Engager FAQs

Logging In & Access

• Why can't I log in when everyone else at my firm can?
• Is there a paid add-on for more detailed user permissions?
• Can I change my firm's Engager subdomain after renaming the company?

Trial & Billing

• Can I send engagement letters and emails during the 28-day free trial?
• Can my invoice show a different company name to the one in Engager?

HMRC & Integrations

• Can I export a list of clients by HMRC authorisation status?
• Why does linking Engager to TaxCalc say my user ID or password is wrong?
• My HMRC authorisation request has been stuck for a while — what should I do?
• My HMRC authorisation letter doesn't show a client or company name — is that a mistake?

Clients & Portal

• Is the client's 'Engage date' the same as when their Letter of Engagement was signed?
• Whose name appears on the sign-off of a disengagement letter?
• How do I reset a client's portal access without losing their data?

Services & Automations

• Why does a job disappear from my list when it's just waiting on someone else?
• How do I find a job that's fully completed, not just a completed task?
• Why are some automated emails failing even though the address is valid?
• Can I run a report of clients with no jobs?
• Can I filter clients by whether they've sent their records, and bulk-email the rest?
• Where can I find automated or scheduled emails that Engager has sent?

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