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Make every client meeting count. Connect4 gives accounting teams everything they need to deliver outstanding client discovery, onboarding and advisory meetings.

Overview

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
9 Reviews
5 star(100%)
4 star(0%)
3 star(0%)
2 star(0%)
1 star(0%)
AT
Andy Turpin
Posted
5 out of 5 stars

supercharge your meetings

Great app to keep all your internal and client meetings in 1 place. Set agendas, record actions and share with all relevant stakeholders.
TC
Todd Chaddon
Posted
5 out of 5 stars

Connect 4 is a WIN!

Connect 4 single-handledly helped me win a client. He was so impressed with the C4 experience, he signed on with me without hesitation. That was almost two years ago, and he still remarks how much he likes Connect 4 during our monthly meetings! I love this software! It is a winner!
HV
hetty verney
Posted
5 out of 5 stars

Fabulous

We have been using Connect 4 for the past few months and we and the client absolutely love it. From sending out the agendas, setting the next meeting date, adding the minutes and the actions to adding the resources makes life so much easier and keeps everything all in one place. I would highly recommend.
Additional info

Shared data

Xero
Connect4
Usersshared from Xero to Connect4

App details

Added in 2022

Countries

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

Languages

English

Support

Setup walkthroughContact supportsupport@connect4.co.uk

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