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?
- The link in my 'Your Engager.app is ready' email doesn't work. What should I do?
- I got a 'this domain is not available' error when registering for Engager.app - what do I do?
Trial & Billing
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?
- Why does linking Engager to TaxCalc fail if I'm not on Cloud Connect?
- Why are my client emails ending up in spam or junk?
- Does Engager integrate with Fathom or Zapier?
- Does Engager integrate with QuickFile?
- Does Engager have a public API or webhooks?
- How do I export clients' Companies House authentication codes?
- Why does completing an annual accounts task in Engager error out?
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?
- What does the ‘E-Reminder’ toggle do when I set up a new client?
- Can Engager help when I convert from a sole trader to a limited company?
- How do clients know which fields they've missed on an onboarding form?
- My company trades under a different name to its registered name - how do I show the trading name in Engager?
- Can I add more than one email address for a client contact?
- If I log a call or meeting in a client's Communications tab, does the client get notified?
- Can I add a custom relationship type for a contact who has more than one role with a client?
- How do I give a client's previous accountant portal access to upload documents?
- Can I upload engagement letters created before joining Client Engager to individual client records?
- A client's email address has changed and they can't access the old one - do I need to create a new client record?
- How do I clear a client-rejected signing document from my dashboard?
- How do I change the client name format shown in Engager, and fix the greeting Adfin uses?
Services & Automations
- How do I import AML onboarding and Annual Review form templates into Engager?
- 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?
- Can I filter jobs by due date and exclude ones where the period end is in the future?
- Can an internal deadline be triggered by a job status change instead of a fixed date?
- Can I link Companies House deadlines to a custom service, and set default deadlines in bulk?
- Do I need to mark a job 'Records Received' before I can complete or file it?
- Why does my form keep saving as a draft, and how do I publish it?
- Can a form submission automatically mark a job 'Records Received', and can reminders run on fixed dates instead of intervals?
- How do I set a different charge-out rate for one staff member, and can I stop them seeing other people's time logs?
- Can I group year-end jobs together by period end, e.g. all June year-ends in one column?
- Can I hide client fees from certain team members on job or Kanban cards?
- How do I export client data to Excel with only certain fields, and see which clients still need this year's Self Assessment done?