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Strengthen your client relationships
RQ empowers Accountants to learn more about their clients' wider needs and goals, refer them with confidence, and become more trusted advisers.
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Become indispensable.
Accountants that understand their client's personal financial goals and organisation can better anticipate needs, offer more comprehensive advice, and deliver more value for clients.
Learn more about your clients, with RQ
RQ empowers teams by giving them the tools and processes to efficiently and securely collect insights from their clients, uncover and identify needs, and take action.
Learn about clients,
deliver a better experience
RQ empowers teams by giving them the tools to efficiently and securely collect insights from clients, uncover and identify needs, and take action.
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Collect actionable insights
Gather insights on your clients' financial strength and organisation, and let RQ notify you of any actions to take.
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Easy to gather, securely stored
RQ is easy to distribute, useful for onboarding or annual reviews, is GDPR compliant, and takes minutes to complete.
Introduce with confidence.
Often, introductions to other trusted professionals are in the best interest of your clients. With RQ, you can build a trusted network, do due diligence on partners, and monitor them continually.
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Build a better professional network
RQ equips teams to find and assess the best professional firms to work with. Build a powerful professional network across multiple professions, including Accountants, Solicitors, IFAs/Financial Planners, Mortgage Brokers, and more.
Build a better professional network
RQ empowers teams by giving them the tools to efficiently and securely collect insights from clients, uncover and identify needs, and take action.
Monitor firms you work with
RQ aggregates data from key sources, ensuring you have the tools to monitor and conduct due diligence on the firms you work with.
Partner with the best
RQ Certification is awarded after a rigorous due diligence process that provides an objective means of comparing prospective partners.
Build deeper relationships
Make referral
management a breeze.
Referrals are one of the best growth channels for any professional service firm, but relationships are often reactive, under-utilised, and inefficient. RQ makes referral management 10x better.
Transform your referrals
RQ gives you complete oversight over all referral relationships and referral activity in one place.
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Seamlessly manage referral cases
Create shared referral cases with partners, upload documents, provide updates, and track how your referrals are progressing.
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Generate more client introductions
RQ unlocks referral relationships by adding transparency and efficiency, and lowering time effort to refer.