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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
Hyperdoc is a specialized SaaS solution designed to streamline the handling of ATO documents for accounting firms in Australia. Your team can efficiently manage the entire procedure within a secure, centralized workflow, eliminating the need to spend countless hours on tasks like downloading, renaming, saving, and forwarding ATO correspondence.
Thanks to its direct integration with the ATO, Hyperdoc automatically fetches new documents as they are issued, freeing users from the hassle of logging into various portals or tracking down missing paperwork. Furthermore, it ensures that sensitive information, such as TFNs, is automatically redacted before being sent to clients, significantly lowering compliance risks and reducing manual administrative work.
To enhance client communication, Hyperdoc offers customizable, pre-built email templates along with auto-generated drafts that are ready for client presentation. The system also classifies documents automatically, assigns them to the appropriate client entity, and routes them for review, allowing your team to handle a higher volume of work with fewer follow-ups and less need for rework, ultimately improving overall efficiency and client satisfaction.
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
$100
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
Hyperdoc
Founded
2026
Country
Australia
Website
hyperdoc.lodgepro.com.au
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
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
