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Weekly Live Session - November 11, 2026

This Weekly Live session was hosted by Johan and opened with a walkthrough of the new Engager Chrome extension for quick links, timers and time logs, before moving into a free-ranging Q&A covering an early look at a possible WhatsApp integration, TaxCalc address and SIC code syncing, AML plans, e-signing multiple documents, job colour-coding, HMRC authorisation codes, and more.

Key Takeaways

  • The Engager Chrome extension (launched the week before this session) lets you enter your firm's Engager domain once, then jump straight to clients, time logs or deals from any webpage, and start a background timer that keeps running as you move between sites. It also prompts you to log time when you open a client's record, with snooze options of 15 minutes, 30 minutes, an hour or until tomorrow.
  • A WhatsApp integration is only in early investigation, prompted by changes to WhatsApp's own API pricing. The plan, if it goes ahead, is for two-way WhatsApp and SMS messaging to work alongside email in the communications tab. There is no timeline yet.
  • Archiving a client in Engager does not automatically archive them in TaxCalc. Contact support for the current behaviour here, as it has changed in response to user feedback in the past.
  • Unarchiving a client is safe and straightforward (Clients > Archived Clients > open the client > General Info > mark as active > save), but you will need to revisit which services and deadlines are turned on for them.
  • If the same mailbox is connected twice (once as shared, once as personal), remove the personal connection under Settings > Google. Automated emails only ever send from the shared inbox, so removing the personal connection is safe.
  • Time logging against a job phase is simple: press play on the phase you're working on, do the work, then press stop. Engager records the client, service, phase and duration automatically from the phase you pressed play on.
  • TaxCalc address syncing was fixed about a month before this session and is now working well. SIC code syncing is not yet in place and depends on further work from the TaxCalc API team.
  • Archived clients deliberately still appear in the full client list when logging time, since returning or archived clients (for example for professional clearance requests) may still need billable time recorded against them. Use the search box to narrow down to a specific client.
  • To send several documents for signature under a single client notification, upload all the documents first, then request signature on each one but only send the notification email on the last. Consider how comfortable your client is with multiple separate signing emails before doing this.
  • Job and task lists can be filtered to one client at a time and the filtered view saved for reuse, but there is currently no way to filter to several specific clients at once.
  • The percentage wheel shown on a Kanban job card is the checklist completion percentage, not overall job progress — the long bar is job progress. Card layout (fee, checklist percentage, staff member, Xenon bookkeeping health score) is fully configurable per board.
  • New client-list filters with per-type counts were in testing at the time of this session and expected within a few weeks. Sole trader and individual are not currently separate data points in Engager, so they cannot be filtered apart without adding a custom field.
  • A job phase's stat deadline colour (yellow, orange, green) follows the day thresholds configured per phase under Settings > Services. Colour changing between phases on the same job is expected behaviour based on those settings, not a fault.
  • Outstanding HMRC agent authorisation requests, particularly for PAYE, can show with no or limited client name on HMRC's own website. This is a long-standing limitation in HMRC's authorisation API, which was never built to accept a client name for this request type, not an Engager issue.
  • HMRC 64-8 agent authorisation codes can already be requested directly from a client's Tax References in Engager for Self Assessment, CIS, PAYE and Corporation Tax, avoiding the paper 64-8 process entirely.
  • Engager AML (still in development, no live date yet) is planned to offer free risk assessments plus chargeable, credit-based ID and AML checks as its first phase.
  • If you want to use your firm's own letters of engagement, copy and paste their content into the matching template under Settings > Document Templates. Engager cannot draft or advise on the wording of letters of engagement; that needs your own governing body or a solicitor.

Full Transcript

Good afternoon everybody. I hope you are all well. If you can see and hear me, just give me a thumbs up or acknowledgement in the chat box for me and we will get started.

Kirsty says welcome back loud and clear. Thank you very much. It's good to be back in my regular spot.

And Nisa says hearing you loud and clear as well. Fantastic. Well, welcome to your weekly Engage your live session. I hope everybody is well.

Kirsty now says actually a bit quiet. Kirsty, did you just turn the volume down? Hold on one moment. Let me see if

No, it's my fault. My Zoom keeps

quietening my microphone. I think it's trying to do like auto volume levels or something. But it's automatically annoying me. That's the only automatic thing it's achieving there. So I just have to go in and override it and push the volume back up because it works on everything else absolutely fine. Brilliant. Okay, I hope everyone is well. As you knew

I have been off for the well been not been able to attend these for the last two weeks for various things going on, but it is good to be back. And as always guys, these sessions are about you asking the questions you've got. So any questions you've got whatsoever, please put into the Q and A box. Now this is not the webinar chat box. This is a separate box. It should be along the bottom for you, with a speech bubble and a question mark written in it and Q&A written underneath that. If it's not there, click on the more button, which is a big circle with three dots in, and it will be hidden in there depending on what your settings are in Zoom. And yeah, please submit any questions you've got, otherwise this session becomes very short and very boring. Um, but I do have a feature that I've really enjoyed using for the last few couple of weeks uh that I want to make sure you are all aware of. Um, and that is our Chrome plugin. So just bear with me one moment while I share my screen.

And there we go. Um,

so in Engager or in Chrome, so this is only works if you've got a Chrome browser, if you use the Chrome browser, um you can now get the Engager plugin, okay? And to get that, you can just visit the link that I'm putting into the box, into the chat. So that's there for you. So you don't even need to search it, you can just click on that link and it'll take you to install it. Um, and basically what we can do from here is we enter our Engager domain. So this is called demo, and press save. And that's it. I'm now linked in to my Engager. So now I can click on clients and it will take me to my clients. I click on time logs, it will take me to my time logs. I can click on deals and it will take me to my deals. But the best part of it all is is a this works anywhere. So let's say I am um let's go with let's say I'm at Zero's website and I want to start tracking some time. Quick start timer. It's taken me in, it's logged me in, and it's now got the timer running. Um, or new time log. It won't do that because I've already got a timer running. So if I quickly refresh my page, there we go. My timer is running in the background. But the idea is that you'll be able to do your timers etc from anywhere. So you don't have to worry about going back in and going to the timer log and stuff like that. If I end that quickly, I'll do that later. The other benefit is when you then go into say a client's record, it also pops up saying don't forget to log a time if you need one. And then if you don't want to, you can just click on snooze and tell it to stop reminding you for 15 minutes, 30 minutes, an hour or until tomorrow. But I've seen a huge increase in my own teams time logs accuracy by them using this feature. But also the fact that you know, I can be at the zero page, I take a phone call, I need to go straight to my client list, done. It makes life a lot easier. Um,

so yeah, so that's the Chrome plugin and this is just version one. We're looking at options of what we can put on here. Um, if like me though you've got numerous you've got three different accounting firms, so you'll have three different versions of Engager. You just click on the pencil and type in the right domain and it will then save it and go to that one. So it's nice and easy to swap between them as well. Um, so yeah, that is there for anyone that uses Chrome and they they can put the Chrome plugin.

Does that all make sense? John, is it me or is the sound fuzzy? Um, is anyone else finding my sound fuzzy or Or it just John?

Kirsty says it's okay on her side.

Sounds sound is okay. It's okay for me. Must be just John. There we go. Right. We've had a question in already. Uh Amit. I heard that Engager may soon be coming to WhatsApp, but I don't know much about it at this stage. Can you please explain a bit of it? Um so basically what we're looking at, and it's this is all still early stages. We're just investigating the options and stuff. Uh basically one of the requests we've had numerous times for years is an integration with WhatsApp. The challenge historically has been the way WhatsApp make money. So WhatsApp is a free for you and me as individuals. It's free to use as a business on the business app. But if you want to use their APIs, that's where they charge you. So that's their business model. Um so we've looked at it several times over the years and the business the price was just going to be phenomenal. Like I think at one point I even worked it out that an average firm would have to pay would be paying for WhatsApp at and it would be about 50% extra on top of their current subscription just for the for it to use the APIs and stuff. So everyone was always no, it's not worth that much. But WhatsApp have recently changed their pricing models and how they do things. So we're now reinvestigating it. But the idea is it'll work very much like um emails do. So you'll be able to generate a new email or a new WhatsApp or an SMS because we're looking at two-way SMS as well. And you'll be able to send an SMS or WhatsApp or an email. It will come back in and you'll be able to read it and reply and have a conversation. Um so that's basically as much as we know at this time. We haven't got any timelines or anything. We've just posted in the Facebook community that we're looking at this idea and we'd like some people's input on it and what they think they would like functionality wise and stuff. Um so yeah, that is the limit. That's where we're up to with it at the moment, Amit.

Jane, sorry I missed the first bit. Where is the Chrome plugin? So the Chrome plugin goes up here once it's live, but in the chat in fact I'll put it in here again at the bottom for you. That's the link in the webinar chat for you to click on when you're in Chrome to go and download the plugin or install the plugin to your Chrome browser.

Sally, afternoon. I want to ask a question regarding the integration with TaxCalc. When I archive a client or company in Engager, is there any communication to TaxCalc to archive them too? I believe there is, but I can't remember off the top of my head, Sally. Um or did we not do that in the end?

I can't remember what we did with that one because we some of the feedback we were getting was just because we've archived them in Engager, we might still need them active in TaxCalc to finish off tax returns and stuff. Um so yeah, if you Sally, if you email into contact at engager.app they will be able to clarify that for you. It's not something I've looked at or dealt with in quite a long time, so I'm just a bit out of touch on that one as to whether when you archive in Engager, it will archive in TaxCalc. Um I remember there being a lot of discussions about it and a lot of different views on it from users as to whether it should or shouldn't do that. Um but yeah, if you drop the team support team an email, they'll be able to clarify it for you.

Uh uh Nisa, on the subject of archive, is there anything I need to know about returning clients being removed from archive? No, if you an archive, then Nisa then they're archived. Um, obviously, if they've got services turned on in the old one and you're you'll need to go unarchive them and change what services they're getting and what deadlines, bring them all up to date. Um, but no, there shouldn't be any issues with un un archiving a client and just continuing as normal because it'll also be the same uh portal and stuff as well. Um,

so yes, so you can literally if the if a client comes back, you can literally go from archive go into clients and archive clients, click on the client's name, general info, mark as active and save.

And that's it. They're now active. Um, it's as simple as that.

Um, so yeah, it's easy as that for you, Nisa. Callum, hi Johan, question on emails tab. I've connected the same Google box mailbox twice, once as Google shared, once as Google personal. So every time every incoming email shows up twice on the emails tab and client communicates. Uh, I think I added the shared one for automation emails. Am I right that automation sent from the shared connection, not personal? If so, can I can I safely remove the personal one without breaking anything? Uh, yes, so automated emails only send send from a shared inbox. So you can remove the personal one. If you've added it to personal and shared, I'd remove the personal um and go from there. And to do that, you just go into settings, go down to Google and then you will revoke authorization for the personal one and leaving the shared one as it is.

Um, answered that one. Miriam, please run through briefly how best to use the time logs in phases. Thanks. Uh it's very simple. So basically when you're on a job, let's go to all my work. So when you're on here, all you do is go right, I'm going to let's go back. So I need to send this document for approval. Press play. I can now go send that document for approval, do whatever I need to do, and then I can press stop. And that's it. I've now logged my nine seconds against it. And Engage knows who you are. It knows what phase and what service and what client you've just done that for because you've pressed play from here where we've already got the service, the name of the client, the phase. So that will now be in the time log. So if I go to time logs, if I have a look at a table view

and I look at today,

okay, so it was 15 seconds. There it is. So it's 15 seconds, first log, last log. Uh sorry, it was nine seconds this one. So first log, last log, client, service, deadline, service phase, etc. It's all logged there nice and easy. Um so yeah, it is as simple as that is you press play on the phase you're about to do work on, it logs the time and you press stop. Um hopefully that makes sense, Miriam.

Uh John, address sync with TaxCalc. Is this Is there still work going on to make it smoother? I'm getting many notifications saying clients's details and often I can't save for one reason or another and end up getting distracted checking addresses between the systems. So the addresses should be all sorted, John. Um the one thing that's not yet is sick code which we're working on. Um so sick code is requiring the TaxCalc team to add some functionality to the and data points to the API. Um but the addresses part is all done. So if I go into a client um so I go to this client here and my I haven't got the password with me to sort that tax that out. Uh but basically when you go to contact information it will show you which ones are and aren't linked to TaxCalc with a logo and then you can also delete addresses from here, save addresses from here, select which type of address it is. So this is down as a trading address. I could change that to a business address and press save. You can do all of that from here. But you still for the first time you'll need to go through review all the addresses and when you do a link we do show you the information side by side so you can see the options. Um but then once you've done it first and you've press save then you won't need to worry about it again. Um so yeah no the address sync got fixed about a month ago I think it is John. Um and working far far better now.

Um so yeah. Excellent. Uh and Miriam says yep thanks that makes sense. No problems Miriam, glad it does.

Um John says okay thank you. No problems John. Gusty uh just using my Chrome link, very nice. Question, when you have to choose a client e.g. on a time log can you tell it to exclude archive clients? Uh no because you never you might let's say an old client rings you or you need to provide professional clearance to their new accountant or something you may need them on that list. Um so that's why we look at all clients for the time logs. Um but when logging time,

Is it related to client? That's why we've got this search box here, so we can type in the client's name and reduce it. But it's a really important data point that you're tracking to make sure you know if you're wasting time on archived clients, for example. So there's some firms I've spoken to in the past where they go, we do professional clearance for free for the first provider, but if there's another provider later on because they fall out with the next one, then we charge them for that. And it's like, oh okay, that's quite a cool idea. So yeah, so but that's why we've got the search box here to make sure that you it's easy enough to search through. But it's really important that you do log time against all clients, prospects, archives, and form everything. Otherwise your data is going to be bitty.

So done that. Transferred. What's the best way to send multiple docs for signature? You so you send one document at a time for signature. If you want the client to be to have multiple documents to sign but only one notification, then what I would do is I'd go into the client, I'd go to my files, I would upload let's see if I've got something I can upload for you.

That's a PNG. I need a PDF.

So I'd upload my document, start uploading. Then I'd go and send request the signature, but I wouldn't sorry, I wouldn't send the notification on this one. I would upload them all and then do on the final one send the notification. Because in the client portal it will show them that they've got a number of things to sign. The question though how competent is your client? Do they actually need five different emails to tell them there's five different documents? Because I've got some of those. I've got clients out there that will the system will say, oh, you've got another four things to sign, and they would be lost. So we have to send all five emails so that they can click on the link, sign it, go back to their emails, click on the link, sign it. So think through how competent your client is before you only send one email for five different documents needing to be signed. Just a reminder guys to make sure questions go into the Q and A box and not in the webinar chat please. Uh Katie, when viewing jobs and tasks, is there a way of viewing being able to only include certain clients? Um I see you can save views. Yeah, absolutely. So if you go to jobs, go to all work for example,

and down here

you can type in the client's name. Oh sorry, no. Here you can type in the client's name. So let's go a b c. There we go. That's all of a b c's jobs. And actually I can then click on views and I can save current view state and I could can call it a b c LTD jobs. And save. So that way I can just see that one client's jobs. Um but the quicker way to do that is when you're in the it's go to the client's record and just click on jobs and it will just show you their jobs. Um there's not a way to look at like three or four different clients at the same time. That search is there for one client at a time. Hopefully that makes sense.

Um done.

Um Chris, on the client card, the menu on the left of your screen appears a different order. Are we able to sort that or is that just your database test database is a newer version? I like the AML fields appearing just below the info. Uh ignore the AML things for now, Chris. It's just us testing and playing with some bits in my in the demo account before we announce and do anything big and important there. Um so yeah, if if things are in a different order in the demo account that I use to show you guys everything, it's because we're just doing some testing and stuff. So you can just ignore it until I tell you otherwise.

Uh Amit, where can I find my domain ID for the plugin? Uh couple of places, Amit. First of all, up here in your URL in the web link. So it's the bit before .engager.app. So in this case, it's called demo. Um so that's the easiest place. The other option is going to settings and you can go to company information and it's here. Uh sorry, no, that's the text one. Uh it is under the portal settings.

He says Oh no, that's the link for the portal URL. So yeah, just just go to your web address and it's that it's whatever it that wording is there before .engager.app. It's that simple.

Rebecca, the client has sent an email to a colleague. I'm not copied in. This appears in the communications emails. Said the emails then forwarded to me with no one else copied in, not even the client. Yet the email has popped up in the client's communication box. I've emailed support and have been told this is correct. Are there any settings we can stop this happening? Uh no, it's that is correct, Rebecca, because your personal email is linked to engager. And this is why in my firm we do not send emails between ourselves. Um what we do is if an inbox, if a client, if an email's come in, then we set it as a task for a team member to, someone else to look at. Um, because each time it goes into your emails, you'll be, it, it then links to the communication tab for the client. Um, so what it's done there is absolutely right. Um, because it's tracking each email related to that client. And it's tracking the original conversation thread, which ties back to that client emailing the company in the first place. Um,

so yeah, that is absolutely right how it's done it and there's nothing in the settings to stop it from happening because how will the set, it's either all or nothing. It's either no, you either track all your emails or you don't. Um, we can't say, well, actually you've already got this one on the system, so don't track this, for example. Um,

Katie, can we view multiple clients but not all? Do you mean back in the jobs list, uh, Katie? Or

yeah. Guys, there's questions going into the webinar chat that I'm missing. Can you please put them into the Q&A area so I can mark them as done when I've gone through them, please?

Um, let me just go back to the webinar chat quickly and see what I've else I've missed.

What's the best way to send multiple? Done that, done that. Rebecca's is been done. See, this is the issue with putting it into the webinar chat, guys.

Uh, Nisa, but the email, the team member can't open or reply to the email as it's from my personal, as it's from your personal box. Okay, so yeah, you'll have to send it on then. I mean, personally, I'll just start a new email thread with the person that I'm emailing, but yeah. In that case, you'll have to forward it on, but it's going to duplicate on the client's time log because we don't want it guessing what can and can't be there.

Um, cool. Yeah, Katie, let me know what you mean by can we view multiple clients but not all. Uh, like in what context? Are we looking at jobs there? Where are we looking for that? And I'll come back to you on that. Michelle, how can I change from sending automated emails to be sent from a different email address? So all automated emails get sent from the shared inbox. Uh, so it's whatever email address you've linked to that. There is a very good reason that we do that. And it all comes back to my analogy of a car can do more than 70 mph, it doesn't make it legal. In some softwares, you can send emails from automatically from a software under someone else's email address. There have been cases in tribute employment tribunals where the employer has lost because they have been emailing from, let's say Engager has emailed from Johan at or it looks like it's come from Johan at. That is impersonating a an individual. And it can only happen if that person gives their permission on each and every email to be sent. So your by you telling a software to email all of Bob's clients from from from Bob at, that is impersonating Bob. So you could get yourself into a lot of trouble here. Whereas if you send it from support at or info at, that's a generic email address. That's not named individual. So if If are a sole trader, one person business, and you want all your automated emails to come from Johan at and then that's fine. Link your personal email to the shared inbox area. If, however, you've got employees, you should not be impersonating them or giving the client any impression that that email came from that employee without that employee knowing about it and doing and sending it. So you we have to be careful with this kind of stuff, guys. As I say, just because a software can do something doesn't mean it should be done. A car can go over 70 miles an hour. It shouldn't mean we should be driving over 70 miles an hour where the law states that we shouldn't.

Um

After what's the quickest way to view a list of all active clients? You just go to clients after and then because it's active, this is the this is your whole list of active clients here. If you want to just see archived, you click on archived. Prospects, you click on prospects. But yeah, active that that is your whole list of active clients.

Uh Callum, thanks Johan. Love the Chrome extension. Good good. Quick one on automated emails that goes out after a client signs the letter of engagement rather than using their full formal name in the email body. E.g. Hi Mr. Joe blah blah blah. Can I tweak it? Yeah, so basically you just need to tweak the template, Callum. So if you go to settings and uh communication message templates. I think it's under I'm just searching now. So there you go. I've just searched signed. Automatic email with signed letter of engagement uh letter of engagement. Click on this edit and you just replace this placeholder with whatever you want. So, let's go with such name. I'm just going to use the first name of the recipient. There we go. Save. And that will now just say Dear Bob, Dear Johan. Um it's as easy as that.

Uh Michael, uh how do you get the percentage complete wheel on each job in the Kanban view? So, if you go to jobs or work, so these wheels here, that's not percentage of the job, that's a percentage of the checklist. This bar here is the percentage of the job. And all you do is you go to card layout and you choose what you do and don't see on the card layout. So that you can have as minimal information here as you want. And then you've got your fee, your checklist percentage, staff member responsible or bookkeeping health score if you've linked it to Zenon. So I could go to staff member and I could just go I want the progress phases progress bar. There we go. If I want the checklist, then I could go to checklist there. So that's how you do that. It's all underneath the card layout.

Um Nisa, sorry Johan, I think I've confused this. If I get an email from a client in my personal mailbox, when I tag it as a task for my colleague, my colleague cannot reply to the client or open the email for it. Correct, they can't because it's in your inbox, but they can see the content of the email in the task because we put the content into the task description for you. Um at which point you can then send that that team member can then just start a new email and send it off to them.

After summary of how many companies and how many are partnerships etc. Okay, so if you want that kind of information after tab, all you do is you come in here and you click on filters. Now this is going to look different for you guys because this is something we're playing with at the moment. Um basically we're going to we're building out loads of new filters. Um if I type in type here we go.

And what I used to do isn't there anymore. Great. Um so at the moment though if you click on filters you're going to get a list. You'll be able to click on type and next to each type it will actually tell you how many of each one you've got. Um so that's that is there at the moment and I'm just going to feedback to the team that it's missing some information that I want to be there. Um but yeah we're we're playing with filters. Basically in an update coming soon there's going to be a huge update to the filters and you're going to be able to do a lot more information stuff here. So um there's going to be tons and tons of filters, separate filters for all the services, all sorts. So this is going to then also allow you to save views as well. Um so we're trying to make the client list a lot more powerful for you than it currently is.

Uh but that literally that's only gone into testing today so it will be a few weeks before that's live.

Um but yeah for for now after tab if you go onto click on filters, click on client type it'll give you a drop down and it'll tell you how many of each one you've got there.

Uh Miriam, forgive me if I missed it. Is the Chrome extension live yet? Yet we launched it a last week I think it was. Um it was in the Facebook group and on our social media and some stuff. But yeah that links in the live in the chat. I'll put into the chat again for you so you can find it easily. Um

and go from there. Ian says on the filtering, it would be really good to and helpful if we're able to separate sole traders from individuals. The problem is, Ian, we don't have that data point. We have sole trader/individual or individual/sole trader. So Engager doesn't know whether they're a sole trader or an individual um at that point. So that's not a data point we've got, so we can't filter it for you.

Um.

Rebecca, when you complete a phase within a job card, we have noticed that the stat deadline goes from yellow to green. We have noticed that the stat deadline goes from yellow to green. Why is this should it not stay yellow as the stat deadline is still coming up? So this is will be something you've got set in your settings, Rebecca. So if I go to settings and go to services,

if I go into let's say this job here, each phase you set at what point it should go yellow, so 330 days before the deadline in this case, at which point it should go orange, 300 days. But if you then tell it that it shouldn't in the next job down or something that it should have different parameters, then it will follow the new parameters of the next phase you're in. Um so it's just following what you've told it to do, Rebecca, in your phases in services. Um so just go and revisit these and that'll be where your why it's gone green from yellow. It's because you've gone from a job where it's been told to go yellow sooner rather than later and then the next phase might be much later down the road. But that's why it's gone from yellow to green by completing a phase.

Um.

Ian, can there be a field to specify the difference? Uh at the moment we've not got one, but you could create your own custom field. Um, and then set that up, and that would then go onto the filters, uh, because all custom fields go into the filters.

Uh, Amit, when we download the client's data into Excel, how would we know the relationship between directors and companies? Uh, so if we go to clients, data, export. Again, this is going to look different from me because we're playing with these new filters, uh, before we release them to you guys. But,

related clients is an option. Okay? So if you, uh, put that on there, it will put into a column all the related clients that it has got. Okay? Again, this UI looks slightly different because we're playing with some things at the moment for ready for release soon.

Uh, but yeah, so on the export bit I would include related clients. And then you will know who's related to who because it will tell you.

Um, Rebecca says thank you. We'll take a look at our phases. Not a problem.

Cool. Any other questions, guys? Anything else I can help you with?

Callum, on tax authorization requests, eg PAYE, they go through fine, but on the HMRC website, outstanding authorizations somehow no client name or just limited. Uh, yes, we are aware, Callum. It's not us, it's HMRC, and it's been the same way for over eight years with HMRC. Uh, every software that uses this uh, agent authorization process, which is actually only us and Bright Manager, we're the only two that have ever built this, uh, uh to my knowledge, um, have the same problem of when you send in like self assessment authorization, corporation tax authorization the API allows us allows us to push through the name of the of them. Uh the API was never built to accept the name ironically of the record that we're requesting authorization for for PAYE. So it just takes the the office number and the uh PAYE reference and that's it. So yeah it does look funny on the HMRC website uh purely because HMRC never actually thought to build that API properly and in eight years haven't gone back to fix it regardless of the feedback. Um so yeah it's not you missing anything it's just the API being the API.

Any other questions? Oh let's get rid of these red boxes.

No actually that's not due until uh

um February seventh or something isn't it? I think. Um Cole Cole says got you no problems.

Is the AML functionality live in Engager? Uh not at the moment. It's something we're still building and we're moving with um but as soon as AML is ready and it's coming as soon as I've got a launch date I will talk you all through it.

Uh what Tina what vision board are you referring to there sorry? How did you add that vision board? Uh where were you looking Tina?

Any other questions just while I wait for Tina to tell me where she saw me something.

And can engage a consultant help with our design of the letter engagement or our content? Uh no. You need to you you and your um you and your um

your governing bodies, sorry, need to design your own letters of engagement and stuff or a solicitor to help you. We can't write letters of engagement and stuff for you. We've given you a template to look at, but you need to write your own.

Oh the right hand side, sorry, okay, I see what you mean. So these these timers here, you can click add a new timer and you can create as many timers as you want. Remember though these timers here are public so everyone in your firm can see these timers. So don't put in there Tina retires in 10 days time, hurrah, because everyone's going to you know Tina's going to get upset with that. Um but yes if you want countdowns you can put them here by just by pressing add countdown. And then the other option is a quick note, which are these bits here, and you can have as many of those. The quick notes are just for you. No one else sees them.

Um we have our own our own letters of engagement, but we want to import them into engage it. All you need to do is literally go to settings, letters of engagement, sorry, document templates, find the letter of engagement one, edit it, and then you can copy and paste into it. So if I go get rid of that one because that's just confusing things.

So if you've got like a Word document or a PDF or something copy that, go into each type of letter engagement you're going to need. You can just select all of this and paste over it and then press save. It's that easy.

Uh Lena, uh can we prepare 64-8s in Engager? We're still doing this manually for clients' signatures and posting to HMRC. Uh that's the old paper style. That got You've been able to request what are called a the agent codes for ages and we've had that available in Engager for a few years now. So basically you don't send the paper 64-8 and sign it anymore. HMRC take forever to process them and you don't need them anymore. Years and years ago, I mean I'm talking 10 years plus ago this got launched because this was in place well before I started my own accounting firm, which was 10 years in next May. And that is a you can do the 64-8 agent codes. So basically when you go into a client, go to tax references, we ask for certain information that we need and then you can request those to be sent via a letter. So this works for self-assessment, CIS, PAYE, um

corporation tax as well. And basically you put in the key data that is asked for, request authorization from HMRC, that sends a letter to your client with a code. The client gives you that code, you can enter that in in Engager or at HMRC portal. And then 24 hours after that HMRC list them on your portal as authorized. And when you ring the client uh ring HMRC, that authorization's fine. It's in place. So that's been it's been available for over 10 years that functionality has been available from HMRC. And for the last couple of years it's been available to request that information in Engager.

What will AML look like? I.e. no need for Zama. So the Engager AML that we're building will give you the ability to do risk assessments in Engager, ID checks and AML checks in Engager. The risk assessment part will be for free. The ID checks and the AML checks will be chargeable like they are with other platforms as a credit basis. So you buy some credits and you use them towards ID checks and AML checks. I'll be able to show you it all in the coming weeks once we are ready to go live with it.

And that's just like phase one of what we've got planned. We've got other ideas but we're just focused on phase one at this time.

Cool. Any other questions? Anything whatsoever? Otherwise I will bring the session to an end because I do have another webinar at two that I've got to jump on for TaxCalc.

John, hi John. An odd one. After entering the authorisation code to a client for self-assessment step four, had to remain paused and not authorised or created an error. Any ideas? It's been two days. That sounds like a API issue, John. That HMRC's API has not accepted it and not but not pushed back the error code for us. Reach out to the to the team because that's not normal behaviour. It's normally instant. So reach out to the team contact at engager.app and we will have a look at that for you.

But yeah, it sounds like we've tried to submit that information to the API that you've asked us to and HMRC haven't acknowledged it or sent back an error code which means it's kind of in limbo at the moment. But But if you flag it to the team at the support team, they can have a look into it for you.

Cool.

Anything else?

Anything else that I can help you with guys with? Um I will speak to the team and see if next week I can give you a sneak peek of the AML product. Um but I'm not sure if it's at that if it's ready enough to do that yet. So uh as soon as I've got an update I'll let you know though.

Okay. No, that's fine. So I will bring the session to an end there guys. Hopefully that's been of use. Go uh play with the crew Chrome plugin. Um let us know your thoughts. Share share some ideas of what else you'd like it to do. This is just phase one as always. We're always listening to find out what else we can do to evolve things. Like there's absolutely tons going on in Engager at the moment. The amount of work, different projects the team have got going and stuff is phenomenal. Um we've got Engager AML. We've got all these new filters we're working with. Um that yeah, there's absolutely tons going on. So the next few months are going to be very exciting. Um but just bear with us while we finish testing things and getting things drip fed out and released for you all. And I will see you all same time next week uh for the next Engager Live. Thank you very much guys and have a great week and weekend when it comes. Bye bye.