Looking for an Engager alternative?
Engager was built by a UK accountant and earned a loyal following. In May 2025 it was acquired by TaxCalc (Acorah Software Products). If the change of ownership has you weighing your options, here's a straight comparison — including where Engager genuinely wins.
What's changed at Engager
In May 2025, TaxCalc acquired Engager to anchor its push into practice management. TaxCalc is an established UK vendor — and, since late 2024, one with private-equity investment behind it (STG Partners). Engager is now marketed as “Engager.app by TaxCalc”, with an integration roadmap tying it into the TaxCalc suite.
For many users that will be fine, or even good news. But acquisitions change products: roadmaps get re-prioritised around the new owner's suite, and pricing structures get reviewed. If you picked Engager because it was independent and single-mindedly focused, the thing you bought has changed shape — and it's reasonable to look at what else is out there before your next renewal.
Pricing changed too. Engager ran a “Price Promise” that held early adopters' rates; it was withdrawn from 28 November 2025, and standard pricing terms have applied since. If you joined Engager on the strength of that promise, it's a fair prompt to compare your options before your next renewal.
How Sodium compares
Sodium shares Engager's pricing philosophy — priced by clients, not users — and its UK-first outlook, but it's independent and founder-owned: built by Duane Jackson (previously KashFlow and Staffology) with no external investment.
Like Engager, Sodium includes proposals, engagement letters, a client portal and task management in every plan. On top of that, Sodium adds a connected team mailbox, bulk email, client billing, and a built-in MCP server that lets AI assistants like Claude work with your practice data.
What Engager does well
A lot. Engager is honest value: from £9+VAT/month with every feature included at every tier, unlimited users, a 28-day free trial, and a support reputation built by a founder who was himself a practising accountant. Its Trustpilot reviews are overwhelmingly positive. If it's serving you well and the TaxCalc roadmap suits you, staying is a perfectly good decision.
Side by side
| Engager | Sodium | |
|---|---|---|
| Pricing model | Per client, from £9+VAT/month; unlimited users | Tiered by client count — up to 25 users included, no per-user charges |
| Public pricing | Yes — online calculator by client count | Yes — free for up to 5 clients, from £25/month (+VAT); full pricing calculator online |
| Free trial | 28 days, no card details required | Free one-month trial, no card required |
| Ownership | TaxCalc (Acorah Software Products) — acquired May 2025 | Independent and founder-owned — no external investment |
| Client portal | Included | Client portal included |
| Proposals & engagement letters | Included | Proposals and engagement letters included |
| AI assistant access | — | Built-in MCP server — connect Claude and other AI assistants to your practice data |
Last checked 11 July 2026. Engager pricing and features may have changed since — always confirm current details with the vendor. A dash (—) means the item wasn't listed on the vendor's public site when we last checked.
Moving your data
Moving from Engager is a well-trodden path: export your clients and services as CSVs, then use Sodium's import tools to bring across clients, contacts, and service assignments. Our step-by-step guide to migrating from Engager walks through the whole process — it was written from real Engager migrations.
Common questions
Can I import my clients from Engager into Sodium?
Yes. Export your clients and services from Engager as CSV files and use Sodium's import tools. The step-by-step guide at sodiumhq.com/guides/migrating-from-engager covers clients, contacts, and service assignments — it was written from real Engager migrations.
How does Sodium's pricing compare to Engager's?
Both price by client count rather than per user. Engager starts at £9+VAT/month; Sodium is free for up to 5 clients and starts at £25/month (+VAT) for up to 25 clients, with up to 25 users included. Sodium is not the cheaper option — firms switch for the connected mailbox, billing, AI integration, and independent ownership rather than to save money.
Who owns Engager now?
Engager was acquired by TaxCalc (Acorah Software Products) in May 2025 and is marketed as Engager.app by TaxCalc. TaxCalc took investment from STG Partners in October 2024.
Is there a free trial of Sodium?
Yes — one month free with no card details required, and the free tier for up to 5 clients has no time limit.
Does Sodium have a client portal and e-signing like Engager?
Yes. Every Sodium plan includes a client portal, document approvals and client confirmations, proposals, and engagement letters.
“I've tried other practice management solutions but find they're always heavy work to get them set up — but yours feels a breeze!” — Anne Sievewright
Ready to make the switch?
Sodium is free for up to 5 clients, with no card required. Turn off the features you don't need and it fits a practice with 5 clients or 5,000 — import your clients, contacts and services in minutes.
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