Engager’s file management and client portal tools give accounting firms a secure, branded hub for sharing documents, requesting information, tracking client activity and reducing email back-and-forth.
"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."
“The team is happier because there are fewer complaints from clients. Morale has 100% improved.”
“It’s intuitive. Even new starters get shown once and they’re away with it. That was a massive plus for us.”
File management and the client portal are built into Engager, working alongside proposals, workflows, tasks and communications. This means you can manage the full client journey — from onboarding to ongoing work — in one connected system.
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Engager brings together the tools accounting firms need to manage clients, work and communication in one platform. Discover other Engager features that support efficient, well‑run practices.
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.
Convert prospects into clients with a clear onboarding process.
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.”
