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ConnectQR for Accountants & tax professionals

Your client asked who could help. You knew someone.

Follow Priya as an informal advisor relationship becomes a useful introduction, without losing the context or treating private client records as networking material.

An illustrative story with fictional people. Scroll to follow the conversation.

01 / The moment

The question came after the workshop.

Priya has just finished a small-business workshop when an owner asks who can help with a messy operations handover. She met someone at last month's mixer. Now she has to work out which name belongs to that conversation.

Your usefulness often extends beyond your own service.

Continue the story ↓

02 / The missing context

The relationship got buried under the work.

Deadlines took over. The useful specialist became one more contact without context. Priya wants to reconnect for a reason, and she wants the owner to choose whether to be introduced.

Keep the shared focus without moving private records into your network.

Continue the story ↓

03 / A different way

Start with what someone chooses to share.

At the next workshop, guests can use Priya's code to introduce themselves in the browser. She keeps simple relationship notes about the people she meets and the follow-up she offered.

Met at
Small-business workshop
Focused on
Help finding an operations specialist
The promise
Ask a consultant about an introduction

A quick introduction can preserve a useful conversation.

Continue the story ↓

04 / The warm introduction

Give your trusted colleague the context.

Priya knows Maya, who knows an operations specialist. Maya can propose the introduction and explain the fit. Both people accept before it proceeds. Sensitive financial information is not needed to start that conversation.

A short, reviewed introduction is enough to ask for a next step.

Continue the story ↓

05 / Your next possibility

Keep your circle ready for the next question.

Priya can return to her relationship context and record introduction outcomes. Next time an owner asks who can help, she has a better starting point than a stack of cards from a workshop.

Make your next advisor relationship easier to remember.

Make it your next step ↓

Bring it into your work

What changes in your day?

Preserve workshop conversations

Guests can introduce themselves without an account or app.

Recall the right colleague

Pro memory uses context you have recorded.

Keep a record of the introduction

Track accepted introductions and their outcomes in the network.

A few things to know before you begin.

Should client tax or financial records be stored here?

Use ConnectQR for relationship context. Keep sensitive records in your established client systems, and share only information intended for an introduction. Private relationship notes do not appear in brokered discovery.

What can I start with for free?

The Attendee plan includes 35 accessible CRM contacts, basic notes, unlimited mutual 1:1 handshakes, and receiving warm introductions. Guest captures continue beyond the CRM allowance; excess CRM records stay locked until you upgrade. Pro is $29/month and adds unlimited contacts, AI memory, the visual constellation, brokered service discovery, and reviewed AI introduction drafts.

Compare the plans ↗
Can guests scan without an app?

Yes. The guest introduction form opens in their browser without an app download or ConnectQR account. Joining their own network is a separate choice.

Try the scannable demo ↗

Your next chapter

Remember who can help before the next client asks.

Build my advisor circle ↗

Start with 35 managed contacts for free. No payment card required. No app for your guests.

Try a handshake before signing up ↗

Your network crosses industries

Meet someone on the other side of the introduction.

Explore all ten industry stories ↗

Keep the conversation going

Better follow-through, one useful idea at a time.

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