Accountancy practices
Professional client meetings for ambitious accounting teams
Connect4 helps accounting practices to scale by enabling teams to consistently deliver 1st-class client experiences.
Accounting practice use cases
Onboarding & training
Share resources and get clients up-to-speed with your processes and software.
More informationClient management
The whole team can track ongoing communication with clients.
New business & prospecting
Host prospective new business calls on a branded client meeting platform.
Advisory services
Schedule recurring coaching sessions for ongoing business advice.
Virtual Finance Director
Deliver VFD and VCFO services from a consistent virtual meeting room.
Cashflow & management accounts
Present forecasting and management accounts from a professional location.
Team meetings
Stand-ups, 1-to-1s and appraisals that are organised and stick to time.
More professional than Zoom
Zoom is a great platform for social catch-ups, ad-hoc calls and webinars. But it’s not designed for teams who deliver regular client meetings.
Connect4 combines video and professional meeting tools in one unique space.
- Branded meeting pods
- Meeting agendas and templates
- A complete history of meeting notes
- Send a meeting summary
- One-click no-fuss video
Works alongside your practice management software
Connect4 doesn’t replace your practice management software or CRM — it works alongside it.
Copy meeting records and actions into Karbon, Pixie, Senta, Xero Practice Manager, Accountancy Manager, HubSpot... et al.
Client-centric accounting practices use Connect4
Accounting practice case studies
“I love it because I can quickly look back at past meetings… I’m often strapped for time so I like the fact that everything is in one convenient place.”
Joe David
Nephos & Myna
“The workflow with agendas, actions, and minutes is really important for us with clients. Otherwise, it’s not a meeting; it’s a chat! There has to be a purpose to it.”
Andy Turpin
PEM
“Connect4 is a great tool! You can see what you are talking about. You can see what you agreed to in the last meeting. There’s no argument!”
Richard Brewin
ProgressBB
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