Client Engager Portal

We are now in collaboration with Client Engager to enhance the experience for our clients.   

Within Client Engager, you will be able to:

• Upload documents/invoices/receipts and any other information you need to share with us
• Access a list of current services we provide you with along with current fees
• Review and Sign engagement letters
• Access to previous accounting records including tax computations

How do I download the Client Engager app to my phone? 

• Apple App Store
• Google Play Store

Once you have set up your Client Engager account then log in to your account (on a computer rather than your phone).
Click on your name in the top right hand corner
Choose Link our Mobile App

Open the app on your phone and scan the QR code displayed on your computer
Log in on your phone.