Firm administration

DOCUMENT MANAGEMENT ADD-ON

• FYI Integration Webinar
• Connecting the FYI Add-on
• Connecting existing clients to your Document Management System (FYI)
• Syncing information between Connectworks and your Document Management System (FYI)
• FYI Documents within an Entity

PRACTICE MANAGER 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

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

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

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

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)