We are excited to announce the latest CAS 360 update!
What's New?
Trust Compliance Workflow: To record the source of funds at a trust level, a new ‘Add Source of Funds’ step has been added to the trust compliance workflow. Learn More
Document Templates: A new long-date format merge field (e.g. 7th day of October 2023) has been created for all document templates, including freeform documents. Learn More
Plus, many more new features and improvements. Remember to check out the full release notes on the CAS 360 Online Help and join the conversation in the CAS 360 Community. Links to previous update release notes are below:
Stay tuned for future releases!
Shami DeSilva
CAS 360 Product Manager
E: [email protected] | P: 0800 444 408
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