Home Screen

Here we take a quick look at the app's home screen.

Last updated on 05 Feb, 2026

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

Main Menu

A quick look at the app's main menu.

Company Forms

This is where all your company forms are stored. This article walks you through accessing, completing, and managing them, etc.

Client Forms

This is where all your client forms are stored. In the same manner as the company forms, this article walks you through accessing, completing, and managing them, etc.

Completed Records

This articles goes through accessing, editing, deleting, and exporting completed records.

Export a Form

Exporting forms is straightforward, but if you're unsure here's how to do it.

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