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Firm Administration
Getting Started
GETTING STARTED FOR PROFESSIONAL FIRMS
LOADING CLIENT PROFILES
SUBSCRIPTIONS & PRICING
Firm Administration
STAFF MANAGEMENT
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
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Help Center
Firm Administration
Getting Started
GETTING STARTED FOR PROFESSIONAL FIRMS
LOADING CLIENT PROFILES
SUBSCRIPTIONS & PRICING
Firm Administration
STAFF MANAGEMENT
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
Firm Administration
STAFF MANAGEMENT
Creating, Editing and Removing staff profiles
Staff Access Rights
High level staff access policies
Assigning Client Manager and Partner tags
Creating and managing business units
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ADD-ONS
Practice Management Training Webinar
Connecting and Reauthorising the Xero Practice Manager (XPM) Add-on
Connecting the APS Software Add-on
How to import client profiles from your Practice Management
Connecting existing clients to your Practice Management
Syncing information between Connectworks and your Practice Management System
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GENERAL ADMINISTRATION
Merging Duplicate Contacts
Monthly Merge check for Firm Administrators
How to Remove Duplicate Companies in your Contacts List
Date of Death
Generating reports from Connectworks
Set up status tags
Calendar Tasks
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NZ COMPANIES OFFICE INTEGRATION
How to link your Connectworks profile to the Companies Office
Company Summary and Address Updates
Director Updates (add)
Director Updates (Change and Cease)
Shareholder Updates
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SECURITY
Getting started with Multi-Factor Authentication (MFA)
Activating Multi-Factor Authentication (MFA)
Logging into Connectworks with Multi-Factor Authentication (MFA) enabled
Using Multi-Factor Authentication (MFA) Backup Codes
Generating Backup Multi-Factor Authentication (MFA) Codes
Disabling Multi-Factor Authentication (MFA)
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