See annual review information
Bring company annual review information into AccountKit’s practice view.
AccountKit + CAS 360
See company compliance alongside the client work
Surface CAS 360 annual reviews, ASIC payments and other lodgement information in AccountKit, with a direct route back to the client in CAS 360.
CAS 360Compliance dataConnected to your practice
- 01Review the AccountKit dashboard
- 02Identify the company item
- 03Open the client in CAS 360
What connects
What you can do with CAS 360
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.
In practice
Check the company position before a client conversation
Review the corporate compliance information in AccountKit, then open CAS 360 for the detailed client work.
A CAS 360 workflow
- 01Review the AccountKit dashboard
- 02Identify the company item
- 03Open the client in CAS 360
Your existing software, connected to the client work.
Connection setup
Bring CAS 360 into your AccountKit setup
Start with the accounts and permissions, then test the work your team needs to do.
- 01
Check your CAS 360 access
Have the person who manages your CAS 360 account confirm the access and permissions available for the connection.
- 02
Confirm the AccountKit features you need
Check your plan and connection requirements against the work you want CAS 360 to support.
- 03
Test with one client before rolling out
Connect the accounts with your administrator, test the intended workflow and confirm where the team should maintain the source record.
Before you connect
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.
Can we see CAS 360 with AccountKit before deciding?
Book an AccountKit demo and mention CAS 360. Bring a real example of the work you want to connect so the team can confirm the setup, supported actions and plan requirements for your firm.
The rest of your setup
Explore the connections around this work
- Compliance data
SimpleFund 360
Surface SimpleFund 360 information in AccountKit and click through to the applicable client when you need to work in the SMSF platform.
Explore integration - Xero
Xero Practice Manager
Connect Xero Practice Manager with AccountKit for client and contact information, while keeping AccountKit workflow jobs independent.
Explore integration - E-signing
Annature
Launch Annature signing requests from AccountKit’s document workflow, track progress and keep the signed document with the client’s files.
Explore integration
Your practice + CAS 360
See how CAS 360 fits your firm’s work.
Bring your CAS 360 setup and a client workflow to an AccountKit demo. We’ll walk through the connection and the next steps for your team.
