The #1 Document Management Integration for CAS 360.
Every Company Document Filed. Automatically.
Every document CAS 360 generates, filed against the right client - the moment it exists.
CAS 360 Generates the Documents. Workiro Builds the Client File.
Automatic capture: When a file is created in CAS 360 it is automatically added to Wórkiro.
Filed to the right client, every time: Workiro matches the company or business number stored in CAS 360 to your existing client connection.
No duplicates: Built-in deduplication logic keeps the client file clean, even when documents are updated in CAS 360.
One source of truth: Company secretarial documents sit alongside emails, approvals and signatures in a single defensible client file.
CAS 360 Without Workiro
Docs generated in CAS 360. Filed wherever someone was working.
• Documents downloaded and saved manually
• Attachments separated from the parent document
• Duplicate copies across drives and inboxes
• Client files rebuilt by hand when evidence is needed
CAS 360 After Workiro
Every document filed to the right client, automatically.
• CAS 360 documents captured automatically
• Attachments brought across with the document
• Deduplication keeps one clean version in the file
• Matched to the client by company number, not guesswork
See the difference
Your Team Works as Normal
Company secretarial documents generated as normal
Works for new documents from the moment you connect
No change to how your team uses CAS 360
Captured With Everything Attached
Document and all attachments brought into Workiro
Updated documents captured when they change
Deduplication logic prevents multiple copies
Complete Client File Is Ready Before You Need It
Filed to the matching client by company or business number
Complete, searchable & traceable to the client it belongs to
Your client file stays complete without manual filing
CAS 360 integration demo
The Resolution Isn't Done Until It's Signed. And Filed.
No orphaned PDFs: The signed copy files itself against the client, next to the document it completes
No chasing from memory: Outstanding signatures visible and followed up, without anyone keeping a mental list
No "who agreed to this?": Every approval and signature carries a full audit trail of who signed what, and when
When the File is Requested, You’re Ready – Without Rebuilding The File.
Find evidence in seconds: Filed against the client, alongside emails, approvals and signatures
Answer with confidence: Nothing depends on who downloaded what, or where they saved it
Defend the file, not excuse it: Built as the work happened, not rebuilt when someone asked
CAS 360 integration demo
CAS 360 and Workiro Frequently Asked Questions:
Workiro is document management and client workflow software for accounting and professional-services firms in the UK and Australia.
Keep Every Client File Defensible — Without Slowing Down.
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