What your firm needs to action

Everything your firm needs to do before and after go-live — broken down by timeframe.

Connect handles all platform setup. What we need from you is straightforward.

Before setup — nominate your jobs upfront

Tell us which jobs you would like Connect to handle, with:

  • Client names and job types going to Connect
  • Assigned manager or reviewer per job
  • Director nominated for sign-off per job
  • Any client-specific instructions

From 23 March — now

  1. Email your Partner Success Manager with any FY25 or FY26 jobs to start through Zato now
  2. Attend your first training session, run by your Partner Success Manager

Before 6 April

  1. Nominate all jobs — client names, types, and budgets
  2. Confirm reviewers, staff, and nominated directors per job
  3. Complete setup call to confirm system access and firm preferences
  4. Sign off: updated contract, agreed GL Scrutiny rules, system access approvals

From 6 April onwards

  1. Log into Zato when notified a job is ready for review
  2. Review workpapers, raise review points, approve client queries, sign off — all within Zato
  3. Participate in your transition planning session to move all remaining jobs onto Zato
  4. Give feedback — your input shapes Zato features and future development

Your Partner Success Manager is your primary contact throughout. Your relationship with Connect does not change. Zato is the platform the work runs on.

END OF CONNECT CLIENTS COLLECTION 7 articles based on the official Connect × Zato Transition Overview document Rules article updated to reflect formal change process for Connect jobs vs open self-service for in-house jobs