How it Works
Join us and take a CAS Subscription.
Your Advisory. Your Way.
CAS includes 16 apps in five bundles
You choose the combination that best suits you and your firm.
Subscriptions start from as little as £100 per month with no limit on the number of clients with which you can use CAS for:
1 to 3 Users / 4 to 10 Users / 10 + Users
Support and Implementation
Initial one hour online training is provided for
Prospecting and Onboarding
Access online video tutorials
Further tailored one to one support is available for Planning Business, Planning Personal and Performance as required
Make it Yours
Send us your existing company logo, colours and imagery and we’ll match all of our apps to your company brand!
CAS printed reports will also include your brand colours and logo.
There is a one-off charge for practice branding and for any subsequent sub-branding.
This enables you to present CAS as your branded product and create different brands for different markets if you so wish.
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.”