Connect4 helps accounting firms run smarter and more actionable meetings with their clients. It’s equipped with a unique suite of tools that make it easy for anyone in the team to run truly valuable client meetings.

Why run smarter client meetings? • Make clients happy. Happy clients spend more, for longer. • Improve team efficiency. No more repeating old information. • Build trust. Transparency and accountability are key to long-lasting client relationships.

What does Connect4 do? • Prepare professional meeting agendas with ease. Use expert templates or build your own. • Assign pre-meeting actions. Make sure everyone knows what they should prepare in advance. • Make a record of every discussion and decision. Total meeting transparency for attendees. • Turn meetings into actions. Keep everyone accountable by assigning actions for next time.