Certified Engager.app Implementers
Below is a list of Certified Implementers. These individuals have demonstrated via an interview process that they are knowledgable in regards to setting up and implementing Engager.app
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How to Download Files from the Engager Mobile App
With the Engager mobile app, your clients can now easily download files you’ve shared with them. Follow these steps to guide your clients through the process once they are logged into the app. Step-by-Step Guide Step 1: Select the Profile If your ...
Client App Email Template
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 ...
How to Use Automations in Engager.app to Streamline Your Practice
Automations in Engager.app are a powerful tool designed to help you manage routine tasks efficiently, allowing you to focus more on strategic activities within your accounting or bookkeeping practice. This guide will walk you through the basics of ...
Viewing deadlines / jobs in Engager
We never want you to miss a deadline or Job as we call them, we want you to be working months ahead of any statutory deadline / job, so let us help you bullet-proof your practice, by mastering deadlines / jobs. We’re big fans of the Kanban view, ...
Confirmation Statements CS01 and your Engager Account
Did you know that we track the Confirmation Statement (CS01) deadline in your Engager account? We do this using our connection with Companies House (CH) Most of you will provide this as a service to your clients, and no doubt have your own process ...