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CAS 360 Product Update – 2 May 2024

What's New?

Solvency Certificate
A solvency certificate will now be generated when preparing documents for a dividend. Learn More

Dividends
An option has been added to display the IRD numbers when preparing dividend statements. Learn More

Practice Management Integration
CAS 360 and APS Contacts+ integration is now live. This two-way integration provides efficient client and contact data management across CAS 360 and APS Practice Management in a single database. Learn More

Annual Returns
The Comparison Report can now be exported from the Review screen. Learn More

Company Report
The Company Report now includes Dividends with a “Show Dividends” toggle option to display this data. Learn More

Your Feedback
We have introduced a new AskNicely survey for your feedback. This feature, among other feedback mechanisms, is closely monitored to facilitate the continuous improvement of CAS 360.

Plus, many more new features and improvements.

Stay tuned for future releases!

Shami DeSilva
CAS 360 Product Manager
E: [email protected] | P: 0800 444 408
Connect with me on LinkedIn

Shami DeSilva

Author Shami DeSilva

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