Help Center
Go to connectworks.com
Getting Started + Latest Updates
GETTING STARTED FOR PROFESSIONAL FIRMS
LOADING CLIENT PROFILES
SUBSCRIPTIONS & PRICING
Firm Administration
STAFF MANAGEMENT
PRACTICE MANAGER ADD-ONS
GENERAL ADMINISTRATION
NZ COMPANIES OFFICE INTEGRATION
SECURITY
AML Compliance
AML WORKFLOW
CLIENT DUE DILIGENCE
ELECTRONIC VERIFICATION
AML RESOURCES
Company Management (Getting Started and Annual Returns)
GETTING STARTED WITH COMPANIES
MANAGING COMPANY ROLES & ASSOCIATIONS
COMPANY MANAGEMENT (OTHER)
THE ANNUAL RETURN WORKFLOW
ANNUAL RETURNS (OTHER)
Company Management (Share Management)
SHARE REGISTER
Trust Management
GETTING STARTED WITH TRUSTS
ASSOCIATED PARTIES (TRUSTS)
ASSETS & LIABILITIES
Entity Types
INDIVIDUALS
PARTNERSHIPS
ESTATES
LPs
Document Management & Client Engagement
CLIENT ENGAGEMENT
DOCUMENT MANAGEMENT
DOCUMENT SHARING & SIGNING
DOCUMENT GENERATION FROM PRECEDENTS
DOCUMENT PACKS
Non-professional user guide
GETTING STARTED FOR NON-PROFESSIONAL USERS
DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS
Hello. How can we help you?
Getting Started + Latest Updates
See all articles
Firm Administration
See all articles
AML Compliance
See all articles
Company Management (Getting Started and Annual Returns)
See all articles
Company Management (Share Management)
See all articles
Trust Management
See all articles
Entity Types
See all articles
Document Management & Client Engagement
See all articles
Non-professional user guide
See all articles