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

Accounting practice use cases

Client management

The whole team can track ongoing communication with clients.

Onboarding & training

Share resources and get clients up-to-speed with your processes and software.

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.

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
Branded meeting rooms

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.

Connect4 & Karbon

Client-centric accounting practices use Connect4

Accounting practice case studies

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