With referral work an important source of growth for smaller firms, the Association of Accounting Technicians (AAT) has signed a partnership with RQ designed to help accountancy practices improve their lead referral management and stop reliance on spreadsheets, inbox email threads and informal introductions - and instead help them take a more structured and proactive approach to dealing with referrals.

The partnership gives licensed members a 50% discount on RQ software that brings ‘greater structure, consistency and best practice to day-to-day referral management’, AAT said.

The RQ system is specifically designed for use by professional services firms, including accountants, financial planners and solicitors, and is designed to improve workflows. It  integrates with existing CRM and back office systems, including Salesforce, HubSpot, Intelliflo, and Zoho CRM.