Running an accountancy practice means managing engagement letters, pricing, compliance, and client onboarding—all while delivering top-notch service. Before Engager App, these tasks were time-consuming and manual. Today, thanks to Engager, our workflow is faster, smarter, and more client-friendly.

What Engager Brings to the Table

• Automated Engagement Letters: No more drafting from scratch—letters are generated instantly and sent for e-signature.
• Dynamic Pricing Calculator: We can now offer transparent, value-based pricing tailored to each client.
• Client Portal: Secure document sharing and e-signatures give clients a modern, hassle-free experience.
• Workflow Automation: Kanban boards and automated reminders keep our team organised and deadlines on track.
• Integrated AML Checks: Built-in Anti-Money Laundering verification ensures compliance without extra software.
• Digital Proposals: Send branded proposals with pricing and service details that clients can approve instantly.
• Payment Integration – Adfin: Link proposals to payment gateways for upfront deposits or recurring billing.
• Analytics Dashboard: Track conversion rates, engagement letter turnaround times, and revenue trends in one place.

Impact on AIM GB LTD

Since adopting Engager:

• Onboarding time dropped from 3 hours to 10 minutes.
• Compliance risk reduced significantly with automated AML checks and audit trails.
• Clients love the simplicity and speed of the process.

Powerful Integrations

• Engager connects seamlessly with the tools we use every day:
• Xennon: Syncs client data and workflow tasks for a unified practice management experience.
• Adfin: Links financial planning tools for advisory services and reporting.
• FreeAgent: Automates bookkeeping and MTD submissions directly from client onboarding.
• TaxCalc: Creates a smooth handoff from engagement to tax compliance, reducing duplication.

Engager hasn’t just improved efficiency—it’s elevated our client experience.