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.
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.
Connecting your Xero Practice Manager account to Connect4 is easy. Start by heading to My Integrations from the drop-down menu in the top right corner of Connect4. Click the button to log in with your Xero account and you’re away!