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Users can now search for Labels within the Trust Selection screen.
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Integration with Xero Practice Manager now supports:
- Company Name changes, and
- Contact Name and Address changes
This means that an update in XPM will produce the necessary forms in CAS 360.
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For added security, contact identification fields are now encrypted.
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We’ve updated Document Production to include an option of:
- Two column signing lines, applied to Resolution Documents, and
- An attendee list, applied to Minute Documents.
- Identity Verification integration now includes an optional field to enter a reference for the verification. This will be stored in the user’s Cloudcheck account and will be noted on the Cloudcheck invoice.
- Australia
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Major enhancements to how CAS 360 connects and lodges documents with ASIC.
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Users can now send the ASIC invoice in a separate email and to different recipients within Document Production.
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Users can now apply the Automated Debt Reminder to companies attached to chosen labels.
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Implementing the latest of the many quality-of-life improvements that CAS 360 already has to offer with an Auto Lodge RA71 feature. The RA71 will be automatically lodged after Form 362 has been accepted.
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The Bulk Annual Reviews feature now allows you to edit CC and BCC email recipients.
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Updated the ABRS Director ID letter.
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Added merge fields for the first and second ASIC annual review late fees. These merge fields can be used in the following Email Templates:
- Annual Review Email
- Digital Signing Annual Review Email
- Documents Prepared Email
- Digital Signing Documents Prepared Email
- Added trace number and a trace number merge field for the CAS 360 Annual Company Statement template.
- New Zealand
- Additional findings arising throughout the course of the AML/CDD workflow can now be recorded in our brand new Notes section which can be found within the Compliance workflow.
- Practice Management Integration Improvements:
- Address for Service change support added
- Address for Communication change support added
- Singapore
- Exclusive to CAS 360 Singapore, we’ve included three brand new document packs!
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Leave the calculator at home because we’ve added potential late fee penalties for company change documents.
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Added currency support for Singapore Company Registrations.
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Improvements to Singapore Document Templates.
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Improvements to Register of Registrable Controller User Interface.
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Added ‘Alias’ support for the Register of Nominee Directors.
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Users can now update a company’s Registers Address.
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Improved Singapore addresses search with new validations.
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Increased limit to 50 shareholders upon import using the CAS 360 Search Register.
- Hong Kong
New Year, New Jurisdiction Support! The team at BGL have started the new year strong implementing CAS 360 Hong Kong. Check out these new features:
- Hong Kong Jurisdiction UI changes:
- Company General Details screen
- Company Addresses screen
- Company Officers screen
- Business / Branch Registration support added
- Add New Company screen changes
- Hong Kong Global Address style.