Engager – Getting Started
New to Engager practice management? Start here for setup walkthroughs, how-to guides, and answers to common questions.
10 Simple Steps
- 1 of 10 Simple Steps to Setup Engager.app
- 2 of 10: Customise Your Documentation with Ease
- 3 of 10: Organise Your Services and Dashboard
- 4 of 10: Streamline Processes with Effective Checklists
- 5 of 10: Notifications, User Mentions, Custom fields and Forms
- 6 of 10: Craft Your Pricing to Perfection
- 7 of 10: Importing Your Clients Made Easy
- 8 of 10: Enhance Communication with Custom Email Templates
- 9 of 10: Maximise Efficiency with Portal Customisation and Automation
- 10 of 10: Seamless Integration for Streamlined Workflows
- Comments, mentions and internal team communication
- Overview of Engager Video Tour
FAQs
- How do firms do fee reviews in Engager?
- Can you move files into new folders?
- I want to be notified by email when my client agrees their Letter of Engagement (LOE)
- Troubleshooting the “Unable to update Xama contact” Error in Engager
- Exporting emails
- Multiple companies linked to 1 director? Need to Link Director to Company?
- How to Access the Browser Console and Identify Red Error Messages
- Can I call somebody at Engager for support?
- Company Secretarial
- Tax Account Credentials
- Clients and Jobs on Hold
- API Connections
- UK Payroll Year-End Checklist
- Where can I find the portal link to share with my clients or to put on my website?
- How to use the Dividend Vouchers and other company secretarial documents in Engager
- Navigating the Client Page Page
- Married Couples, Portals, Sharing Email addresses & E-signing
- How to mark a Job as completed?
- Bookkeeping / Payroll - Period Ends
- Do I need 2 letters of engagement for a Director and LTD
- Confirmation Statements CS01 and your Engager Account
- Companies House Error Message
- Fees
- Adding a new Ltd, CIC or LLP
- How can I 'uncomplete' a job I have already completed?
- Companies House Compliance: What You Must Do in 2025 and Beyond
- Why can’t I see all my email subfolders in Engager?
- Companies house updates, what we’ll check for you and what you need to do to accept the change
- Adding Files to your Client Portal via the Engager Mobile Application
- Can I use Engager for Marketing Emails
- How does the e-signing of a document look?
- Has my client signed a document or approved a signing request
- How do I run a 4 weekly payroll set up in Engager
- Client cannot see the documents in the portal
- CIC (Community Interest Company) and Engager
- Is there an alert you can set, letting you know when a client uploads files in the portal?
- Companies House doesn't link / sync
- Tasks - how they behave and how can I find old / completed tasks
- Can't send an email from Engager
- Creating a standalone proposal
- Next Due Date
- How to issue a letter of engagement for additional services.
- Automated Emails, using company or personal email addresses to send
- Import FAQ - Client has only one email address but is associated with multiple companies.
- Happy Birthday Service
- How to raise an Invoice / Link Existing Invoices
- Can I add a new Status
- Creating a standalone proposal
- Overview of Menus in Client View (NEW)
- 64-8 Error Message
- What to do if your Engager account has been hacked
How To Guides
- Drowning in a sea of tasks?
- How to use Texts, SMS Messages
- Master your Deadlines and Jobs
- How To Use Forms
- How to create a checklist
- The Phase Progress Bar
- Status updates on phase completion
- How to use the Automations
- How to Get Started
- How to request Esignings / Client Document Approvals
- Completed Jobs Report
- Looking at a Job Card
- Internal Deadlines
- Time Tracking Logs and Staff Costs
- Getting Started with the Engager Client Portal
- Transferring Jobs and Re-allocating phases to another member of the team / leaving / left?
- Why Your SMS Sender Name May Be Rejected (and How to Fix It)
- MTD IT FAQ and Key Takeaways
- How to set up your firm's information and preferences
- Importing Clients
- Overview of Engager
- How to add email templates
- Troubleshooting Form Errors
- Bulk Sending Forms
- Getting ready for MTD IT and how to manage within Engager
- TaxCalc Integration - Phase 1
- User Mentions and internal communication
- Save and Share Job Views
- Safe Guarding Jobs from Completion in Error - With TaxCalc
- Onboarding a client / New Clients (onboarding process)
- Viewing deadlines / jobs in Engager
- Setting Up Status Emails
- Setting up default terms
- How can you review completed checklists of jobs or review audit trails for completed jobs?
- One-off work
- How to customise your dashboard
- How to Add a New User to Engager
- How to build an AML process in Engager
- Tasks, Reminders and Managing your To Do List
- How to use the client portal in Engager
- Bulk sending Emails
- Setting Up Automated Emails / Global Auto Reminders
- Self Assessment Service, Forms, Payment Reminders, Payment on Account and Automation
- How to Set Up an Automated Self-Assessment Signing Request Email