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What is Engager.app?

Launched in 2023, Engager.app is already one of the leading practice management solutions used by small accounting firms in the UK. It provides everything accountants need to manage clients, deadlines, workflow, email and their team in one easy-to-use app.

Engager.app has done an amazing job of creating a deep integration to the Xama platform which helps their users streamline the client onboarding process.

Engager.app’s great functionality combined with a vibrant community and competitive price fits perfectly with what Xama offers accountants.

Engager.app’s integration with Xama

Engager.app has developed one of the most comprehensive integrations to the Xama platform. It allows users to streamline the client onboarding process, but also to stay on top of ongoing compliance requirements.

Engager.app users can:

Create or link clients from Engager.app to Xama.
Track the status of onboarding requests and AML checks.
Create and view the status of client risk assessments.

Contact data is kept up to date in both systems in real time, reducing any duplicate data entry.

Getting Started with Engager.app and Xama

It is simple, quick and free to get started:

To get Xama Onboarding implemented with Engager.app is quick, completely free and we will support you every step of the way.

Implementation consists of the following steps, and you can get going straight away:

Sign up for a free Engager.app and Xama account.
Navigate to Settings within your Engager.app account and scroll down until you see the Xama integration listed within the left hand menu.
Choose to authorise Xama with Engager.app. You will be presented with a link to your Xama account where you will find all the credentials that you need.
Simply copy your Xama credentials into your Engager.app account and authorise.
You can now start to create new clients directly from Engager.app or link your existing Xama clients to Engager.app records.
When you are on a client record in Engager.app you will notice the Xama tab where you can keep track of all operations in Xama.

You can view the video, produced by Engager.app, on how to link your Engager.app account to Xama here.

A proven solution for firms of all sizes

We work with a wide range of accountancy practices to deliver an AML solution tailored carefully to their needs.

Some of our existing users include: