We are excited to announce the first CAS 360 update for 2023!
You can check out the full release notes and join the conversation in the BGL Community.
What's new?
AML Workflow: Additional findings arising through the AML/CDD workflow can now be recorded in a new Notes section in the Compliance workflow screens. Learn More
Resolution Documents: All Resolution Documents now have two-column signing lines.
Cloudcheck Integration: CAS 360’s integration with the electronic identity verification tool, Cloudcheck, now includes an optional field for clients to enter a reference number for the verification. The reference number is stored in the client’s Cloudcheck account and noted on the Cloudcheck invoice. Learn More
Xero Practice Manager Integration: CAS 360’s two-way integration Xero Practice Manager now supports the following Address for Service and Address for Communication changes. Learn More
Plus, many more new features and improvements. Remember to join the conversation in the BGL Community.
