Process trust administration activities with the Trust Administration screen. This screen now allows for ...

We've updated CAS360 to support the significant changes to Companies House filing requirements that take e...

CAS 360 Release Notes BGLiD Core Australia New Zealand Singapore Hong Kong United Kongdom AU NZ SG HK UK N...

Trust Details - A new Administration tab has been added to Trusts, consolidating the Other Details and T...

Document Templates - Email and Mobile merge fields have been added to the following documents: Application...

Core Document Production - Added the option to review and add company notes in the document production sc...

AustraliaCompliance AlertsCAS 360 now provides an AML/CDD Compliance Alert for companies, highlighting mis...

BGLiD Mandatory ID Upload - We’ve introduced the ability to request a mandatory ID upload during the verif...

BGLiD Default Verification - Add the ability for CAS360 users to set a default verification type when usin...

BGLiD Voiding Documents - Due to popular demand, BGLiD now supports the ability to void an existing BGLiD ...

Core Electronic Signing - Added a new Electronic Signing Settings page for users to enable firm wide “Use ...

Core Duplicated Contacts - We have added the ability to search for duplicate contacts while ignoring the ...

CoreSelect a different email address for a signing contactIn this release, we've added the ability to sele...

Requesting Identification - Added the ability to upload your ID documents into BGLiD. SmartDocs will r...

CAS 360 Release Notes BGLiD Core Australia New Zealand Singapore Hong Kong United Kongdom AU NZ SG HK UK N...

Core: Contact Labels - Contacts can now have labels attached to them, this can be used as a way to filt...

Dividends - Users now have the option to select the Dividend Type when entering a dividend. Reports - All...

Added the Report Setting tab to the People Group Report. Added the ability to download the Trust Report...

BGLiD - BGLiD will now show results for checks that have been completed with which provider, regardless...

Trust Selection Screen - Added the Filter Columns button to the Trust Selection Screen, allowing users ...

Core 1. Trust Listing Report:The Report Settings tab has been added to the Trust Listing Report, allowing...