Engager
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What the software does
Engager is a tool designed to improve client engagement and communication for accountants. It helps gather information, approvals and documents securely and efficiently. We use it as our client management system for clients to access documents, sign and approve them as well as complete our ongoing AML obligations.
Key strengths
- Simplifies sharing of financial documents between us and our clients.
- Reduces admin and email chasing for information.
- Provides a secure, GDPR-compliant platform for approvals and document exchange.
- Improves collaboration and speeds up turnaround times for accounts and tax work.
- Keeps everything in one place, reducing the chance of lost or missed information.
Client management system
We love how easy Engager is for our clients to navigate! Whether it’s signing your accounts and viewing a document you received a few years ago, it’s all easy to find and in the cloud!