CAS 360 Integrations

Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.

Docusign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, Docusign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. Docusign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, Docusign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.

Transform and speed up your workflows with Acrobat Sign – the only e-sign tool that includes the power of Adobe Acrobat in one package. Access Acrobat PDF documents and sign documents from anywhere, on mobile or desktop. Your recipients can sign in a snap — no downloads or sign-ups required. Easily scan and upload PDFs using the free Adobe Scan mobile app on your device. Join 500,000 organizations who are elevating the customer experience with the power of electronic signature software and Acrobat PDF features. Adobe makes it easy for you to create, edit, collaborate, e-sign, and share PDFs, on any device. Choose from a range of scalable document signing solutions to meet your unique business needs — with or without PDF document management features. As Microsoft’s preferred e-signature solution, Acrobat Sign integrates with the most comprehensive suite of Microsoft apps, so you can send and sign PDFs without leaving the app you’re working in.

Increase customer loyalty and drive up revenue with cloud-based CRM systems and tools from Sage. CRM stands for Customer Relationship Management. It's a way of tracking and managing interaction with prospects, leads and customers as they move through every stage of a company's sales cycle. If ERP lets you focus on running your business, CRM tools help you focus on customers. CRM software helps businesses improve customer relationships by organising and automating communications and activities across all customer-facing departments including sales, marketing and customer service. Cloud CRM systems provide a level of automation that enables businesses to run smoothly and efficiently. And, because every customer interaction is stored in one place, you and your team can nurture these relationships at every stage.

With FuseSign, you can send multiple documents, to multiple recipients, with different actions (view or sign), all in one bundle. Saving you and your clients time, so you can focus on work that matters. Built simply to handle the complex – we know that documentation for clients of professional service businesses often consist of multiple signatures across multiple documents. With FuseSign you can set signatures required and view only recipients for each individual document in your bundle. Easier for you to send and easier for your clients to action. With FuseSign, your clients will be given one link and page to sign all relevant documents, with no need to remember username and passwords, or even needing to use a desktop computer – FuseSign is mobile friendly, so can be accessed while out of the office! Plus your brand and messaging will be shown on the email notifications and signing page, so they feel secure in the whole process.

Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance. With Diversiview, users can: -Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more. -Examine diversification in detail at the individual investment level. -Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations. -Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA). - Run backtests to assess portfolio strategy performance over time. Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio

Registry Direct is a secure online registry and capital management platform designed to streamline the management of securities and investor relations for companies, fund managers, and their advisors. The platform offers a comprehensive suite of features, including the ability to create and manage capital tables with various security classes such as shares, units, options, convertibles, and bonds. Users can effortlessly allot, transfer, and redeem securities, ensuring compliance with regulatory requirements from entities like the Australian Securities and Investments Commission (ASIC) and the Australian Taxation Office (ATO). Registry Direct facilitates efficient investor engagement through tools for sending communications, organizing meetings, and conducting online polls for resolutions. The platform also supports capital raising by enabling the creation and management of online application forms, with payment processing via BPAY and EFT.

Buy and sell shares easily with our top rated trading platform. SelfWealth makes it easy to create your free share trading account with support for individuals, joint accounts, SMSFs, trusts and companies. When you open your free account, you will receive a secure SelfWealth cash account. Transfer money from your bank account to your SelfWealth cash account easily, with a direct bank transfer or by using BPAY. Buy the stocks, ETFs or any of the other securities offered on the Australian and US stock exchanges through our simple online trading platform! Free live pricing is available on the stock page and order page. View the shares you own, including profit, loss, current price and daily changes on the interactive portfolio page. Take advantage of our exclusive market research tools to help you choose your next share trade. Market analysis, a stock screener tool and popular stocks all form part of the suite of tools at your disposal.

Cloudoffis is a cloud-based, AI-driven accounting and auditing platform designed to streamline compliance, documentation, and workflow management for accounting and audit professionals. It provides a suite of integrated tools that automate the preparation, review, and submission of financial workpapers, allowing accounting teams to organize documentation and collaborate with auditors through a centralized online system. Cloudoffis focuses heavily on the automation of Self Managed Super Fund (SMSF) accounting and auditing processes, enabling accountants to prepare structured and compliant workpapers and share them with auditors in a single click through the platform. Its modules, including SMSF Sorted, SMSF Automation, and Tax Sorted, standardize audit and accounting procedures, helping teams reduce manual data entry, speed up turnaround times, and maintain regulatory compliance.

Building and managing a successful accountancy firm shouldn’t be held back by poor infrastructure. Give your firm the tools it needs to get the job done by investing in specialized CRM software from GreatSoft. GreatSoft specialises in providing accountancy firms with high-quality CRM solutions with the latest technical support. CRM software in the cloud results in the best possible security, speed, and functionality for our clients. Our team of experts is constantly working to improve and maintain our software offerings, so you know that you’re always getting the best for your firm. We know that not every accountancy firm is the same, so we make sure to build custom solutions for our clients. Whether your firm has particular needs for tax, document management, or secretarial functions, we can find the perfect option to match your every requirement. Our team is hands-on and well-versed in the details of the accounting industry.