Documents and Reports

Generate documents and run reports across your entire CAS 360 firm.

Documents

Automated Document Reminders
When you prepare any document in CAS 360 you can pre-set document reminders for your clients. This includ...
Dividend Statements
Details Dividends are payments released by corporations to their shareholders, generally as a way to dis...
Document Checkout
Details Prepare Multiple Company changes in a single document with the checkout system! CAS 360 users wil...
Document Production
Details Once Company Changes have been made, CAS 360 users are able to proceed to the Document Product...
Documents - Advanced Filters
Overview The Global Documents screen in CAS 360 is one of the most used screens, and we have now added ...
Documents Review
Overview Document Review has been designed to allow managers, partners or team leaders review a set of d...

Address Usage Report
Overview The Address Usage Report shows where an address is used in CAS 360. Instructions From t...
Annual Return Listing Report
Overview The Annual Return Listing report will display the Annual Return Date and Annual Return Status ...
Companies in Licence Report
The Companies in Licence Report in CAS 360 provides a clear, downloadable snapshot of all companies that c...
Companies Listing Report
Overview Prepare a company listing report which provides a list of all selected companies on the CAS 3...
Company Report
Overview To list all the details of a company as a Company Summary Report. The data included is: Comp...
Compliance Report
Overview The Compliance Report allows you to generate a report which displays a snapshot of all the data ...