RQ is the no.1 referral management for accountants, designed to help firms streamline, automate, and track referrals seamlessly. By centralising relationship management and empowering and protecting firm-wide referral activity, RQ ensures that firms strategically manage their professional referrals better, and grow.
RQ protects teams, ensuring referrals made to other professionals adhere to industry compliance guidelines, thanks to its collaboration with ICAEW and alignment with ACCA standards.
Firms can gather an audit trail of referral activity, automate client consent letters, and retain visibility of referred clients with ease.
Compass, the client diagnostic part of the platform, helps firms identify which clients may benefit from additional services, or should be referred to other businesses.
With RQ, accounting firms can easily enhance their referral activity, helping to boost client relationships and revenue growth without the usual manual workload.