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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.
Description
Like many businesses, you likely find yourself waiting extensively for clients to provide necessary documents, leading to a significant loss of time while you search across various platforms for important files. Instead of continuously following up with clients for those documents, offer them a user-friendly and secure mobile app for file sharing that they will appreciate. With Client Experience 2.0™, powered by Liscio, accountants and bookkeepers can significantly enhance their efficiency. Liscio serves as a contemporary, secure, mobile platform that facilitates communication with clients and the exchange of sensitive information, including documents and eSignatures, all while on the move. Clients often prefer texting, and urgent matters can easily get overlooked in crowded email inboxes. Liscio’s Real-Time Messaging creates a secure direct line between you and your clients, allowing you to stay updated on all interactions with clear tracking of progress and responsibility. Additionally, client-oriented tasks come equipped with text notifications and automated reminders for overdue items, ensuring that your clients remain on track and informed. This streamlined approach not only improves communication but also enhances the overall client experience, making your firm more responsive and effective in handling client needs.
API Access
Has API
API Access
Has API
Integrations
Adobe Acrobat Sign
Cloudoffis
Diversiview
Docusign
FuseSign
GreatSoft CRM
Karbon
Registry Direct
Sage CRM
SelfWealth
Integrations
Adobe Acrobat Sign
Cloudoffis
Diversiview
Docusign
FuseSign
GreatSoft CRM
Karbon
Registry Direct
Sage CRM
SelfWealth
Pricing Details
$13 per year
Free Trial
Free Version
Pricing Details
No price information available.
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
BGL Corporate Solutions
Founded
1983
Country
Australia
Website
www.bglcorp.com/cas-360/
Vendor Details
Company Name
Liscio
Founded
2017
Country
United States
Website
liscio.me
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
Product Features
Collaboration
Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing
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
File Sharing
Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management
