Streamline your day to day compliance management tasks

Integrate Connectworks and APS so you can easily, and efficiently sync client information across both systems.

Why integrate APS and Connectworks

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 APS integration, you can easily import client profiles, and then sync the contact details of clients across both solutions, including companies and trusts.

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 APS 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 APS you can make changes in one place, and the two-way sync with APS will make sure things are looking the same in both places.

See it in action, how to sync client changes with APS

Integrate APS and Connectworks so you can easily sync client details across both solutions from one place.

We're here to help

Our team loves to help accounting firms streamline their practices, and know that sometimes you just need a helping hand. If you’d like to learn more about using APS and Connectworks together, just get in touch.

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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, assemble document packs, and execute precedents more quickly with templates. Streamline client 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.

Connectworks is easy to use and self-explanatory. It truly is a one-stop shop for filing annual returns at the Companies Office.
Saroj Parsotam
Practice Manager
Connectworks is a one-stop shop for company administration.
Mary-Anne Holland
Tax Administrator
Connectworks saves us time in many ways but especially when it comes to filing annual returns.
Wendy Mclachlan
Companies Office Administrator
Connectworks makes filing annual returns easy, and documents can be securely stored in one place.
Stacey Campbell
Administrator/AML Compliance Officer
With Connectworks I can do most things in one place, and get all documents pre-populated and ready for signing. Filing annual returns is easy and I have confidence that all document templates meet requirements.
Angela Young
Office Manager

Interested to see how Connectworks could work for your firm?

Book a demo with our team to learn more
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