An Annual Return may take
you from 30 minutes to an hour to prepare
manually if you include the associated minutes
and correspondence. The Transfer of Shares,
Allotment of Shares and Change of Directors may
take you even longer. Are you recovering this
time at your full charge-out rate?
Are you entirely happy
with the quality of the output compared to that
produced by your accounts production or tax
software? If not then you could undoubtedly
benefit from improved client satisfaction as
it’s likely that your clients are not entirely
satisfied either.
You may only undertake
Corporate Compliance work as a service to your
clients and an unprofitable one at that! But
time savings in performing repetitive tasks can
be achieved easily by using the right tools –
taking typically 20% of the time it takes to
prepare manually. If these were available to you
then you could actively seek for this work, make
a good recovery on your chargeable time and
benefit from providing a first rate service.
Incorporations
If you offer a company
formation service you probably use an agent to
act on your behalf. Now you can do the whole
task yourself – simply & cheaply and increase
your profits substantially.
The product that enables
you to provide this first class service on a
very profitable basis is CAS – developed by BGL
of Australia.
Because it’s task
orientated – no complicated menus or codes, it’s
very easy to operate and doesn’t restrict you in
any way. Its highly sophisticated process
management system determines all the documents
you need for any change - automatically. A
simple click to confirm printing and all the
required forms are produced without user
intervention. No need to think about which forms
to print – CAS does it for you.
CAS has been developed
over the last ten years into the market leader
including offices of BDO, Deloitte Touche
Tohmatsu, KPMG and Ernst & Young. And many large
corporate businesses too. It has a customer base
of nearly 3,000 clients in 8 countries. And
it is available in
the UK .
What does CAS do?
Firstly it produces the
statutory forms including:
10 First
Directors, Secretary and Registered
Office
12 Declaration on Application for
Registration
88(2) Return of Allotment of Shares
88(3) Particulars of Contract
Relating to Share Issue
122 Notice of Consolidation,
Division, etc
123 Increase in Nominal Capital
169 Return by a Company Purchasing
Own Shares
190/190a Location of Register of
Debentures
225 Change of Accounting Reference
Date
287 Change of Registered Office
288(a) Appointment of Director or
Secretary
288(b) Resignation of Director or
Secretary
288(c) Change of Particulars of
Director or Secretary
318 Location of Directors Service
Contracts
325/325a Register of Directors
Interests in Shares
353/353a Location of Register of
Members
363a Annual Return
391 Resolution of Removal of Auditor
395 Particulars of Mortgage or
Charge
398 Certificate of Registration of
Charge
400 Mortgage or Charge Subject to
Property
403a Declaration of Satisfaction of
Charge
652a Application for Striking Off
652c Withdrawal of Application for
Striking Off
And, over 20
electronically too.
The Process Management
System automatically determines all the
documents you need for any change to your
Corporate Register. Displayed as a check list
all you need do is click to confirm and every
required document is printed. It removes the
possibility of forgetting to produce a form and
guarantees compliance.
Ensuring that deadlines
aren’t missed and Annual Returns and other
statutory documents are lodged by the due date
is vital. CAS helps here too with its
Document Tracking that records the flow of
documents from preparation through to lodgement
with Companies House. Whenever you print a
document it’s automatically tracked.
Document Tracking reports
include a comprehensive list for progressing
your Annual Returns. These include:
The current
status of all annual returns within
your database, e.g. prepared, not
prepared, sent to client or lodged.
The status of Annual Returns within
a date range
Annual Returns to be prepared
Documents that need to be lodged
within 7 days
…. and many more
You may well wish to add
your own manual checks for associated tasks and
the CAS Action Diary enables you to
better plan your work schedules. For instance,
you can print diary reports such as actions due
in next 15 days.
Dividend
Statements
Preparing dividend
statements manually is very time consuming –CAS
helps here too by automatically selecting these
documents:
Directors
Meeting Minute or Resolution
Notice of Members Meeting
Members Meeting Minute or Resolution
Members Consent to Short Notice
Dividend Statements
Dividend Report
And you can choose to
print them all or omit those you don’t need.
Your clients are very
demanding so you need a comprehensive system
that offers you a host of additional benefits.
For example:
You can set up
a Trust and prepare unit
holders certificates and supporting
documents.
You can maintain a Legal
Documents Register, e.g. hire
purchase agreements.
Three more things but they
are important:
The standard text used in
documents such as meeting minutes/resolutions,
consent and/or resignation letters, directors’
reports …. can be changed by you. You can also
create your own freeform minutes/resolutions.
CAS also includes 107
standard management reports and as these are
written using an industry standard report writer
you can change these to meet your individual
needs. What’s more if you have any extra special
needs then the in-built Query option will
satisfy your most demanding requirement.
The powerful reporting
system generates over 400 Company and Business
forms, text documents and reports for
16 Corporate Jurisdictions.
Special
Offer To You
The first year
subscription starts from only £500 and from only
£175 in the subsequent year. For so long as this
offer remains on our web site you can benefit
from our double offer:
a 15 month
subscription for the price of 12
months
a £50 training voucher to use on a
Practice Net CAS training course
You benefit from
our double guarantee too:
100% guarantee
of compliance
30 day money back guarantee. If for
whatever reason you choose not to
retain the product simply return it
for a 100% immediate refund.
Product pricing is
designed to suit every circumstance and
includes:
A variable
price according to the number of
companies to be processed - from
only 25 to 1000+ or unlimited
Single, multiple and networked
versions
To take advantage of our
special offer and receive immediate benefit
and commercial call us now on +44(0)29 2083
7426 or