Manage your pipeline and move new clients from first conversation to fully onboarded in one connected workflow. Designed specifically for UK accounting firms.
Lack of follow-up
From pipeline visibility to automatic progress tracking, Engager gives you the tools to track, convert, and onboard new clients seamlessly.
See every prospect and opportunity in one pipeline. Organise deals by stage, spot which need attention, and identify bottlenecks before they cost you clients.
View all prospects and their current stage at a glance
Identify stalled deals before they go cold
Keep your team aligned on pipeline progress
Practices across the UK are using TaxCalc and Engager to bring structure to their sales pipeline and onboard new clients faster.
“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.”
Our sales and client onboarding software is one of five core features within Engager – the award-winning practice management platform from TaxCalc. It works alongside proposals, letters of engagement, automated workflows, task management, and the client portal to support accountants and bookkeepers across the UK.
Get more from our sales and client onboarding software with these products.
Quote prospects, formalise the relationship with compliant engagement letters, and track progress automatically as proposals move forward.
Keep track of all workflow and deadlines across your practice from one place.
Trigger emails and reminders based on deal stages or onboarding activity. Keep prospects engaged without manual follow-up.
Share tasks and information securely with clients.
After switching to TaxCalc, Frost Chartered Accountants unified operations that were previously spread across three providers. Completion times dropped, output became more consistent, and the team reclaimed hours previously lost to inefficient systems.
Juggling disconnected tools? Want a clearer view of your pipeline. Whatever your challenge, Engager's sales and onboarding features can take the friction out of winning new clients.
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