Setup is easy
There are lots of ways we can help to load trust data and documents into Connectworks.
This includes imports from existing trust management, practice management or document management software.
We have loading templates, we can help advise on scanning solutions and we even have trained people around the country who can go into firms to load trusts and trustee companies.
Talk to one of our on boarding team today to find out how we can make the process painless.
firstname.lastname@example.org or call 0800 456 580