How to manage client records
In this video we take a look at client records and and overview of the tools and features designed to help manage client records in Client Engager
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In this video we look at how to manage your folder structure in Client Engager there's also a step-by-step PDF guide Folder Templates and Structures This is where you can set what folders you will need per client type, so folders for Self Assessment ...
How To Manage Emails In Client Engager
We know that it’s often difficult juggling a busy practice with numerous staff members all operating on different apps and software so we’ve developed a way to bring all of your communication together into one space within Engager. With Engager, you ...
Getting ready for MTD IT and how to manage within Engager
MTD is coming and there's no avoiding it now! But don't worry, we're here to help you manage the process effectively and keep you as compliant and organised as we possibly can! Following our practical guidance and steps, you'll be up and running in ...
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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 ...
Overview of Menus in Client View
This guide will help you understand where to access your pertinent information within Engager. By clicking on a clients name it opens their record. There are two main menus - Steps 1 -9 along the top, these are the setup menus that you may need to go ...