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Tax Account Credentials

Quick answers to help you get the most out of Engager

With Engager, you may find that you need to store your credentials, passwords and logins etc. 

We would recommend using 'memos' for client-specific logins, or using the Notes on your Dashboard for your company login details

 

In order to create a memo, locate your client in question and then on the top right hand side - New Memo

 

In order to add your companywide credentials, you can add a note to your Dashbaoard

You can create any number of 'notes' on your Dashboard, simply by selecting 'new quick note'