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.

Accountancy practices

Accounting practice use cases

Onboarding & training

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

More information

Client 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
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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Start hosting smarter client meetings today.

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