Business email
Use the address you want new clients and referrers to contact first.
Keep referrals simple and professional
Give small-business clients one reliable place to find your current contact details.
Bookkeeping work is often referral-led. A live contact profile can hold your email, phone, service focus and website while keeping private accounting systems and client documents completely separate.
Contact priorities
What visitors should find quickly.
Service focus
Briefly state the bookkeeping work or business types you support so enquiries are better qualified.
Website or booking link
Send prospects to your official business information without exposing private client tools.
Permanent QR
Where QR makes sense physically.
The QR points to your permanent smart-link identity, so the printed code can stay in place while the live profile changes.
- Referral cards, networking handouts and local-business events
- Client onboarding packs that contain no confidential information
- Workshop slides and small-business seminar materials
NFC tap
Where NFC is useful face to face.
Program an ordinary compatible NFC card or tag with the same permanent smart link. No proprietary My Contact Profile hardware is required.
- A reusable card for networking groups and client introductions
- A desk card for shared offices or local business hubs
- A card exchanged with accountants, payroll providers and advisers
Google Wallet + Save Contact
Keep your own card ready, then let the other person save the details they need.
Wallet keeps your public professional card easy to share at networking events without mixing it with the private systems you use for client records.
Save Contact provides a vCard from the public details you chose to publish, so the recipient can store your contact without manually typing the fields.
- Wallet keeps the permanent QR close on your own phone.
- Save Contact exports the public contact details as vCard.
- The recipient does not need a My Contact Profile app.
Profile recommendations
Keep the page useful, current and appropriate for public sharing.
Separate public contact information from client portal links.
State the services you actually accept new clients for.
Use a business email and recognised trading identity.
Keep referral and booking links current.
Questions
Frequently asked questions
Can I include a client portal link?
A public profile should not expose private portal destinations or access details. Send sensitive client links through your normal secure process.
Is Save Contact useful for recurring clients?
Yes. Clients can save the public phone, email and business details you publish, reducing the need to search old email threads later.
Ready when you are
