Switching to CAS 360
Messages
See all 9 articlesContacts and Addresses
- Bank Accounts
- Contact Labels
- Contacts
- Global Addresses
- Global Contacts
- How to consolidate duplicate addresses
Features
- CAS 360 Conventions
- CAS 360's Smart Date System
- Company Labels
- Company Notes
- Company Selection Screen: Filter your columns
- Deleting and restoring companies in CAS 360
Company Management
See all 15 articlesTrusts
- Discretionary Trust Distributions
- How to add a Trust
- How to add relationships to a Trust
- Public Officer - Trusts
- Trust Beneficiaries
- Trust Documents
Getting Started
- CAS 360 Learning Channel
- Company Registration/Incorporation
- How to Set up MFA with Authentication App
- How to Set up MFA with SMS
- Invite Users / Adding Users
- Login to CAS 360