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FreeAgent’s new Client Engager integration is on its way

15th May 2024
Brought to you by
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Award-winning accounting software for small business owners and their accountants and bookkeepers.

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We're excited to announce that, due to popular demand, FreeAgent will soon integrate with Client Engager, a user-friendly practice management software designed specifically for accountants and bookkeepers.

FreeAgent and Client Engager
FreeAgent

Once launched later this month, this new integration will allow you to sync contacts, invoices and more between the two softwares, saving your practice valuable time and reducing potential errors.

More than an integration: a collaborative future  

FreeAgent and Client Engager envision this integration as a first step into a wider partnership between the two companies, eventually aiming to deliver even more game-changing task management features in the future. 

Johan Goree, co-founder of Client Engager, said: "Our vision has always been to empower our community of accountants and bookkeepers with innovative solutions to streamline their workflow and enhance client engagement.

“Partnering with FreeAgent allows another segment of our community to benefit from integrating their practice management tool and their accounting and bookkeeping solution.

Our close working relationship, shared commitment to innovation and our user communities makes this partnership particularly exciting.

“Working together, we aim to deliver an enhanced integration that simplifies tasks, centralises client management, and ultimately drives efficiency in practices, allowing them to be more client-focused.

“This partnership represents more than just a connection between platforms; it's a testament to our aligned ambitions and shared dedication to supporting accountants and bookkeepers. We're thrilled about the additional possibilities and features this partnership presents and look forward to further enhancing the experience for Client Engager and FreeAgent users.”

Stewart Hurd, Chief Sales Officer at FreeAgent, said: ”We’re delighted to announce this new partnership with Client Engager, which we hope will be a huge boost for managing client admin for our accountancy and bookkeeping partners. 

“Client Engager is one of the biggest and most innovative names in the practice software space. We’re really looking forward to showcasing this partnership to our partners so they can see just how beneficial the integration will be for streamlining their practice admin.

“We expect this integration between FreeAgent and Client Engager to become even deeper and more sophisticated in the future, which will benefit accountants and bookkeepers further.”

How can I get started? 

First of all, why not give FreeAgent accounting software a try with a free trial? Once you're signed up, you'll be able to connect your Practice Dashboard to Client Engager. You can find out more about Client Engager here.

Find out more about FreeAgent and discover the powerful features that can help you and your clients flourish.

This post was originally published on the FreeAgent blog.