---
title: Account creation for non-professional users
description: This article will guide you through the process of creating a Connectworks account
---

[Skip to content](https://support.connectworks.com/5419801-account-creation-for-non-professional-users#main-content)

[![](https://support.connectworks.com/hs-fs/hubfs/Logo.png?width=200&height=150&name=Logo.png)](https://www.connectworks.com/)

Open main navigation

Close main navigation

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://support.connectworks.com/?hsLang=en)
2. [Non-professional user guide](https://support.connectworks.com/non-professional-user-guide?hsLang=en)
3. [GETTING STARTED FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide?hsLang=en#getting-started-for-non-professional-users)

# Account creation for non-professional users

## This article will guide you through the process of creating a Connectworks account

Having access to Connectworks allows you to electronically sign documents, and upload your own documents (either for private storage or you may choose to share access with your professional advisor for selected documents).

Depending on the subscription plan selected by your professional advisor you may simply have a personal workspace where you sign and store documents, or you can have extended access enabling you to view a summary of the entities you are associated with and/or collaborate in their management. 

### Invitation

To be able to create a Connectworks account as a non-professional user, you will need to be invited by a staff member of the firm that is responsible for managing your company or trust. There are two ways for an invitation to be sent, a direct invite or a request to sign a document for your entity. 

### Direct invite

You will receive an email from **[noreply@connectworksmail.com](mailto:noreply@connectworksmail.com)** asking you to accept the invitation. This email will look like the picture below:

![](https://support.connectworks.com/hs-fs/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio5460421527e1416e239cbd18f0a0e337eScreen+Shot+2022-07-14+at+9.06.32+AM-1.png?width=445&height=292&name=downloads.intercomcdn.comio5460421527e1416e239cbd18f0a0e337eScreen+Shot+2022-07-14+at+9.06.32+AM-1.png)

### Registration

When you click on the **Accept invitation button**, you will be taken to a client portal that requires you to check your details *(name and email address)* and read and agree to the terms of use. Click the **Register and Accept button** to register your email address with Connectworks.

After you have verified your account you can log in to your personal workspace any time at [goconnectworks.com](https://goconnectworks.com/).

### Account Creation Video Presentation

<iframe height="240" src="https://player.vimeo.com/video/729471386?h=95389aa016&amp;app_id=122963" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" width="426" allowfullscreen data-mce-src="https://player.vimeo.com/video/729471386?h=95389aa016&amp;app_id=122963" data-mce-style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" data-mce-fragment="1"></iframe>

### Need more help?

See more useful details to help you get started in our articles:

- [Connectworks basics for non-professional users](https://support.connectworks.com/5736281-connectworks-basics-for-non-professional-users?hsLang=en)
- [Document signing for non-professional users](https://support.connectworks.com/6384586-document-signing-for-non-professional-users?hsLang=en)

The first point of contact for any queries should usually be the professional advisor in charge of your subscription *(ie. your accountant or lawyer)*

- [Getting started](https://support.connectworks.com/getting-started?hsLang=en#main-content)

    - [GETTING STARTED FOR PROFESSIONAL FIRMS](https://support.connectworks.com/getting-started?hsLang=en#getting-started-for-professional-firms)
    - [LOADING CLIENT PROFILES](https://support.connectworks.com/getting-started?hsLang=en#loading-client-profiles)
    - [SUBSCRIPTIONS & PRICING](https://support.connectworks.com/getting-started?hsLang=en#subscriptions-pricing)
- [Firm administration](https://support.connectworks.com/firm-administration?hsLang=en#main-content)

    - [STAFF MANAGEMENT](https://support.connectworks.com/firm-administration?hsLang=en#staff-management)
    - [GENERAL ADMINISTRATION](https://support.connectworks.com/firm-administration?hsLang=en#general-administration)
    - [DOCUMENT MANAGEMENT ADD-ON](https://support.connectworks.com/firm-administration?hsLang=en#document-management-add-on)
    - [PRACTICE MANAGER ADD-ONS](https://support.connectworks.com/firm-administration?hsLang=en#practice-manager-add-ons)
    - [NZ COMPANIES OFFICE INTEGRATION](https://support.connectworks.com/firm-administration?hsLang=en#nz-companies-office-integration)
    - [SECURITY](https://support.connectworks.com/firm-administration?hsLang=en#security)
- [AML Compliance](https://support.connectworks.com/aml-compliance?hsLang=en#main-content)

    - [AML WORKFLOW](https://support.connectworks.com/aml-compliance?hsLang=en#aml-workflow)
    - [CLIENT DUE DILIGENCE](https://support.connectworks.com/aml-compliance?hsLang=en#client-due-diligence)
    - [ELECTRONIC VERIFICATION](https://support.connectworks.com/aml-compliance?hsLang=en#electronic-verification)
    - [AML RESOURCES](https://support.connectworks.com/aml-compliance?hsLang=en#aml-resources)
- [Company Management (Getting Started and Annual Returns)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#main-content)

    - [GETTING STARTED WITH COMPANIES](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#getting-started-with-companies)
    - [MANAGING COMPANY ROLES & ASSOCIATIONS](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#managing-company-roles-associations)
    - [COMPANY MANAGEMENT (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#company-management-other)
    - [THE ANNUAL RETURN WORKFLOW](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#the-annual-return-workflow)
    - [ANNUAL RETURNS (OTHER)](https://support.connectworks.com/company-management-getting-started-and-annual-returns?hsLang=en#annual-returns-other)
- [Company Management (Share Management)](https://support.connectworks.com/company-management-share-management?hsLang=en#main-content)

    - [SHARE REGISTER](https://support.connectworks.com/company-management-share-management?hsLang=en#share-register)
- [Trust Management](https://support.connectworks.com/trust-management?hsLang=en#main-content)

    - [GETTING STARTED WITH TRUSTS](https://support.connectworks.com/trust-management?hsLang=en#getting-started-with-trusts)
    - [ASSOCIATED PARTIES (TRUSTS)](https://support.connectworks.com/trust-management?hsLang=en#associated-parties-trusts)
    - [ASSETS & LIABILITIES](https://support.connectworks.com/trust-management?hsLang=en#assets-liabilities)
- [Entity Types](https://support.connectworks.com/entity-types?hsLang=en#main-content)

    - [INDIVIDUALS](https://support.connectworks.com/entity-types?hsLang=en#individuals)
    - [ESTATES](https://support.connectworks.com/entity-types?hsLang=en#estates)
    - [PARTNERSHIPS](https://support.connectworks.com/entity-types?hsLang=en#partnerships)
    - [LPs](https://support.connectworks.com/entity-types?hsLang=en#lps)
- [Document Management & Client Engagement](https://support.connectworks.com/document-management-client-engagement?hsLang=en#main-content)

    - [CLIENT ENGAGEMENT](https://support.connectworks.com/document-management-client-engagement?hsLang=en#client-engagement)
    - [DOCUMENT GENERATION FROM PRECEDENTS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-generation-from-precedents)
    - [DOCUMENT MANAGEMENT](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-management)
    - [DOCUMENT SHARING & SIGNING](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-sharing-signing)
    - [DOCUMENT PACKS](https://support.connectworks.com/document-management-client-engagement?hsLang=en#document-packs)
- [Non-professional user guide](https://support.connectworks.com/non-professional-user-guide?hsLang=en#main-content)

    - [GETTING STARTED FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide?hsLang=en#getting-started-for-non-professional-users)
    - [DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide?hsLang=en#document-management-for-non-professional-users)

- Home
- Products
- Pricing
- Blog
- Company

[![Chill listening crop-3](https://support.connectworks.com/hs-fs/hubfs/CW%20Logo%20Main%20-%20Transparent.png?width=33&height=24&name=CW%20Logo%20Main%20-%20Transparent.png "Chill listening crop-3")](http://connectworks.com)

<https://www.linkedin.com/company/connectworks-new-zealand/> <https://twitter.com/goconnectworks> [mailto:support@connectworks.com](mailto:support@connectworks.com)

Copyright © 2025, connectworks.com