Home Screen

Once the CASSA app (hereafter referred to as the ‘app’) has opened, you will be presented with the Home screen and can see the functions available to you:

Company Forms
Client Forms
Completed Records
Main Menu (this is the ‘hamburger’ in the top menu bar)

First-time Using the App?

If this is your first time using the app, then you will need to import some templates from the app libraries. We’ll move onto this next, but if you want to get up and running quickly, you can also download and read the Getting Started guide:

Click here to download the 1-page Getting Started Guide