Client view of the annual return verification email
After selecting start workflow and send extract the client will receive a verification email from email@example.com, and you will also receive a copy via Bcc. Below is an example of this email. Your firm name will appear in place of "Connectworks Training Firm".
Connectworks also have a draft letter template available here to help firms engage with their clients about the annual return process. We find that distributing this to clients prior to sending the company extract greatly improves the client response rate.
A Connectworks account is not required for clients to complete the annual return verification.
The client can either confirm the details are correct or advise of any required updates using the links contained at the bottom of the email.