Bridge the gap,
‍strengthen relationships

Bridge the gap between your clients' business and personal circumstances, uncover opportunities to add value, and build a trusted network of referral partners.
See moreCreate Account
Two people speaking to each other about finances, graphic

Become indispensable.

Accountants who understand their clients' personal financial goals and organisation can better anticipate needs, offer more comprehensive advice, and deliver more value.

RQ Compass Charts

Learn more about your clients

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.

RQ Compass Charts

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.

RQ dashboard compass view

Collect actionable insights

Gather insights on your clients' financial strength and organisation, and let RQ notify you of any actions to take.

RQ Compass sharing options

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 financial planners and other 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.

RQ certified and customer discussion

Build a better professional network

RQ equips Accountants to find and assess the best professional firms to work with. Build a powerful professional network across multiple professions, including Solicitors, IFAs/Financial Planners, Mortgage Brokers, and more.

RQ Compass Charts

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.

RQ monitoring graphic

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.

RQ dashboard compass view

Partner with the best

RQ Certification is awarded after a rigorous due diligence process that provides an objective means of comparing prospective partners.

Learn more

Comply

RQ's referral wizard is compliant by default. Built with guidance from the ICAEW, RQ de-risks referral activity for your accountancy practice.

Regulatory uncertainty hinders collaboration
Ensures compliance with regulatory rules by default
Generates an audit-trail for your DPB annual return
Compliance graphic
Compliance graphic

Comply

RQ's referral wizard is compliant by default. Built alongside the ICAEW, RQ de-risks referral activity for your accountancy practice.

Regulatory uncertainty hinders collaboration
Ensures compliance with regulatory rules by default
Generates an audit-trail for your DPB annual return
Collaboration Graphic

Collaborate better

RQ streamlines data sharing between firms, saves you time and effort, and delivers a more seamless experience for your shared clients.

Ineffective intra-firm collaboration
Streamline data sharing for a better client experience
Save time and effort; improve transparency

Build deeper relationships

Book Demo
Create Account