All Subscription Plans and Pricing
When loading companies or trusts in Connectworks you can select the plan that’s right for each client you manage - there's no requirement to use a single subscription plan for your firm. You can transfer between plans yourself at any time without penalties. All pricing is GST exclusive.
All companies and trusts have a 30 day free loading phase before being subscribed to the chosen subscription.
Note: If the entity is still in its 30 day free loading period but you wish to activate it early, just select the Activate now option next to the subscription type. Be aware that activating the AML or Guest plans will remove your access to the entity's workspace. Ensure you complete these profiles in entirety before activation.
Company subscription plans
Functionality Summary
When loading companies in Connectworks you can select the plan that’s right for each client you manage - there's no requirement to use a single subscription plan for your firm. You can transfer between plans yourself at any time without penalties. All pricing is GST exclusive.
AML/CFT-only plan. $5 per entity per annum. Includes ID checks via Centrix.
Centrix ID verifications are charged additionally - $5 for a combined NZ Driver Licence, proof of address, PEP and sanctions check.
Unlinked - $30 per company, per annum
For internal use by a single professional firm.
Unlinked with signing $35 per company, per annum
As above, but with clients and all staff of other professional firms able to sign documents and approve resolutions.
Unlimited - $120 per company, per annum
Best for active companies where the directors are engaged in company secretarial matters.
Unlimited access by all appropriate parties, including every staff member of the subscribing professional firm, plus all directors and any other professionals required.
Corporate trustee companies – no charge when the trust uses Connectworks
There is no charge for running trustee companies on Connectworks when the trust(s) that it is a trustee for has a current subscription for Connectworks.
Lower Companies Office annual return fee via Connectworks - $48.75 per annum (incl. GST)
You can file annual returns directly to The Companies Office from Connectworks. The annual return fee for doing so is $48.75 (as opposed to $52.50 when filing via the Companies Office website).
Trust subscription plans
Functionality Summary
When loading trusts in Connectworks you can select the plan that’s right for each client you manage - there's no requirement to use a single subscription plan for your firm. You can transfer between plans yourself at any time without penalties. All pricing is GST exclusive.
Unlinked - $25 per trust per annum
Best for where there is a single professional and trustee are not online. Internal use by professional firm-only with no client access.
Unlinked with signing - $35 per trust per annum
As above, but with clients and all staff of other professional firms able to sign documents and approve resolutions-only.
2-party - $65 per trust per annum
Best for when only 2 parties are engaged. e.g. accounting and law firm, or one firm with contact trustee.
Access covers everyone within the professional firm(s) and contact trustee. Other trustees can approve and sign online, or manually and then upload.
Unlimited - $98 per trust per annum
Best for active trusts with all parties engaged.
Unlimited access by all appropriate parties, including every staff member of accounting, law or trust management firm and non-professional trustees.
Corporate trustee companies – no charge
Ability to manage your corporate trustee companies, where the associated trust also uses Connectworks. Includes importing information from Companies Office, managing shareholding, precedents, documents and director approvals and signing at no charge. A reduced Companies Office annual return fee applies.
Other subscription plans
Connectworks also offers the below plans for all entity types
Archive plan - $75 for indefinite storage. View under the list of trusts you manage. Can change back to an active plan if ever required. Everything secure and easily searchable.
AML/CFT-only plan - $5 per entity per annum. Excludes ID checks via Connectworks.
Individuals - $5 per individual per annum. For clients, you would like to manage using Connectworks, who aren't involved in a company or a trust.
Client ID verifications are charged additionally - $5 for a combined NZ Driver Licence, proof of address, PEP and sanctions check.
Centrix driver licence, passport & PEP checks
In addition to the annual client subscription, the Centrix identity verification checks are charged per check, with a cost of:
Smart ID with Driver Licence $5.00
Smart ID with Passport $6.00