Connectworks delivers Reminders, workflows and multi-party access to streamline trust management.
Precedents and document management
Connectworks contains all the precedents, checklists and minutes you’ll ever need plus auto-merge functionality.
Manage your trustee companies
Connectworks also streamlines managing your corporate trustee companies for free.
Setup is easy
We can import data and documents from other systems, and have people available to help with manual tasks
Achieving compliance and protecting your firm
Protection from ultra vires acts.
Easy-to-use checklists and annual reviews to ensure compliance.
Trust-specific assets and liabilities management
Connectworks has comprehensive assets and liabilities management functionality that integrates with Xero and much more.
Flexible and convenient signing
Electronic signatures are established and convenient, but you don’t have to use them
Secure storage and easy access
Connectworks delivers secure storage for all important information plus easy access from anywhere with internet access