Company, Trust and AML Management Software
Empowering professionals with powerful automation and streamlined workflows.
Watch demoContact us
Company, Trust and AML Management Software
Empowering professionals with powerful automation and streamlined workflows.
Watch demoContact us
Empowering Company and Trust Compliance Professionals
Take the hassle out of your company and trust compliance work with the time-saving features in CAS 360!
Annual Returns
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.
Electronic Filing
Prepare and file all of your clients’ company changes to the Companies Office from within CAS 360 at the click of a button.
Trust Management
Full trust management with support for trust relationships, events and distributions, including the ability to create supporting documents.
AML
Manage your AML/CDD requirements for all of your clients’ Companies and Trusts with the ability to store contact CDD documentation.
Smart Alerts
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.
Unlimited Customisation
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.
Company Search
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 (learn more).
BGLiD
A simple client identity verification solution seamlessly integrated with CAS 360!
- No setup required
- Instant results
- Unbeatable value
- Trusted app
Learn more
Join over 3,700 clients managing almost 1,000,000 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
$20
Per company, per annum.
Initial minimum purchase of 25 companies.
Sold in lots of 5 companies thereafter.
Available as an annual or monthly subscription with:
- 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.
“Since we’ve implemented CAS 360, completing the Annual Returns is much easier. The time frame has dropped from a couple of days to half an hour to get things done”
"CAS 360 functionalities certainly helped us improve our engagement with clients and increase efficiency and productivity."
“CAS 360 has dramatically reduced the amount of time we spend on processing. Added to that, digital signing integration is saving us hours each month on the hundreds and hundreds of Annual Returns that we do.”
Hear from people just like you! Check out our success stories
Want to see CAS 360 in action? Check out our YouTube Channel
We partner with the best to deliver a remarkable experience.
Connecting you to industry leading providers!
Get in touch!
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