TaxCalc invites you to their event

Engager Pipeline: First Look, The New Way to Win and Grow Clients

About this event

Growing an accounting firm is about more than doing great compliance work. It is about winning the right clients, nurturing the right opportunities and making sure nothing falls through the cracks.

That is exactly what Engager Pipeline is built for.

On 4th June at 12:00pm, we are hosting the very first live demonstration of Engager Pipeline, a brand new feature that gives accounting firms a dedicated space to manage their entire business development process, from new enquiries through to signed clients.

In this session, Johann Goree and Rob Millen will walk you through everything:

  • What Engager Pipeline is and why we built it
  • How to track and manage new business opportunities end to end
  • How to distribute new enquiries to the right team members automatically
  • How to spot and act on upsell opportunities with existing clients
  • A full live walkthrough of the feature in action
  • Q&A - your questions answered live

Whether you are already using Engager or exploring it for the first time, this is a session worth being in the room for.

Hosted by

  • Team member
    T
    Rob Millen Product Director @ TaxCalc & Engager.app
  • Team member
    T
    Johann Goree Co-Founder & Head of Community @ TaxCalc & Engager.app

TaxCalc

Award-winning tax and accountancy software

Integrated tax return and accounts production - fast, efficient and affordable software for practices, businesses and self-assessment.