Trust Management & Company Compliance Simplified.

Connectworks helps accounting firms bring their ongoing compliance, trust and company administration, and AML obligations into one cloud-based compliance and entity management software.

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A compliance tool that works for you

Just a few of the things that Connectworks can do…

Speed up everyday compliance tasks

Our ‘workflows’ are streamlined processes that guide your team through everyday compliance tasks in a familiar and easy-to-follow manner. Workflows provide guardrails that help ensure your team is doing compliance correctly and efficiently.

Better, faster client management

With Connectworks you can bulk file annual returns to the companies office, assemble document packs, and execute precedents more quickly with templates. Streamline company and trust management, while making space to do more of what you love to do.

Collaborate more easily with clients

Connectworks allows different parties to work together on tasks to get things done more efficiently and with transparency – helping you build trust with clients. We make it easy for others to contribute on entities, to make sure things get done quickly, and correctly.

A complete system for Compliance Management

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Manage the compliance lifecycle of your clients and entities

Get your firm’s compliance under control

Our system is designed specifically for accounting firms. We know dealing with large volumes of clients can be time consuming so we’ve built a feature set that makes things quick and easy to help you operate smoothly, at scale.

Meet the compliance obligations of your clients

Peace of mind for you and your clients. With our connected system you can easily manage your clients obligations when things change, whilst also keeping your own in check.

Seamlessly integrate with Companies Office

Connectworks integrates with Companies Office to make it easy to manage and update any changes to the clients you are working with.

Meet the compliance obligations of your clients and their companies

Bulk file up to 30 annual returns at a time

Update registered offices in bulk

Make shareholder changes and update shareholdings

Works with the tools and software you’re already using

An essential and seamless part of your accounting tech stack.

Integrate Connectworks with:

NZ Companies Office

Xero Practice Manager

APS

See how Connectworks could work for your firm

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