RQ referral integration for UK accountants

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 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 straightforward process.

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:

• Professional service referrals (e.g., financial advisers, mortgage brokers).
• Internal referrals within multi-service firms.
• Fee-sharing referrals that require explicit client consent.

RQ prioritises data security and uses industry-standard encryption to protect client information. It ensures all referral processes are secure, compliant, and auditable.