Client App Email Template
Ready-to-use template built for accountants and bookkeepers — just download and go
Use this text to create the template in your Engager account. It isn’t a built-in template, so copy the email below into a new message template under Settings > Communication > Message templates (see How to add email templates). [Contact Pref Name] and [Manager] are placeholders, so they fill in automatically for each client.
Dear [Contact Pref Name],
We are excited to tell you accessing your documents, sending us documents and signing documents just got a lot easier and more secure!
Our Client Portal now has an app you can download and use on your phones and tablets.
To Download it visit your app store and search Engager or click on the links below:
Apple Store: https://apps.apple.com/gb/app/client-engager/id6463508531
Android Store: https://play.google.com/store/apps/details?id=com.engagerapp.clientengagerapp
Once downloaded visit this webpage for detailed instructions on how to link to your client portal: Engager App Connection Guide
Once you log in the first time it will ask you if you want to use Face ID or Finger Print ID based on your device so that login is quick and easy going forward.
In the app, you can:
- See and download your documents such as tax returns etc
- Upload documents you want to share with us securely
- E-sign any documents we send you
We hope you find this app useful.
Many Thanks,
[Manager]