16 apps in 5 bundles, you choose the combination that best suits you and your firm
Exploring Accountex 2023
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.
The Benefits enjoyed by firms include:
and how we differentiate ourselves.”
and for winning and onboarding clients.”
and helped us train our people.”
client advisory system by far.”
system for CPAs and bookkeepers.”