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Description
Engager.app is a cloud-based platform specifically designed for accountants and bookkeepers in the UK, developed by professionals in the field to streamline firm operations, enhance task management, and boost profitability. The software integrates various features, including workflow management, client communication, engagement letters, proposals, pricing options, e-signature capabilities, checklists, forms, time tracking, dashboards, document templates, and a personalized client portal, all within a single cohesive system. By utilizing Engager, firms can eliminate disorganization through advanced tools and improved workflows, allowing teams to meet deadlines effectively, assign tasks rapidly, visualize projects using Kanban boards, and let automated reminders manage follow-ups to ensure nothing is overlooked. Its continuous automated administrative features work around the clock, handling record requests, client reminders, and follow-ups autonomously, which minimizes unnecessary emails and saves valuable time. Additionally, firms can effortlessly create professional and compliant Letters of Engagement within minutes by leveraging customizable templates and automation. This innovative approach not only enhances efficiency but also empowers firms to focus more on delivering quality services to their clients.
Description
Ettex offers a comprehensive office suite designed with a local-first approach, ensuring that your documents reside on your device, can be accessed offline, and seamlessly sync across various devices, rather than being stored in a third-party cloud. This suite encompasses 18 interconnected applications tailored for daily tasks, including Docs, Sheets, Slides, Notes, Forms, fillable PDFs, Mail, Chat, and Calendar. Additionally, it provides essential tools for business operations such as a CRM featuring a visual deal pipeline, invoicing, bookkeeping, e-signatures, Kanban boards, organized records, a website and store builder, a collaborative team workspace equipped with role management and an audit log, and a developer API for automation purposes. All features are interconnected, allowing for seamless navigation where invoices can link to contacts and forms can contribute to records, thus eliminating the hassle of managing multiple subscriptions. Files can be imported and exported in various formats like DOCX, XLSX, PPTX, PDF, ODT, CSV, and Markdown, ensuring that you are never locked into a single platform. The synchronization of shared documents and team workspaces is protected with AES-GCM encryption for added security. Ettex is accessible both through a web browser and as a desktop application for Windows and Linux platforms. Users can start with a free tier, enjoy a 14-day Pro trial without needing a credit card, and choose plans starting at just $9 per user each month, making it a versatile option for individuals and teams alike. This flexibility and extensive feature set make Ettex an attractive solution for anyone looking to enhance their productivity in a secure and efficient manner.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Adfin
QuickBooks Online
Xero
Pricing Details
$12.17 per month
Free Trial
Free Version
Pricing Details
$9/user/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Engager.app
Founded
2018
Country
United Kingdom
Website
engager.app/
Vendor Details
Company Name
Ettex
Founded
2026
Country
Norway
Website
ettex.cloud
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Product Features
Office Suites
Calendar & Scheduling
Charts / Graphs
Collaboration Tools
File Management
PDF
Presentations
Spreadsheets
Text Chat
To-Do List / Notes
Web/Video Conferencing
Word Processing