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.
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
Ready to get connected?
Start hosting smarter client meetings today.
Try for free No credit card required