Welcome to the Connectworks Knowledgebase

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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

Document Management

Training Modules

Documents for Companies: Storing, Sharing & Signing

Documents for Trusts: Storing, Sharing & Signing

Document Generation from Precedents

Client Engagement

Client Engagement

Engagement with Companies

Engagement with Trusts

AML Compliance

AML Workflow

See all 11 articles

Client Due Diligence

AML Resources

Company Management

Getting Started with Companies

Managing Company Roles & Associations

Filing Annual Returns

See all 8 articles

Share Registers

Company Minute Book and Resolutions

Trust Management

Getting Started with Trusts

Associated Parties (Trusts)

Trust Minute Book & Resolutions

Assets & Liabilities

See all 19 articles

Non-Professional User Guide

Getting started for non-professional users

Document Signing - non professional users