Your advisory meeting process, done
Connect4 takes care of advisory meeting admin, so you can focus on delivering value to your clients.
- Create advisory meeting agenda templates for you and your team.
- Meeting notes are stored to each client and are fully searchable.
- Turn meetings into actions by assigning tasks to team members and clients.
Host business advisory meetings that count
Connect4 is a meeting management platform that is uniquely designed for accountants who offer advisory services. It enables you to easily keep track of every type of business advisory meeting.
- New business discovery
- Client onboarding
- Monthly catch-ups
- Strategy workshops
- Cash flow forecasting
Ready to get connected?
Start hosting smarter client meetings today.Try for free No credit card required
The leading business advisory firms choose Connect4
Free business advisory agenda templates
Credit control as a service
For accountants who want to begin offering a credit control service for their business clients who trade on credit.