Empowering Company and Trust Compliance Professionals
Discover a faster, simpler way to keep on top of your clients’ company, trust and AML compliance obligations (including ID verification) with CAS 360 – an innovative cloud-based software that integrates directly with the Companies Office and industry leading practice management, digital signing and document management solutions!
Enjoy a ‘hands-off’ approach to the Companies Office annual return process with automated tracking, downloads, database comparison review and delivery of the annual return to your clients.
Prepare and file all of your clients’ company changes to the Companies Office from within CAS 360 at the click of a button.
Full trust management with support for trust relationships, events and distributions, including the ability to create supporting documents.
Manage your AML/CDD requirements for all of your clients’ Companies and Trusts with the ability to store contact CDD documentation.
Manage annual return dates, AML/CDD requirements and document deadlines with our daily automated smart alerts.
SMS & Email Reminders
Send reminders to clients via email, SMS (or both) for annual returns and document deadlines. Track all sent/received messages plus delivery status in CAS 360.
Quickly and easily customise documents (MS Word) and email templates (plain text, rich text or HTML) to reflect your firm’s unique branding.
Live Health Checks
Ensure your company data in CAS 360 matches the Companies Office register with automated live health checks and “mismatch” notifications.
Search companies on the Companies Office database, view company data and import companies into CAS 360 to prepare documents and reports.
Digital Signing Integration
CAS 360 integrates with Adobe Sign, DocuSign and FuseSign for a streamlined and efficient experience.
Practice Manager Integration
Two-way practice management integration allows you to sync client and contact data across CAS 360, Xero Practice Manager and/or APS Contacts+.
Identity Verification Integration
CAS 360 integrates seamlessly with BGLiD, a simple client identity verification solution (coming soon).
Join over 3,300 clients managing 850,000+ 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 no time!
CAS 360 Pricing
Per company, per annum.
Initial minimum purchase of 25 companies.
Sold in lots of 5 companies thereafter.
- Unlimited trusts
- AML compliance framework
- Unlimited users
- Regular software updates
- Free seamless migration
- Free on-demand training
- Free unlimited support
- Dedicated on-boarding specialists
- 30 day money back guarantee
All prices are in New Zealand dollars.
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