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ConnectWorks

By ConnectWorks
0 out of 5 stars
Connectworks is a complete solution for AML risk management and entity management for accounting firms. It streamlines day-to-day tasks associated with managing a range of entities, including company secretarial, trust management, and AML/CDD compliance.
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Listed for
7 years
March 2017
Key functions
Accountant tools
Practice manager

Overview

Our customers include some of NZ's largest firms and most innovative mid-sized firms – if you're managing over 150+ entities Connectworks is what you need to streamline your firm's operation for day-to-day management, and also help reduce risk.

Connectworks is a complete solution for AML risk management and entity management for accounting firms.

We help accounting firms to:

  • manage their important compliance obligations relating to AML/CFT
  • streamline day-to-day company secretarial with full integration into the Companies Office and our bulk filing capability for annual returns (up to 30 in one go) being a registered office is easy and efficient
  • manage trusts and meet IR reporting requirements
  • keep one source of truth, Connectworks has simple and intuitive document storage and you can get documents signed with our e-signing capability meaning you can keep all important documents relating to a client in one place
  • collaborate with clients where company directors or trustees are more active

ConnectWorks + Xero

Integrate Xero Practice Manager (XPM) and Connectworks so you can easily sync client details across both solutions from one place.

Save time managing clients - when you’re managing hundreds, sometimes thousands of clients it can be challenging to update the same information across multiple tools. With our XPM integration, you can easily sync clients' contact details across both solutions, meaning changes made in one place are updated across both pieces of software, saving you time.

Have confidence in your client records - when managing the same information in multiple, disconnected systems it’s easy to have discrepancies in client information. When connecting XPM and Connectworks you can confidently know that you’ve got the same, accurate information across both pieces of software with our two-way sync, giving you peace of mind when it comes to trusting the information you hold on file.

Reduce the need to chase clients - we know spending time chasing clients is one of the biggest pain points – so why make it even more difficult by not having the most up-to-date, and the same information across your accounting technology stack. By integrating Connectworks and XPM you can make changes in one place, giving you the peace of mind no matter which tool you’re using you’ve got the same information on hand, meaning you’re not leaving it to chance when choosing the right contact details.

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Additional info

Functions

Accountant toolsPractice manager

Industries

Professional servicesAccounting

App details

By ConnectWorks
Added in 2017

Countries

New Zealand

Languages

English

Support

Setup walkthroughContact supportenquiries@connectworks.com

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Get started with ConnectWorks

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