Effortlessly access RQ’s leading referral management platform from Engager to drive better client outcomes and streamline referral processes.
RQ is the #1 referral management platform, helping businesses streamline client referrals, ensure compliance, and track opportunities seamlessly. Trusted by growth-focused firms across the UK, RQ enables accountants, bookkeepers, and professional firms to improve collaboration, manage compliance, and boost revenue from introductions.
Our integration allows Engager users to access RQ’s powerful platform with a single click, making referral management easier and more efficient.
Need more help? Visit our help centre for detailed guides.
Engager.app cannot take responsibility for the content found on third-party websites.
RQ is a referral management platform that helps accountants and bookkeepers securely send, automate, and track client referrals while ensuring compliance. It streamlines the referral process, saving time and reducing administrative overhead.
Within Engager.app, you can seamlessly access the RQ platform with just a click. This quick link makes it easy to manage your referrals without needing to switch between systems.
Yes! RQ ensures compliance by automating client consent for referrals and fee-sharing arrangements. It uses pre-approved disclosure letters, e-signatures, and a full audit trail to keep your processes within regulatory guidelines.
RQ generates automated disclosure letters, collects electronic client signatures, and securely tracks the entire process, ensuring a compliant and hassle-free experience.
Yes, RQ provides real-time tracking of referrals. You can see the status of sent referrals, monitor client consent progress, and maintain a clear audit trail.
You can manage a variety of referrals, including:
RQ prioritises data security and uses industry-standard encryption to protect client information. It ensures all referral processes are secure, compliant, and auditable.
One Day Dedicated to Practice Management for Accountants and Bookkeepers 🚀🚀🚀
Try Engager for Free
Take a 28-day trial or book a demo
What our users say
Subscribe to our newsletter for all the latest news, tips, and insights delivered straight to your inbox. Subscribe now to stay ahead in practice management.
