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By Connect4
5 out of 5 stars
Connect4 by Summa Tech. Make every client meeting count. Connect4 gives accounting teams everything they need to deliver outstanding client discovery, onboarding and advisory meetings.
out of 5
Reviewed by
Xero users
Listed for
1 year
June 2022
Key functions
Accountant tools
Practice manager


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.

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Connect4 + Xero

Integrate Xero and Connect4 for smarter meetings with your Xero Practice Manager clients.

This integration enables you to import your teammates from XPM directly into Connect4.

Reviews & ratings

5.0 out of 5 stars
15 Reviews

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Most recent reviews

Kay Westmorland
Posted 22 Oct 2022
5 out of 5 stars

Phenomenal App

I find that I am finding more and more ways that Connect4 helps me manage my client relationships, the work that needs to be done to keep client work up to date as well as managing meetings. I could not manage without it now!!
Olivia Ney
Posted 16 Sep 2022
5 out of 5 stars

THE BEST Meeting App

Connect4 is a total game changer. It is by far the best meeting app in the market. It is invaluable. It is one our our most important apps. It saves time on many levels and superbly organises and structures meetings. Highly recommended
John Barrow
Posted 15 Sep 2022
5 out of 5 stars


Brilliant software that keeps our staff and our clients happy

Additional info

Shared data

Usersshared from Xero to Connect4


Accountant toolsPractice manager



App details

By Connect4
Added in 2022


Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States




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