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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
Get started with our accounting software designed specifically for small and medium-sized enterprises today. It provides all the essential tools needed to streamline accounting tasks, making them more efficient, user-friendly, and dependable. With millions of processed transactions, you can trust in its established reliability. Experience software that meets all your SME management requirements. The installation process is quick, and the software features an intuitive graphical interface for easy navigation. The advantages it offers are endless, including a user-friendly Point of Sale Terminal software. It evolves with a touch-friendly setup that can be fully customized to suit various business sectors such as hospitality, retail, and workshops. Additionally, the Document Management module enables you to link each entry to a scanned document, image, PDF, spreadsheet, and more. Say goodbye to the hassle of searching through filing cabinets for documents, as Visionwin Accounting securely stores everything and allows you to access copies whenever needed. You can also conveniently send records of purchase and sale invoices directly to the SII system of the Tax Agency. This software not only enhances productivity but also simplifies compliance with tax regulations.
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
€119 per year
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
Visionwin
Founded
2012
Country
Spain
Website
www.visionwin.com/index.html
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 Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
