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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
Nomi offers a full cloud-based accounting solution built for accountants and small businesses across the UK. Our all-in-one platform includes tools for bookkeeping, VAT, payroll, final accounts, company tax, self-assessment, partnership tax, practice management, company secretarial, and client relationship management (CRM).
What sets Nomi apart is that everything is built into one software. It’s designed especially for accounting and bookkeeping firms, with full access for both the practice and its clients to manage bookkeeping and payroll.
Strengthen client relationships with built-in CRM and practice management tools that help you work more smoothly and stay on top of every task. With Nomi, you can create clear professional invoices, link to bank feeds, and view real-time reports, all in one secure and easy-to-use cloud platform.
Improve your efficiency, stay better connected with clients, and manage your entire practice from anywhere.
API Access
Has API
API Access
Has API
Integrations
Adfin
QuickBooks Online
Xero
Pricing Details
$12.17 per month
Free Trial
Free Version
Pricing Details
£12+VAT per 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
Nomi
Founded
2013
Country
United Kingdom
Website
www.nomi.co.uk
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
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
