Welcome to the Connectworks Knowledgebase

What do you need help with?

Set Up & Firm Administration

Getting started for Professional Firms

Administration

Managing your Staff

Staff training modules

Managing your Client Base

See all 7 articles

Precedents

Integrations & Add-ons

Company Management

Getting Started with Companies

Managing Company Roles & Associations

Documents for Companies: Storing, Sharing & Signing

See all 8 articles

Filing Annual Returns

See all 7 articles

Share Registers

Company Minute Book and Resolutions

Company Checklists & Workflows

Trust Management

Getting Started with Trusts

Associated Parties (Trusts)

Documents for Trusts: Storing, Sharing & Signing

See all 7 articles

Trust Minute Book & Resolutions

Assets & Liabilities

See all 19 articles

Trust Checklists & Workflows

AML Compliance

AML/CFT

See all 9 articles

Client Engagement

Client Engagement

Client engagement letter templates

See all 7 articles

Engagement with Companies

Engagement with Trusts

Non-Professional User Guide

Getting started for non-professional users

Document Signing - non professional users