Setting Up & Maintaining a Client
Adding a new Ltd, CIC or LLP
We have a handy feature that allows you to add client's company information very quickly but also accurately! You can go to Companies House directly and pull this data into your Engager account For more information on what the Companies House LINK ...
Bulk Editing Clients
Bulk editing clients is a quick way to edit a group of clients details quickly and easily. In this video we take a look at how it works and some use cases for the tool Bulk Enabling Clients and their Services Realistically for your LTDs, you’re going ...
Tax References
In this video we look at how to store UTRs and other key tax reference information
Creating and customising Letters of Engagement
Creating and customising Letters of Engagement We know that tailoring your Letter of Engagement to mirror your firm is extremely important to you. We want your client’s experience to have the look and feel of your company and your core values, so ...
Adding a new client from Companies House
We have a handy feature that allows you to add client's company information very quickly but also accurately! You can go to Companies House directly and pull this data into your Engager account For more information on what the Companies House LINK ...