We offer a demonstration site. There you can view a populated trust and company, or set up a dummy entity as a trial.
We also offer no-charge, 3-month trials for a limited number of actual trusts, companies or both. At the end of the trial period you can keep them on paid subscriptions, change the plans, or delete them.
Email us at email@example.com if you'd like to do a trial. The process for setting up a trial is the same as subscribing (see below).
Trustees. Please note, Connectworks is not a do-it-yourself solution for trusts, we don’t offer subscriptions to trusts without professionals involved.
Firms. If your firm is not already a subscriber, we need to set it up and load at least the basics of the first entity (trust, company or individual).
Once this is completed, you can add more entities yourself at any stage.
There are a number of ways we can help set up companies and trusts in bulk. Let us know how you’re currently holding data and documents and we’ll work with you to find the best solutions.
If your firm is not already a subscriber, we need to set it up and load at least the basics of the first entity for you, and invite in initial users from your firm.
Once this is completed, you can add more entities and users yourself at any stage.
There are a number of ways we can help you set up companies and trusts in bulk.
You can talk to an on-boarding specialist at Connectworks who can assess the best way to do this based on how you're storing data and documents currently.
They can guide you through the process, offer additional resources if required and then arrange training. Email us at firstname.lastname@example.org or call 0800 456 580 to get the process started.
Connectworks offers a range of flexible and affordable subscriptions to suit each entity you're involved with.
There is no requirement to use a single plan for your firm.
Our AML/CFT functionality is included free of charge with all the subscription plans discussed here (apart from any Centrix Smart ID checks). We also offer an AML/CFT only subscription at $5 per entity per annum, for more detail refer to our AML/CFT overview here.
COMPANIES SUBSCRIPTION PLANS
Unlinked with Signing. Price is $35 per client company, per annum.
This covers everyone in your firm working on the client company. It provides full access for external parties, such as the company directors being able to approve resolutions, sign documents and update their details via a branded client portal.
Firms can use this plan for managing the signing and retention of other client documents such as accounts and tax returns. The Connectworks document pack enables your firm to efficiently collate and distribute multiple documents to clients for signing via one or more of our flexible methods. A lower Companies Office annual return fee of $37.95 can be accessed by e-filing annual returns
Unlinked. Price is $30 without external party signing and approvals. Internal use by one professional firm only. Clients can still verify their annual return details easily. A lower Companies Office annual return fee of $37.95 can be accessed by e-filing annual returns.
Unlimited . Price $120 per annum to cover all parties involved.
Parties such as the company directors and lawyers can also have full access to the company. They can access all the documents and precedents and manage and store non-company secretarial documents such as contracts and agreements. They can also view and/or use the shareholding management system, plus risks, interests and assets registers.
Corporate trustee companies – no charge.
Ability to manage your corporate trustee companies, where the associated trust has a current, paid Connectworks subscriptions.
This includes importing information from Companies Office, managing the shareholding, use of precedents, document management and director approvals and signing, all at no charge. Fair use policy applies.
Prices exclude GST, subscriptions are payable annually in advance. See other terms and conditions at bottom of this page.
TRUSTS SUBSCRIPTION PLANS
Unlimited $98 per trust, per annum
Best for active trusts with all parties engaged.
Unlimited access by all appropriate parties, including every staff member of accounting, law or trust management firm and non-professional trustees.
2-party - $65 per trust per annum
Best for when only 2 parties are engaged. e.g. accounting and law firm, or one firm with contact trustee.
Access covers everyone within the professional firm(s) and contact trustee. Other trustees can approve and sign online, or manually and then upload.
Unlinked - $25 per trust per annum
Best for where there is a single professional and trustee are not online. Internal use by professional firm-only with no client access. No document sharing, signing or oversight of other parties activity.
Unlinked with signing - $35 per trust per annum
As above, but with clients and all staff of other professional firms able to sign documents and approve resolutions-only.
Corporate trustee companies – no charge
Ability to manage your corporate trustee companies, where the associated trust also uses Connectworks. Includes importing information from Companies Office, managing shareholding, precedents, documents and director approvals and signing at no charge. A reduced Companies Office annual return fee applies.
Prices exclude GST, subscriptions are payable annually in advance. One month no-charge loading period given from time of import/loading.
• Select the plan that’s right for each entity you manage. There's no requirement to use a single plan for your firm.
• You can transfer between plans yourself, at any time, without penalties.
• Archive plan. $75 for 10 years. View under the list of trusts or companies you manage. Can change back to an active plan if ever required. Everything is secure, complete and easily searchable.
• There is no set-up cost.
• There are no charges for support. support.connectworks.com knowledgebase, online and email help, plus an 0800 number to a real person based in New Zealand.