Keeping work on track across people, deadlines and clients is one of the hardest parts of running an accounting firm. Engager gives you a clear, practical way to manage tasks, time, and responsibilities in one place. Ensure your work moves forward, deadlines are met, and nothing slips through the cracks.
See every client, task and deadline in one place. Engager’s Kanban boards give your team a clear view of what is due, who owns it and where work is getting stuck.
Assign work, update progress and give every team member clarity over what they need to do. Engager helps reduce internal chasing by making ownership visible from the start.
Manage recurring work, statutory deadlines and client tasks with confidence. Engager helps your practice stay proactive, reducing last-minute pressure and making it easier to plan ahead.
Practices across the UK are using Engager to bring structure to their practice 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.”
Staff, task and deadline management sit at the heart of Engager, working alongside proposals, workflows, client communication and time tracking. This gives you a joined-up view of work across the full client lifecycle.
Engager brings together the tools that firms need to manage work, clients and communication in one place.
Create compliant proposals and engagement letters with ease.
Convert prospects into clients with a clear onboarding process.
Share tasks and information securely with clients.
Build repeatable processes to deliver work consistently.
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 managing work across your team is becoming harder to control, Engager can help. Talk to us about the right setup to support your firm’s way of working.
