Digital business card for accountants January is not when you win the client.
Win the referral before the year end: one scan at the chamber breakfast saves you, and they can send their details back.
Free forever · No card details · About a minute
cardr.co/helen-ashby
Example of what happens next: Mark Ellison scans Helen’s card, saves Helen to their contacts and chooses to send their own details back. The next morning at 09:00, Cardr Pro reminds Helen to follow up, with the email already drafted.
A digital business card for accountants and bookkeepers catches referrals at awkward moments. A client mentions a brother-in-law going self-employed; someone at a chamber breakfast asks about incorporating. They scan, save you and can send their details back. The year end sits on their name, and Pro drafts the follow-up before the deadline.
One scan. You’re in their phone. They can send theirs.
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1
Show your pass
At the chamber breakfast, not on the back of an agenda.
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2
They save you
No app. Then they can send you theirs.
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3
Follow up in time
Your note is on the name. Pro drafts the message.
Example
The chamber event, and the client who knows someone.
The chamber event
- Two channels
- No system
- Seasonal
Two channels, both entirely conversational, and neither has a system behind it.
- Two channels. Referrals and local events. Both are entirely conversational and neither has a system behind it.
- No system. The chamber breakfast produces names on the back of an agenda, which is where they stay.
- Seasonal. The person you met in June decides in December. Nothing bridges that gap by itself.
Each constraint decides the format. A card that fails any one of the three does not get used a second time, however good it looks.
cardr.co/helen-ashby
- Edit once, it updates
- Owner-managed · Any
- One scan, no app
- Opens with no signal
A practice grows on a client saying they know someone, an introducer passing a name over the phone, or forty minutes at a business breakfast. All of it is spoken, none of it is recorded, and it competes with a compliance calendar that does not move.
So the introduction has to be captured when it is made, with the context: the service, the year end and who sent them.
Seasonality does the rest. Something mentioned in the second week of January is not actioned in January. A record that is still there, and still specific, in February turns it into a client.
Nothing for them to download.
Tap through what Tom sees when he scans your card.
Helen AshbyNo app, no account, no sign-up for the people you meet.
Make yours in about a minute.
Free forever, and nothing for the people you meet to install.
Referrals that survive the deadline.
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Today
The chamber eventMark saves you · can send theirs -
Days 1–2
Nothing to remember -
Day 3
ProTime to follow up with Mark EllisonFollow-up drafted
- Referrals with a number. After they save you, they can send their details back, on the free plan.
- The facts that win the work. The service, the year end, the trading status and who sent them, on the name.
- Ten real follow-ups in an evening. Pro drafts each from your note, for 200 people a month.
- “After the 31st”, remembered. Set the day on the contact, and Pro emails you that morning with the message drafted.
- Introducers tagged. Tag who sent whom, and your referral network becomes a list you can search.
- Details always current. New office, number or partner: edit once and your page and pass update.
The card is free. Pro does the follow-up.
Everything in the first column stays free, with no expiry and no limit on exchanges or contacts. Pro adds what happens after the meeting.
| FreeForever, no card details | Pro£12 a month, or £9 a month billed annually (£108 a year) | |
|---|---|---|
| Nothing to install for the person you meet | Included | Included |
| A no-signal code that holds your contact itself | Included | Included |
| Pass designs | One: Oxford | IncludedAll 16 |
| Every lead, sorted | Your list, notes, tags, who replied, the timeline, search and export | IncludedEverything |
| See what your card wins you | Views, scans, swaps and saves, counted | IncludedEverything |
| Your follow-ups, written and ready | One draft and reminders about your first three people | IncludedEverything |
| A page that gets you booked | Booking, WhatsApp and review links on your page | IncludedEverything |
Pro turns the people you meet into work you win.
For people who meet business contacts, it starts with every lead sorted. Choose one to see it.
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See who could turn into work and who you won, at a glance. Nobody slips because they were halfway down a list.
- Opportunity, Won and Lost, with what it was worth.
- A pipeline of everyone by stage, and a next step on each person that reminds you on its day.
Free: your list, notes, tags, who replied, the timeline, search and export. Always.
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What came of everyone you met: who replied, what turned into work and what it was worth, by event, by source and by Cardr Metal card.
- How fast you follow up, and the days people swap details with you.
- Taps on your page’s booking or WhatsApp button, by where people came from.
- Download it all as a spreadsheet.
Free: views, scans, swaps and saves, counted, on every plan.
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At 09:00 your time, Cardr emails you who to follow up, with the message already written from what you talked about. One tap opens it in your email, or WhatsApp when you have their number, ready to send.
- Drafts for 200 people a month, in your voice.
- Reminded on day 3 or the morning after you meet, your choice, or on the day they said. One more nudge on day 7 if they are still waiting.
- Pick a time to send it later, and the draft comes back to you then.
Free: one draft and reminders about your first three people, to try it on your own.
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Pin Book a time or WhatsApp right under Save, so the next step is one tap for the person you just met.
- Up to six services, each with a “from” price.
- Up to three quotes from your clients, shared with their permission.
- The button shows again after they send you their details.
Free: booking, WhatsApp and review links on your page, as links.
Free, and staying free
- Every contact, with notes, search and export
- Nothing to install for the person you meet
- A no-signal code that holds your contact itself
- Views, scans, swaps and saves, counted
Pro
- 7 daysfree to try
- 30 daysfull refund
Where to go next.
How it compares, two guides for your week and a free tool. Also for: Consultants, Mortgage brokers, Founders. Every version of this page, and pricing: free forever, or £12 a month with a 7-day trial. After you’ve met them: how to follow up, with messages to copy. This card’s design: Brand Color.
Blinq: best if you already run a CRM. Prices, Wallet and follow-up side by side.
AlternativesPopl alternativesThe other options to Popl, with dated prices, and who should stay.
GuideAn Apple Wallet business card without an appYou need no app to put a business card in Apple Wallet, and the people you meet need nothing at all.
GuideNetworking follow-up templates for UK inboxesSix networking follow-up email templates for UK events: the next morning, the promised send, their date, the speaker, the introduction and the last nudge.
Free toolFollow-up message generatorThree drafts from who you met, where, and what you talked about.
Also for
Accountants, answered.
Is it appropriate for a regulated practice?
Cardr holds contact details and your own notes, not client accounting records. Anything your professional body’s rules cover stays in the system you already use. Check our privacy notice against your practice’s policy before you rely on it.
Can the whole practice use it?
Yes. Cardr Teams puts the practice’s name, logo and colour on everyone’s card and Apple Wallet pass from one console, from £39 a month for five people, with a 30-day trial and no card to start. Each person’s contacts stay private to them, so there is no firm-wide client pool.
Does it connect to Xero, Sage or practice software?
No. Cardr has no integrations. Every plan, including free, exports contacts to CSV and vCard for a manual import into whatever you use.
Does the person I meet need an app?
No. Your QR code opens your card as a web page on their phone, iPhone or Android, and they save you to their contacts from there. Nothing to download and no account to create.
What does it cost?
Free forever, no card details: your card, page and Apple Wallet pass, the two-way exchange, and every contact with notes, search and export. Pro, £12 a month or £108 a year (£9 a month), adds drafted follow-ups, dated reminders, a pipeline and all 16 pass designs. 7 days free, then 30 days to change your mind.
Free forever. About a minute to build.
Nothing for the other person to install, and no card details to start.