Education week | Streamline your Annual Review workflow | Webinar June 2022

Watch this webinar to learn how to streamline your Annual Review process!
This webinar will cover:

  • Alerts and filters to help manage received, upcoming and missed Annual Reviews
  • Comparison of CAS 360 company data with ASIC company data
  • Email delivery of the annual review pack to your clients
  • Bulk processing of Annual Reviews
  • Annual Review Reports
    Hosted by:
  • Damien Gunatillake, BGL Client Success Manager
  • Cody Richardson, BGL Client Success Team Leader
    Learn more about Annual Reviews at https://cas360.zendesk.com/hc/en-au/articles/360013366231