Apex FCA Client Assets Manual 2.0

All-new Excel workpapers

Version 2.0 represents a significant upgrade – the new workpapers are in Microsoft Excel rather than Word format, with enhanced features to guide you through the planning process and record your work.

As well as guidance notes on understanding CASS audits, the new Manual comes with a form-by-form ‘how to use’ guide, explaining key features and including top tips from a file reviewer’s perspective.

Expansion for new CASS chapters coming soon

Version 2.0 covers the same CASS chapters (3 to 8) as the current version 1.1 .

However, the new manual is built for expansion and the next version including CASS 11 and 13 and the incoming CASS 15 is in development for an early 2026 release.

Subscribers to version 2.0 will automatically receive the next version for no additional cost.

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