
Automated emails are a game-changer - helping you save time, stay organised, and maintain consistent client communication.
Whether it's reminders or deadlines, keep your practice running smoothly, and deliver timely, personalised messages to inform and satisfy clients.
Stay on top of client tasks
Deadlines
Visualise your tasks and manage priorities with colourful Kanban boards.
Client forms
Effortlessly collect details from clients. Customise to suit your needs.
Client portal
Deliver premium client experience with a secure, professional-looking portal.
Built to assist every practice size
For smaller firms
Save hours every week
Automated reminders and approval requests cut down time writing emails and chasing clients.
Onboard clients in minutes, not hours
Manual tasks that took three hours now done in just ten minutes.
Hit every deadline
Kanban-style task boards give you a clear view of what needs to be done and when - no more missed deadlines.
Amaze and impress clients
Eye-pleasing, branded letters of engagement and a sleek client portal create a highly professional image, wowing your clients and building their trust.
Ditch the spreadsheets
Replace spreadsheets with a system that scales as you grow, setting your practice for long term success.
For larger practices of 10+ staff
Helping you grow
Built to handle the complexities of larger firms, offering scalable solutions that grow with your practice.
Teams work better together
Centralised task and workflow management ensures everyone knows what to do and when — no silos, no confusion - even across multiple office locations. Fosters better collaboration and higher productivity.
Rapid, automated client comms
Automated, trackable emails reduce client chasing and improve response times.
Increase profits with pricing tool
Customisable pricing tools ensure consistent, transparent quotes, and help you build a profitable pricing strategy.
Gain visibility across the practice
Real-time dashboards and Kanban boards give managers easy, quick oversight of workflow and deadlines.
Give clients a premium experience
A professional portal and timely, professional communications help your firm to stand out - and keep clients loyal.
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