Surface CAS 360 annual reviews, ASIC payments and other lodgement information in AccountKit, with a direct route back to the client in CAS 360.
What the integration does
See annual review information. Bring company annual review information into AccountKit’s practice view.
Keep payments and lodgements visible. See ASIC payment and other lodgement information alongside the client context.
Open the source client. Click through to the applicable client in CAS 360 when you need to continue the compliance work.
Check the company position before a client conversation
Review the corporate compliance information in AccountKit, then open CAS 360 for the detailed client work.
Review the AccountKit dashboard
Identify the company item
Open the client in CAS 360
What it doesn’t do
CAS 360 remains the corporate compliance platform. Visibility in AccountKit does not mean AccountKit performs the lodgement.
Where do we complete the CAS 360 work?
Continue the underlying compliance work in CAS 360. AccountKit surfaces the relevant information and provides a direct client link.