Streamline your day to day client management
Why integrate XPM and Connectworks
Save time managing clients
Have confidence in your client records
Reduce the need to chase clients
See it in action, how to import a trust from XPM
Learn how to integrate XPM and Connectworks
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 XPM and Connectworks together, just get in touch.
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.