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Average Ratings 0 Ratings
Description
Acct1st is crafted by CPAs specifically for the needs of fellow CPAs, functioning as a comprehensive document management system suitable for accounting firms of any scale. Whether you are part of a large CPA firm with over 100 employees or a solo practitioner, Acct1st provides an ideal document solution tailored to your requirements! This enterprise-level software suite boasts an extensive array of modules and features essential for securely managing electronic documents and workflows from any location around the globe. Reach out to us today for additional details and to connect with one of our document specialists, who will assist you in identifying the best solution to achieve your firm's paperless aspirations. Experience enterprise-level document management for just $1 daily per user, which encompasses unlimited storage and access to all software modules. Securely share files using password-protected hyperlinks, send NetMail to multiple third-party recipients, and seamlessly integrate DocuSign™ for digital signatures and electronic forms. Elevate your firm's efficiency and productivity with Acct1st, the ultimate tool for modern accounting practices.
Description
Compliance software designed for companies allows professionals to streamline workflows and effectively oversee compliance requirements. Users can swiftly and effortlessly modify documents in Word and adjust email templates in various formats, incorporating their organization's logo and distinctive branding. Featuring top-tier integration, CAS 360 connects with leading practice management, document management, and e-signature services, providing a smooth and productive user experience. Users can easily upload, submit, and modify documents while also accessing a comprehensive history of each file. The platform enables rapid filtering of documents across all companies through a unified global document interface in CAS 360. With automated alerts and filters for Smart Annual Reviews, it assists in managing received, forthcoming, and overdue annual reviews. Additionally, it generates a complete set of compliant documents for every amendment made to corporate registers, ensuring accuracy and compliance. Furthermore, the software includes a feature that allows users to automatically compare their company records with the data provided by ASIC. This ensures that companies remain up-to-date and aligned with regulatory standards.
API Access
Has API
API Access
Has API
Integrations
Adobe Acrobat Sign
Cloudoffis
Diversiview
Docusign
FuseSign
GreatSoft CRM
Registry Direct
Sage CRM
SelfWealth
Xero
Integrations
Adobe Acrobat Sign
Cloudoffis
Diversiview
Docusign
FuseSign
GreatSoft CRM
Registry Direct
Sage CRM
SelfWealth
Xero
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$13 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Acct1st Technology Group
Website
www.acct1st.com
Vendor Details
Company Name
BGL Corporate Solutions
Founded
1983
Country
Australia
Website
www.bglcorp.com/cas-360/
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation