Prepare all the forms, minutes/resolutions, registers and other documents required for the Annual Review and common changes made by companies.

Save hours on Annual Review processing with automated tracking, downloads, database comparison review and delivery of the annual statement pack to clients.

Process Annual Review documents across multiple companies at once (per day, per week or per month) using a simple multi-company document production workflow.

File company name reservations and new company registrations directly to ASIC. Prepare all pre-incorporation and post-incorporation documents.

Manage all your clients’ trusts, including trust relationships, events and distributions. Easily enter trust information and create supporting documents.

Stay on top of Annual Review dates, document deadlines and company debt (including complete ASIC debtor management) with smart alerts.

Create set-and-forget email and SMS reminders to automatically remind your clients of upcoming Annual Review and document deadlines.

Easily edit all document and email templates to reflect your firm’s brand. Create your own freeform minutes, resolutions and document templates.

Seamlessly integrate with BGLiD for instant client identity verification with no set-up, training or minimum commitment required for CAS 360 clients.

Efficiently manage client and contact data across four apps (CAS 360, Simple Fund 360, Simple Invest 360 and your practice management software) in a single database.

Seamlessly integrate with Adobe Sign, DocuSign, and FuseSign to streamline the delivery and digital signing of all company and trust documents.

Effortlessly integrate with industry-leading incorporation and legal document partners – Acis, Cleardocs, LightYear Docs, NTAA and Smarter SMSF.