With powerful automation and streamlined workflows for managing trusts, Annual Reviews, company registrations, common changes made by companies and more.
Take the hassle out of your company compliance work with the time-saving features in CAS 360!
Prepare all the forms, minutes/resolutions, registers and other documents required for the Annual Review and common changes made by companies.
Streamlined Annual Reviews
Save hours on Annual Review processing with automated tracking, downloads, database comparison review and delivery of the annual statement pack to clients.
Bulk Annual Reviews
Process Annual Review documents across multiple companies at once (per day, per week or per month) using a simple multi-company document production workflow.
Name Reservations and Incorporations
File company name reservations and new company registrations directly to ASIC. Prepare all pre-incorporation and post-incorporation documents.
Detailed Trust Management
Manage all your clients’ trusts, including trust relationships, events and distributions. Easily enter trust information and create supporting documents.
Smart User Alerts
Stay on top of Annual Review dates, document deadlines and company debt (including complete ASIC debtor management) with smart alerts.
Automatic Client Reminders
Create set-and-forget email and SMS reminders to automatically remind your clients of upcoming Annual Review and document deadlines.
Customisation and Freeform Documents
Easily edit all document and email templates to reflect your firm’s brand. Create your own freeform minutes, resolutions and document templates.
BGLiD Client Identity Verification
Seamlessly integrate with BGLiD for instant client identity verification with no set-up, training or minimum commitment required for CAS 360 clients.
Practice Management Integration
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.
Digital Signing Integration
Seamlessly integrate with Adobe Sign, DocuSign, and FuseSign to streamline the delivery and digital signing of all company and trust documents.
Document Provider Integration
Effortlessly integrate with industry-leading incorporation and legal document partners – Acis, Cleardocs, LightYear Docs, NTAA and Smarter SMSF.