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Description
Engager.app is a cloud-based platform specifically designed for accountants and bookkeepers in the UK, developed by professionals in the field to streamline firm operations, enhance task management, and boost profitability. The software integrates various features, including workflow management, client communication, engagement letters, proposals, pricing options, e-signature capabilities, checklists, forms, time tracking, dashboards, document templates, and a personalized client portal, all within a single cohesive system. By utilizing Engager, firms can eliminate disorganization through advanced tools and improved workflows, allowing teams to meet deadlines effectively, assign tasks rapidly, visualize projects using Kanban boards, and let automated reminders manage follow-ups to ensure nothing is overlooked. Its continuous automated administrative features work around the clock, handling record requests, client reminders, and follow-ups autonomously, which minimizes unnecessary emails and saves valuable time. Additionally, firms can effortlessly create professional and compliant Letters of Engagement within minutes by leveraging customizable templates and automation. This innovative approach not only enhances efficiency but also empowers firms to focus more on delivering quality services to their clients.
Description
Get your practice organized and collaborate effectively using all the essential tools needed for growth. Keep track of conversations, emails, notes, and interactions with clients and colleagues in one place. Everything related to your clients can be accessed conveniently on a single screen. Craft compelling proposals for both clients and prospects with ease. Streamline engagement letters to ensure complete clarity in your communications. Your team will enhance productivity with a workflow that is intuitively designed and straightforward. Prevent any client tasks from falling through the cracks with our innovative agenda dashboard, which keeps every team member updated on their daily responsibilities. Our solution offers a comprehensive approach to tax return delivery, going beyond just form 8879. Provide clients with clear instructions for every form they need to complete, including payment vouchers and estimated payment vouchers. Secure signatures digitally on 8879 and any other customized documents with ease. This solution accommodates both US and Non-US based firms, ensuring versatility. Additionally, it features KBA for IRS compliance, and you can upload almost any document to gather signatures effectively. This comprehensive system not only boosts efficiency but also enhances client satisfaction, making it an invaluable asset for your practice.
API Access
Has API
API Access
Has API
Integrations
Adfin
Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
QuickBooks Online
Xero
iCloud
Integrations
Adfin
Gmail
Google Drive
Microsoft Exchange
Microsoft Outlook
QuickBooks Online
Xero
iCloud
Pricing Details
$12.17 per month
Free Trial
Free Version
Pricing Details
$45 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Engager.app
Founded
2018
Country
United Kingdom
Website
engager.app/
Vendor Details
Company Name
Pascal Workflow
Country
United States
Website
www.pascalworkflow.com
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Alternatives
No Alternatives
