Empowering Company and Trust Compliance Professionals
CAS 360 will help ease your administrative burden by streamlining your processes with time-saving features!
Prepare and lodge all of your clients’ company changes with the Companies Office at the click of a button!
Enjoy a ‘hands-off’ approach to the Companies Office Annual Return process with automated tracking, downloads, database comparison review and delivery of the annual statement pack to your clients.
Manage Annual Return dates and document deadlines with our daily automated Smart Alerts.
SMS & Email Reminders
Send reminders to clients for document and Annual Return deadlines. Track all sent/received messages plus delivery status in CAS 360.
Search companies on the Companies Office database, view company data and import companies directly into CAS 360 to prepare documents and reports.
Full Trust management with support for distributions. Users have the ability to enter Trust information and create supporting documents.
Quickly and easily customise documents (in Word) and email templates (in plain text, rich text or HTML) with your firm’s logo and unique branding style.
Electronically sign, send and manage compliance documents in CAS 360 using our DocuSign or Adobe Sign integration.*subscription required.
CAS 360 connects directly with leading practice apps including Xero Practice Manager and Xero HQ!
Join over 1,700 clients managing 450,000+ companies!
Getting started is easy with CAS 360’s Company Data import from the New Zealand Companies Office database. You will be up and running in minutes!
CAS 360 Pricing
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