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 information
The whole team can track ongoing communication with clients.
New business & prospecting
Host prospective new business calls on a branded client meeting platform.
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.
Stand-ups, 1-to-1s and appraisals that are organised and stick to time.
Use alongside Zoom & Microsoft Teams
Connect4 is designed to work alongside the tools you already know and love. Power up your Zoom and Microsoft Teams video calls and host smarter client meetings.
- Meeting agendas and templates
- A complete history of meeting notes
- Easy meeting meeting summaries
- Branded client area
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.”
Nephos & Myna
“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!”
“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.”