General
Internal Deadlines
We have a great feature of Internal Deadlines for you to work towards an in-house goal. Do you want to get accounts finalised 6 months before the statutory deadline? More than likely! So in the system, you can set this on your jobs as a default for ...
My client can’t log into their portal / Password reset
Typical Login issues Incorrect email - check their email versus what you have stored in Engager (see below for more detail) Portal - Are they logging into the correct domain. Remember, it's YOURCOMPANYNAME.PORTAL.engager.app, it's the all important ...
How can you review completed checklists of jobs or review audit trails for completed jobs?
To access the completed checklists for each service or the audit log you go to the client by clicking their name under the client view, then click on the client summary, scroll down to see the services and checklists for each service, click on the ...
How to see how many clients have been invited/signed up to the portal?
There’s a widget on the dashboard to show you this insight. If you can’t see the widget you may have hidden it, to unhide it, go to the cog on the top right of the dashboard and you can see all widgets and can unhide the ones you want. Inviting your ...
Where can I find the portal link to share with my clients or to put on my website?
To find your portal link for your firms client portal click on settings, scroll down on the left hand menu to the heading “portal” and lick on general settings. The link will be in blue with a “copy” button next to it. It will look like ...
Can you move files into new folders?
To move files from one folder to another, open the folder the file is currently in, in the top right of the screen press “start selecting”, tick the file/s you want to move, then click on the top “move” then a pop up window listing the folders for ...
Is there an alert you can set, letting you know when a client uploads files in the portal?
To enable notifications when a client uploads documents to the client portal go to settings then find and click notifications on the left hand menu and choose who gets notifications for what notifiable section. Notifications are in the bell at the ...
Why can’t I see all my email subfolders in Client Engager?
There is a limit on the number of subfolders and the number of levels the Microsoft API allows APIs to access. We pull the maximum information we can from the Microsoft API. At the time of creating the API to Microsoft there was not a work around to ...
Why can’t I see all my email subfolders in Client Engager?
There is a limit on the number of subfolders and the number of levels the Microsoft API allows APIs to access. We pull the maximum information we can from the Microsoft API. At the time of creating the API to Microsoft there was not a work around to ...
How do firms do fee reviews in Client Engager?
Our top tip is to create a fee review service that reoccurs when you set it to for each service, make sure you mark it as an internal service so it doesn’t show on letters of engagements, then do the review when the job appears on the deadlines ...
How can I 'uncomplete' a job I have already completed?
To undo a job that you have already completed, head on over to the in question, Summary (Step 9) find the relevant Service Make sure you select the Blue Arrow to Expand, then scroll down to the select ‘Audit Trail’ You’ll then see a full audit log of ...
How does Client Engager count clients towards the subscription limit?
Client Engager only looks at “active clients’ for the count to the subscription client count. We do not count: contacts, a contact is someone related to a business or individual that is marked as a contact in Client Engager. Prospects, anyone on the ...
How does the e-signing of a document look?
Documents e-signed in Client Engager, as with other practice management, tools takes the approach of the client signing off the whole document by typing in their name to a box at the bottom of the widow where they view the document requiring ...
Transferring Jobs and Re-allocating phases to another member of the team / leaving / left?
There are times when you need to re-allocate the workload across the team - perhaps somebody's off sick or on holiday, perhaps they leave the company altogether. You're going to want to move the work out of their name and into another member of the ...
Companies house updates, what we’ll check for you and what you need to do to accept the change
We have a wonderfully help link with Companies House, via something called an API connection. This will cross reference your client’s data in Engager, against Companies House database. If there’s any differences, it will suggest you to update these ...
API Connections
At present, we have API Connections with a number of partners and services - we will often refer to these within Engager as Integrations rather than API as it's an easier term to understand. We have integrations which utilise API connections for ...
Clients and Jobs on Hold
There are times when you will need to mark a Job / Service as being 'on hold'. It could be that your battling your client for payment, meaning all services should stop until payment has been received and therefore, you want to cease all work on their ...
Tasks - how they behave and how can I find old / completed tasks
Tasks in Engager are great - they're your 'to do' your 'reminders'. Tasks can repeat, they can be assigned to other team members, they can link to emails - they're magical Once a task has been completed and hasn't been set to 'repeat', then the task ...
Tax Account Credentials
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, ...
HMRC Agent Authorisation
Coming very soon! You will be able to request authorisation for your client's services, so that you can act on their behalf, all through Engager very soon! We've been hard at work to get this done and it's over to HMRC to review and sign off. Johann ...
Email Footers and Outboxes
When you start to use Engager, we encourage you to review your personal footer and company footer. We want your communications to mirror the emails that you're already sending, so make sure that you mirror what your clients have already been ...
Import FAQ - Client has only one email address but is associated with multiple companies.
When you're importing your clients, you have face a situation whereby the same email address is being used by the LTD and a contact / director. The system will not allow duplicate emails for the import to work successfully, so here's the best way ...
Import FAQ - Client has only one email address but is associated with multiple companies.
When you're importing your clients, you have face a situation whereby the same email address is being used by the LTD and a contact / director. The system will not allow duplicate emails for the import to work successfully, so here's the best way ...
Multiple companies linked to 1 director? Need to Link Director to Company?
The system is designed to allow a single Director to act for multiple companies or be associated with multiple. All you would need to do is link them together, which you would do by locating the LTD required, then adding the Director via 'Related ...
Do I need 2 letters of engagement for a Director and LTD
With Engager, we're always trying our best to keep you on the straight and narrow, whether it be steering you to have a letter of engagement per legal entity, or making sure your automated emails are received not reported as spam - we're here to keep ...
One-off work
All accountants will need to provide one-off services from time to time, could be accounts / trial balances for a mortgage application for a client as an example or even some one-off advisory work before your client makes an important decision. These ...
How can I Archive or Delete a client
In order to Archive a client, simple locate your client in Engager, then in Section 1 General Info, change the Status from Active to Archived. These will drop off of your billing the following month also Once Archived, they will still be in your ...
Forgotten your password
We've all done it, we've all forgotten passwords so we should all be used to using the 'resets' that websites offer. But in case you've missed it, head to your domain to log in as usual - you should see a 'forgotten password' button towards the ...
Next Due Date
We often receive questions from clients who can't find the next due date of a certain job, or they're expecting to see weekly Jobs in their Jobs view. 'Why can't I see the next scheduled Job' Engager doesn't work like this but promise that the next ...
Can I use Engager for Marketing Emails
With the Engager system, we've got a handy 'bulk messaging' tool which many of you choose to use for keeping clients up to date with Budget Changes or bulk messaging their Self Assessment clients to make sure that they've paid their bill by 31st Jan ...
Companies House Error Message
The date for this service has not changed in Companies House yet, so this service cannot be completed. Try again later The error means exactly that - you've filed something with CH, could be a CS01 or accounts, but they've not been accepted and ...
Client ID / Reference
Can I change the Client ID? When new customers join Engager, they often ask whether they can Engager to sync up their existing Client References Numbers / IDs to Engager, and Engager to follow suit sequentially. Unfortunately this is not possible and ...
Changing your Engager Account - Increasing, Upgrading from Trial and Cancelling
In your Engager account, you have complete control over your subscription. Whether you're ready to move from a Trial Account, selecting a higher plan ready for an influx of customers, or if you're looking to leave, you can do this all from your own ...
How to raise an Invoice / Link Existing Invoices
In Engager, you can create invoices to then be raise / issued and sent to your client via your chosen integrated software provider, E.G - Freeagent, QuickBooks (QBO) or Xero. First you must ensure that you've set up your integrations with your ...
Creating a standalone proposal
We're currently building a feature where you can create proposals to your prospective clients. Any new features will be announced via Johann's Weekly Live sessions, on Wednesdays. Currently, it may look as though it's the Proposal and LOE which it is ...
Company Secretarial
You may have seen a few items pop up in your Engager account, items like board room minutes and shareholder details, appearing in your Document Templates - the cat's out of the bag, we're that good that we're building you a Company Secretarial ...
Adding contacts / contact only
In Engager, you have your clients broken down into their entities, LTD / Sole Trader / Individual / Director etc. There will be times when you need to add somebody within a company as a Contact Only. You should only use Contact Only, when you provide ...
Exporting emails
There may be times when you need to export a client's email correspondence. Perhaps this is required as part of a handover to a new accountant, or perhaps Data Protection SAR requests. At present, there is not a way to do this within the Engager ...
Client cannot see the documents in the portal
If your client gets in touch to say that they can't find a document to review, then the first think you'll need to check is your Folder Templates settings. Head to Settings - Portal - Folder templates From here, review the folders paying close ...
Client cannot see the documents in the portal
If your client gets in touch to say that they can't find a document to review, then the first think you'll need to check is your Folder Templates settings. Head to Settings - Portal - Folder templates From here, review the folders paying close ...
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