Welcome to the Connectworks Knowledgebase

What do you need help with?

Getting Started

Getting started for Professional Firms

Loading Client profiles

Subscriptions & Pricing

Integrations & Add-ons

Client Engagement Letter Templates

Professional Engagement Letters & Guidance

Firm Administration

Staff Management

Client Management

General Administration

Document Management & Client Engagement

Client Engagement

Document Management

Training Modules

Document Sharing & Signing

Document Generation from Precedents

See all 7 articles

Document Packs

AML Compliance

AML Workflow

See all 11 articles

Client Due Diligence

AML Resources

Company Management

Getting Started with Companies

Managing Company Roles & Associations

Share Registers

The Annual Return Workflow

Annual Returns (other)

See all 8 articles

Company Management (other)

Trust Management

Getting Started with Trusts

Associated Parties (Trusts)

Assets & Liabilities

See all 19 articles

Non-Professional User Guide

Getting started for non-professional users

Document management for non-professional users

Entity administration for non-professional users