Engager.app 17+

Client Portal App

Client Engager

    • 5.0 • 2 Ratings
    • Free

iPhone Screenshots

Description

The client portal allows clients of firms using Engager.app to access their documents, upload documents, and e-sign documents.

It provides a quick and easy way for accountants and bookkeepers to securely share documents with their clients and request documents to be signed.

The app also provides a secure place for clients to review and download documents from their accountant and bookkeeper, book a meeting, and contact the accountant or bookkeeper.

What’s New

Version 1.0.7

- We have added a new method to easily connect your app to the right portal, streamlining navigation and accessibility.
- You can now download files directly from the portal for more convenient access and offline use.

Ratings and Reviews

5.0 out of 5
2 Ratings

2 Ratings

App Privacy

The developer, Client Engager, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Location
  • Contact Info
  • User Content
  • Identifiers

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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