Getting Started
How to add email templates
Navigate to 'Settings' On the left menu, scroll down to the 'Communication' section and then select 'Message Templates' Select 'New Template' Enter a name for your new template: You can then draft your email subject and content: You can also use ...
How to use the client portal in Client Engager
In this video, we take a look at what our clients can see in their portal and how to these use it. You'll see how they sign documents and also complete forms. If you've not used Forms before, click here for more information, For more portal tips and ...
How to Get Started
Thank you and welcome aboard to Engager! We can't wait to help you and your practice become the best possible version of itself. When starting out with any new software, it's always advisable to take a moment go through set up guides and to tell the ...
How to build an AML process in Client Engager
In this video we look at how you can use custom fields to create a AML Risk assessment questionnaire. We would encourage you to consider using Xama AML rather than build your own process in Client Engager to help deliver best in class AML processes. ...
Onboarding a client / New Clients (onboarding process)
This is your way of welcoming one of your new clients into your firm. Each company will have their own way of doing things, so you can use our ideas below or keep to your current way of doing this. A good thing here though, is if you haven’t reviewed ...
Importing Clients
The quickest way to get your client into Client Engager is to use the client import tool in the settings. In this video we look at how to use the Import tool. Our number one top tip is to use it once, make sure all your data is on the import template ...
Overview of Client Engager
There's so much that Engager can do for you and your company, and in the video below, our very own Johann, will walk you through the key features from Deadline Management, your Dashboard, letters of engagement, email management, tasks and many more! ...
Self Assessment Service, Forms, Payment Reminders, Payment on Account and Automation
Self Assessment season is often a race against time for accounting practices. Between chasing clients for information and managing tight deadlines, it can feel overwhelming. But with Engager, you’re equipped to turn chaos into control. Our tools ...