Item List
Do I have to download the app?
No, you can continue to approve documents on your computer. The app is also a nice way to approve documents if you find that more convenient. The app is being developed so expect more features and functionality to come.
What’s the web address for the new portal?
It’s https://writerstax.portal.engager.app/ – and we’ve added this to our email signature to make it easy to find.
How do I download the Client Engager app to my phone?
Once you have set up your Client Engager account then log in to your account (on a computer rather than your phone).
Click on your name in the top right hand corner
Choose Link our Mobile App
Open the app on your phone and scan the QR code displayed on your computer
Log in on your phone.
What will happen to my documents in Senta?
We’re retaining Senta for the next year so you’ll still be able to access any files on there as usual. We’ve a process in place to download any files that are on Senta so that no information is lost. It would be a massive exercise to put all these documents onto Client Engager so we’ll only put on things that are specifically requested.
Why are you changing?
We’ve used Senta for a number of years and been perfectly happy. About 3 years ago it was acquired by a very large company and we’ve seen no developments in the product since. We’re particularly concerned that we’ll be given very short notice and be forced to move to a new product that we haven’t chosen. We don’t want that uncertainty for us or our clients.