Topdocs is a legal documentation company with a difference. Their innovative online ordering solutions, specialist advice, in-house legal review and technical training enable their clients to access premium quality documents and services efficiently, at cost-effective prices.
Benefits for CAS360 clients
Firms that use Topdocs can now add companies to CAS360 automatically.
This includes all newly registered companies or even companies that have been previously registered on the Topdocs platform.
Data that will be pushed to CAS360 from Topdocs
- Company Details (company basics, names, addresses)
- Officer details - including personal information
- Shareholder details - including personal information as well as individual, company and joint member shareholdings
- Company registration document pack
Integration with CAS 360
Topdocs allows users through their online portal to process a company registration. Once you have signed up and logged in, from the menu locate New Order and under Company select Company Registration.
Topdocs provides two packages when processing a company registration:
- Instant email - this is fully electronic document pack.
- Full Service - this is a printed document pack with a company binder included.
Payment must be made before the company is officially registered.
Once you have decided on the package you wish to purchase select Order Now.
You will be directed to the New Order Details screen.
Please confirm the type of purchase, if any pre-population requests with other practice management software are available and if you would like to create a bank account. Please ensure that you have selected to integrate with CAS 360.
Continue to use the Topdocs Portal to register the company, the following information will be required to complete the process:
- Company Details
- Company Addresses
- Company Officers
- Company Shareholders
Pre Populate People information from CAS 360
Have CAS 360 quickly and instantly pre-populate contact information in your application.
When entering Officers and Shareholders, clickbeside the name fields
A new browser will open requiring your CAS 360 login credentials.
After Logging in, your Contacts from CAS 360 will display.
Tick the required contact and click Apply.
Topdocs will now populate your application with the selected contact's details.
At completion, a confirmation message will display to confirm the creation of the company in CAS 360.
To authenticate the transmission you will need to enter your CAS360 login details, once the user clicks Create Company in CAS360.