Make every meeting count

Connect4 gives you and your team the structure you need to consistently deliver outstanding client meetings.

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Power-up your video software

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Define the perfect playbook for every type of client meeting

Recipes for client success that the whole team can follow.

Discovery meetings


Make the right impression on new business discovery calls.

Onboarding meetings


Systemise your process for bringing new clients onboard.

Advisory meetings


Consistently deliver first-class business advisory sessions.

Client centric companies choose Connect4

Connect4 and Karbon

The meeting platform for Karbon users

Connect4 works seamlessly alongside your practice management system.

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Customer story

How Tennick Accountants use Connect4 with Karbon to push boundaries

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Tennick Accountants

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Stop writing meeting agendas from scratch

We have templates for every type of meeting from leading experts in the accounting industry.

  • Discovery / sales
  • Client onboarding
  • Business advisory
  • Team meetings
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Expert Agendas