The Complete Advisory Solution (CAS) delivers a suite of Client Engagement and Business Development Tools.

Processes and Materials to enable Accountants and Advisers to differentiate themselves and their Firm and develop New Advisory Revenue Streams.

The Benefits to You

  • Don't get left behind
  • Win new clients through innovative prospecting approaches
  • Increase client spend through structured proactive services
  • Nurture client relationships and enhance client retention
  • Mitigate compliance pricing pressures

The Complete Advisory Solution Licence

  • Flexible and intuitive delivery platform
  • Unlimited number of users
  • Five progressive delivery suites
  • Access to online tutorials
  • Access to a proforma Standard Operating Process
  • Marketing materials and guidance
  • Choice of support options
  • Monthly licence fees