Onboard clients without the admin
Proposals, engagement letters, AML checks and deadlines in one place.
- Made for UK practices
- 30-day free trial, no card
- Unlimited users on every plan
- Data stored in the UK and EU
From first conversation to first invoice
Replace the spreadsheet, the Word templates, the e-sign tool and the AML portal with one workspace that does it all.
Proposals that price themselves
Build your service catalogue once with pricing rules for turnover, transactions and payroll. Every proposal is quoted in seconds and accepted online.
- Fees worked out from your own pricing rules
- Clients accept and sign from any device
- See when a proposal has been opened
Deadlines that track themselves
Accounts, confirmation statements, VAT and Self Assessment dates pulled from Companies House and kept up to date automatically.
- Jobs created from each client's services
- Board, list and calendar views
- Job statuses you can customise
AML and ID checks built in
Run identity and anti-money laundering checks on clients and officers, with risk assessments and a full audit trail ready for your supervisor.
- ID document, liveness, sanctions and PEP checks
- A register showing who's due a review
- Evidence kept with the client record
Get paid on autopilot
Collect recurring fees by Direct Debit the moment a proposal is accepted, and sync clients and invoices with your ledger.
- Recurring invoices raised from agreed fees
- Direct Debit through GoCardless
- Invoices and payments synced with Xero
Engagement letters, done right
Letters and schedules of services generate automatically from accepted proposals, using wording aligned with your professional body.
Onboarding clients actually finish
A clean, mobile-friendly portal where clients sign, upload ID and set up Direct Debit in one sitting. No chasing.
Email in one place
Connect Gmail or Outlook and see every client's emails on their record, linked to the jobs they're about.
Chasers that send themselves
Automatic reminders for missing records, outstanding document requests and overdue invoices, paused per client when you need to.
Signed, checked and paying in minutes
- 1
Add a prospect
Type a company name and we pull the details, officers and filing dates from Companies House.
- 2
Send a proposal
Pick services, let your pricing rules do the maths, and send a branded proposal in under two minutes.
- 3
They sign, you start
The client accepts, signs the engagement letter, passes ID checks and sets up payment in a single flow.
Practice software that doesn't feel like work
Fast everywhere
Pages load instantly and data is ready before you click. No spinners.
Designed, not bolted on
A calm, modern interface your team will actually enjoy using.
Fair, simple pricing
Transparent monthly plans. No setup fees, no long contracts.
Made for UK practices
Companies House, HMRC deadlines, UK AML rules and GBP throughout.
Verrin and Engager
Both are priced by active clients with unlimited users. The difference is how much is built in.
| Feature | Verrin | Engager |
|---|---|---|
| Invoicing and recurring fees | Built in | Through Xero, QuickBooks or FreeAgent |
| Direct Debit | Built in, with GoCardless | Through Adfin |
| ID and AML checks | Built in | A questionnaire, or third-party providers billed separately |
| Job statuses | Your own | A fixed list |
| Calendar of deadlines | Included | Not available |
| Emails linked to jobs | Included | Not available |
Based on Engager's public website and help centre in October 2026. Features change, so check engager.app for the latest. Engager is a trademark of its owner.
Questions, answered
Spend your time on clients, not paperwork
Set up your practice in five minutes and send your first proposal today.