Engager helps accounting firms automate routine emails and workflows, so nothing is forgotten and clients always know what’s happening. You can deliver work in a clear, repeatable way, without relying on memory or manual chasing.
Engager combines email automation with workflow management, giving accounting firms a practical way to manage work and client communication together.
Automated emails are triggered as work progresses, keeping clients informed without manual effort. This helps set expectations and reduces incoming queries
Practices across the UK are using Engager to bring structure to their sales pipeline and onboard clients without the admin.
“We've been using TaxCalc for 14 years. In terms of features that stand out, it's the ease of use and intuitive user interface. It's very easy to pick up.”
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“With the Communications Centre and eSign features, client interactions have become quicker and more professional.”
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“The HMRC authority request is great – a simple but hugely helpful tool. Tasks that used to take ages are now much quicker.”
“Features like Jobs & Tasks have helped us stay on top of deadlines and manage work more effectively.”
“Just do it. Take the plunge! You definitely won’t regret leaving your old software behind.”
“I can't think of a better balance of software quality and price on the market that I've used.”
“I’m going to say we’re 20% quicker with TaxCalc, probably even 30% quicker.”
“The most obvious impact TaxCalc has had on our practice is the workflow module… we previously had to rely on spreadsheets.”
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“The data migration – transferring the client lists with addresses, directors and all the other details - was slick.”
“It was a complete no-brainer to use TaxCalc. We love the error checking, it’s just so helpful.”
“TaxCalc has significantly improved our workflow and overall efficiency, thanks to the intuitive interface and streamlined processes.”
“TaxCalc’s compliance checks are thorough in ensuring you follow a process that is very HMRC-compliant. It's very careful to follow correct HMRC guidance ensure you've completed everything. So, it gives us confidence in our job as well.”
Automated email and workflows are built into Engager, working alongside:
This gives you a joined up view of work and communication across the full client lifecycle.
Engager brings together the tools accounting firms need to manage clients, work and communication in one platform.
Create clear proposals and engagement letters that set expectations upfront.
Keep work on track across people, clients and deadlines.
Share information securely and keep clients informed.
Manage your pipeline and move new clients from first conversation to fully onboarded in one connected workflow.
As AB Accountancy expanded, the firm found it increasingly difficult to manage multiple client relationships while keeping internal processes consistent and visible. And it was struggling with its accountancy software after being moved by IRIS from TaxFiler to IRIS Elements. Adrian Bryan, Founder, says: “For me, the hardest thing about running a firm is managing so many client relationships. We wanted all clients on the same process, and Engager is built for exactly that.”
If keeping communication and workflows under control is becoming harder as you grow, Engager can help. Talk to us about the right setup to support your firm’s way of working.
