Takeaways

1. Engager Live session overview and Q&A
2. Update on Tax Calc integration
3. Setting up emails for new staff members in Engager
4. Viewing completed and invoiced jobs
5. Managing self-assessment deadlines and firm performance
6. Setting and managing staff permissions
7. Allocating supervisors and understanding their role
8. Using OpenAI/ChatGPT for creating service schedules
9. Information on Engager Hub meetups
10. Tracking and reviewing time logs for staff