This is….
Your Advisory.
Your Way.
16 apps in 5 bundles, You choose what best suits you and your firm
The top apps for accountants
CAS Technical Team
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ONLINE DEMO
This is….
Your Advisory.
Your Way.
16 apps in 5 bundles, You choose what best suits you and your firm
Tips to make sure that it’s all about the client
John Thompson
REQUEST AN
ONLINE DEMO
and how we differentiate ourselves.”
and for winning and onboarding clients.”
and helped us train our people.”
use CAS.”
client advisory system by far.”
What is the Complete Advisory Solution?
CAS – The Complete Advisory Solution is a unique client advisory system, providing accountants and bookkeepers of all sizes with everything they need to deliver fully paid for client advisory services to their clients and prospects.
The CAS Whole of Client approach incorporates both sides of client advisory – both the personal and the business. If you are an experienced business adviser that wants to systemise what you do for more effective delivery of advisory OR someone who wants to get started by focusing on the personal affairs of your clients then CAS includes apps to enable you to do so.
Your Advisory…Your Way.