Overview
Welcome to CAS 360.
This guide is designed for new users who have recently gained access to CAS 360 and need a structured introduction to the platform. Whether you are using CAS 360 for the first time or transitioning from another system, this guide will help you understand the core features and begin using the system confidently.
We recommend completing the sections below in order.
Step 1: Become Familiar with the Interface
Before working with company data, take a few minutes to understand the main navigation areas within CAS 360.
Access CAS 360 using your login credentials. Once logged in, you will be taken to the main dashboard.
The navigation menu lets you access the system's primary areas: company records, documents, reports, and settings.
The Global Search bar allows you to quickly locate companies, contacts, and other records within CAS 360.
Alerts and notifications help highlight important updates, outstanding actions, and compliance items that may require your attention.
Step 2: Locate and Review a Company
Much of the work performed in CAS 360 takes place within the company record.
Use the Global Search bar to locate a company within the system.
Once a company is selected, you will be taken to the General Details screen. This page provides a summary of the company's key information.
Within the company record, several tabs provide access to important information, including:
Company information is stored within these tabs. Familiarising yourself with these areas will help you manage and maintain company records efficiently.
Step 3: Managing Contacts
The Contacts screen in CAS 360 is used to manage individuals and organisations that are associated with companies in your database.
Within CAS 360, you can:
Create new contacts
Update existing contact details
Maintain accurate contact records for compliance and document generation
Each contact record stores important information such as names, addresses, and identifying details. These records can then be linked to one or more companies within CAS 360.
Centralised contact management
A contact only needs to be created once and can be linked to multiple companies. This helps maintain consistency across your database.
Step 4: Running Reports
Reports allow you to extract and review company information stored in CAS 360.
Reports can be used to:
Review company data
Export company information
Support internal reporting requirements
Reports are generated directly from the data stored within the system.
Step 5: Annual Reviews
Annual Reviews are an important compliance process for maintaining accurate company records.
CAS 360 provides tools to help manage and process Annual Reviews efficiently.
When completing an Annual Review, you should:
Open the relevant company record.
Navigate to the Annual Review section.
Review the company’s details.
Generate any required documentation.
Complete the review process.
Before completing an Annual Review, it is recommended that all company details and registers are reviewed to ensure the information is accurate.
Next Steps: Online Training Courses
Once you have completed this onboarding guide and become familiar with the basic functions of CAS 360, we recommend progressing to our structured online training courses for more in-depth learning.
These courses provide detailed guidance on corporate compliance processes and advanced CAS 360 functionality.
A foundational course covering company secretarial principles, governance concepts, and core compliance responsibilities.
CAS Level 1 focuses on building a strong understanding of the core functionality within CAS 360.
This course covers:
Navigating the CAS 360 interface
Understanding alerts and notifications
Managing Annual Reviews
Working with trusts in CAS 360
Using document templates
CAS Level 1 is designed to help users become comfortable with the system and understand the key workflows required to manage company records and compliance tasks efficiently.
CAS Level 2 builds on foundational knowledge and focuses on advanced workflows within CAS 360.
This course covers:
Processing company changes
Creating documents and packs
Managing documents within the system
Lodgement procedures
Using digital signing functionality
CAS Level 2 is designed for users who are ready to handle more complex company tasks and compliance requirements, providing practical skills to manage documents and lodgements efficiently.
A certification pathway recognising advanced knowledge and proficiency in CAS 360.
These courses are designed to help users build confidence, expand their knowledge, and maximise the value of CAS 360 within their organisation.