By AAT Comment AAT news Helping SMEs manage referrals 5 May 2026 AAT is partnering with referral management platform RQ to give licensed members 50% off access. Referral work is an important source of growth for smaller firms. Our partnership with RQ is designed to help licensed firms stop relying on inbox chains and help take a structured and proactive approach. What RQ does With RQ’s software, SMEs will be able to act on opportunities faster, strengthen relationships, and drive consistent business growth. The platform: provides one place to log, track and manage referrals helps teams maintain records, track fees and identify the most profitable relationships reduces missed opportunities, delayed responses and incomplete records integrates with core business systems to limit admin. Most importantly, it also supports compliance by helping firms avoid the risk of referrals crossing into regulated activity. The FCA enforces stringent regulations for companies involved in financial promotions, introducer arrangements, and investment activities. RQ take the guesswork out of compliance by providing clear and practical framework to help you stay on the right side of the rules. For more information on referrals, see the helpsheet Ethics: Referrals to financial advisors (PDF). AAT member benefits Through the partnership, AAT’s licensed members will get a 50% discount on RQ’s platform. RQ will also support future guidance, webinars and practical content focused on referral best practice, professional standards and reducing the risk of non-compliant activity. “Referrals are a vital source of growth for many of our licensed members, but often they’re managed informally, which can lead to missed opportunities and compliance risks. By partnering with RQ, we’re giving our members access to tools that help them manage referrals more effectively, strengthen client trust and build more resilient businesses.” – Isla Billett, AAT Product Director AAT Comment offers news and opinion on the world of business and finance from the Association of Accounting Technicians.