Our suite of client engagement and business performance tools, exclusively available through OneSpace, allows you to work smarter, operate more efficiently, improve profits, and reclaim time to focus on what matters.
Rely on the Rightworks Connect suite
Connect IQ, Connect Offer and Connect Central work together, making Rightworks Connect the leading client engagement and business performance product suite available to accounting firms and small businesses.
- Grow revenue with the clients you already have.
- Increase efficiency, not workload.
- Service clients more effectively.
Your business fitness tracker
Connect IQ’s advanced analytics, financial monitoring tools, dynamic reporting and tailored recommendations help enable data-driven decisions. With Connect IQ, you’ll:
- Optimize your cash flow.
- Surface new revenue opportunities with existing clients.
- Maximize sales and profits with optimal pricing.
- Foster deeper client relationships with client insights.
- Flag accounts at risk for churn.
- Discover who your ideal clients are.
Unified client management
Connect Central advances client management by serving as a central hub for gaining visibility into all of your clients’ accounting software landscape. With Connect Central, you’ll:
- Quickly identify opportunities for clients on services and upgrades that align with their technology needs.
- Discover upsell opportunities with an aggregated view of clients’ technology landscapes.
- Provide strategic guidance on the adoption of intelligent cloud services for clients.
Your simple, powerful client engagement tool
Streamline how you create, deliver, track and e-sign your sales proposals with Connect Offer—our simple and powerful online proposal solution that allows you to leverage the opportunities identified through Connect IQ. This reliable digital tool simplifies the process for everyone by enabling you to:
- Convert insights into client proposals in minutes.
- Improve efficiency and close business faster.
- Track proposal status effortlessly.
- Provide exceptional client experience.