Engager’s proposal software helps you create beautifully branded proposals and engagement letters in one simple flow. You can agree scope, pricing and terms, and get everything signed quickly.
When proposals are slow, unclear or inconsistent, prospects hesitate. Engager helps you present your services, pricing and next steps in a clear, professional format so clients understand exactly what they’re agreeing to.
Engagement letters are the foundation of a good client relationship. By setting out scope, responsibilities and terms upfront, your firm can reduce misunderstandings and avoid awkward conversations later.
Once a proposal is accepted, Engager helps you turn that momentum into action. Send the right forms, collect the right information and move new clients into your onboarding process without unnecessary admin.
Engager combines proposals, pricing and engagement letters into a single client engagement platform designed specifically for accounting firms.
Build proposals that clearly outline services, pricing and terms. Standard templates and flexible pricing options help you respond quickly while staying consistent across the firm.
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.”
Proposals and letters of engagement are a core part of Engager, not a bolt-on.
They work seamlessly alongside:
• Sales and onboarding
• Workflow and task management
• Time tracking and billing
• Client communication
Engager brings together the tools accounting firms need to manage work, clients and communication in one place.
Convert prospects into clients with a clear, structured onboarding process.
Build repeatable processes that support workflow automation and consistent delivery.
Share documents and information securely and keep clients informed.
When Bishops Chartered Accountants (15 staff) reviewed how they managed proposals and engagement letters, they wanted a system that reduced risk and improved consistency. By using Engager, proposals and engagement letters became clearer, faster to produce, and easier for clients to understand — helping the firm start work with confidence every time.
If proposals and engagement letters are slowing you down or creating risk, Engager can help. Talk to us about the right setup for your firm and how proposal software for accountants fits into your wider practice management needs.
