Theme

This session covers using Engager to manage MTD IT workflows: custom fields, bulk reminders, templates, and recurring tasks. It explains email integration with Microsoft/Google, client portal e-signing, prospect creation via Companies House, and GDPR-compliant referrals via RQ. Guidance includes ACSP risk mitigation through client self-verification, Xama ID expiry handling, payroll pricing formulas, dashboard oversight, meeting logging, and pragmatic software adoption strategies for quarterly compliance.