FreeAgent and Client Engager join forces to streamline admin for accountancy practices

• Online accounting software leader FreeAgent agrees new partnership with practice management & pricing software company Client Engager
• Partnership will see data integrated between FreeAgent and Client Engager systems, helping accountants and bookkeepers work more efficiently

FreeAgent has agreed a new partnership with practice management and pricing software company Client Engager, which aims to streamline practice admin for thousands of UK accountancy and bookkeeping firms.

The two innovative fintech companies have joined forces to build a new data integration between their software systems, enabling accountants to save valuable time by automating their regular admin tasks and centralising their client management processes.

Through the integration, workflows and checklists in Client Engager will automatically trigger activity in FreeAgent, allowing users to keep track of all deadlines centrally, saving them time and reducing errors. In addition, users will be able to add and sync new clients, helping them work even more efficiently.

FreeAgent and Client Engager envision the launch integration as the first stage of a wider partnership between the two companies, which will eventually deliver even more sophisticated task management features in the future.

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 our accountancy and bookkeeping practice partners when it comes to managing their client admin.

“Client Engager is one of the biggest and most innovative names in the practice software space, who helps practices to automate regular tasks, centralise their client management and provide comprehensive reporting tools for managing their practices efficiently. 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.

“What’s even more exciting is that this is just the start of our partnership. 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 even further.”

Johan Goree, co-founder of Client Engager, added: "As Co-Founder of Client Engager, my vision has always been to empower our community of accountants and bookkeepers with innovative solutions that 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 our user communities to spend more time 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 our accounting and bookkeeping communities. We're thrilled about the additional possibilities and features this partnership presents, which we are already discussing, and look forward to further enhancing the experience for Client Engager and FreeAgent users.”