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
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
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
“Every now and then I see an app that looks that will make a real improvement to the way business owners run their practice and Connect4 is doing just that!”
Peter Jarman
PJCO Accountants
“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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