RQ's Outlook App makes referring even easier than sending an email.
All whilst ensuring cases are tracked, compliant, and visible across your firm.
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Most referrals still happen by email. That creates a poor client experience, little visibility of introductions, compliance risks (no proof of client consent or audit trail), and lost revenue from.
Even with the best intentions from advisers, firms are left exposed to risk while missing huge growth opportunities—and remain blind to the true value of their client referrals.
RQ’s app deploys centrally to all of your team's inboxes. It works in the background to spot referrals as they happen, prompt advisers to send or log them, and capture everything automatically - giving you visibility, audit trails, and revenue tracking without disrupting how your team works.
Add Compass in to your offering for clients. Gather insights by adding it in to your client onboarding, as part of your end-of-year tax planning, or during annual reviews.
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Accountants have historically faced challenges when it comes to gathering deep insights or maintaining client relationships that truly explore and understand their needs.
We built Compass to change that—helping accountants unlock the hidden value in their client data. By giving firms a complete, actionable view of their client base, Compass empowers advisers to offer more proactive and personalised services.
Whether it’s identifying new upselling opportunities, recognising clients who need referring to other specialist advisers, or ensuring no client falls through the cracks, Compass helps accountants turn data into smarter advice and stronger client connections.
1) Spot growth opportunities within your client base and expand your service offering.
2) Deliver tailored advice based on real-time client information, deepening trust and loyalty.
3) Quickly identify clients who would benefit from introductions to trusted external advisers.
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