ASIC & Corporate Secretarial Cockpit

Cassandra ASIC Agent OS

One cockpit to run your book of client companies — registers, annual reviews, ASIC change workflows, resolutions and consents, e-signature, and lodgement tracking. Purpose-built for Australian tax agents, ASIC registered agents and accounting firms.

Built for Professional Firms, Not Consumers

Cassandra ASIC Agent OS is not a consumer company-registration website, a public legal marketplace or a generic document generator. It is a daily operations cockpit for professional firms managing hundreds or thousands of client companies under their registered agent credentials.

What ASIC Agent OS Does for Your Firm

Everything you need to run a book of client companies — explained in plain English.

All Client Companies in One Place

Manage every client company your firm acts for in a single, firm-isolated workspace — no more shared drives, scattered spreadsheets or duplicate registers.

Always-Current Company Registers

Keep officer, member, share and option registers up to date automatically, with a full share-transaction ledger that reconciles to every change you lodge.

Annual Reviews & Due Dates

Track every company's annual review date, ASIC fees, outstanding debts and late-fee risk on one screen — so nothing quietly slides past its deadline.

Late-Fee & Debt Risk Alerts

Get early warnings on companies at risk of late fees, unpaid ASIC debts or missed reviews, with a clear list of what needs action this week.

ASIC Change Workflows

Guided workflows for the changes your firm actually does — registered office, principal place, director and secretary appointments and cessations, agent appointment, deregistration, name changes and bulk person updates.

Share Issues, Transfers & Cancellations

Step-by-step share workflows that update the register, generate the right resolutions and certificates, and prepare the corresponding ASIC change.

Resolutions, Consents & Certificates

Generate board resolutions, director consents, solvency resolutions, share certificates and ASIC lodgement checklists from versioned templates your firm controls.

E-Signature with Audit Certificates

Send documents for electronic signature using hashed tokens. Every signed pack comes back with an audit certificate showing who signed what, when and from where.

Client Signing Without Sharing Logins

A dedicated read-only signing surface lets clients review and sign their documents without ever needing access to your firm's working files.

Flexible Lodgement Paths

Track manual, API bridge, EDGE outbox / gateway and guarded email lodgements through one clean provider adapter — so your team always knows how each form is going out.

Compliance Health Score

Every company gets a clear health score based on overdue items, register accuracy and outstanding actions, with critical issues surfaced on the practice dashboard.

Role-Based Access for Your Firm

Built-in roles for Firm Owner, Principal, Manager, Staff, Reviewer, Client Signatory and Read-only Auditor — everyone sees exactly what they should and nothing more.

Immutable Audit Trail

Every change to a company, register, document or lodgement is recorded in an append-only audit log — perfect for ASIC enquiries, internal reviews and PI insurance evidence.

Firm-Isolated Multi-Tenancy

Your firm's data lives in its own isolated workspace — no co-mingling, no cross-firm visibility, no accidental exposure between practices.

You Stay in Control of Lodgement

Cassandra ASIC Agent OS prepares and tracks the workflow. Final submission stays under your registered agent credentials — accountability stays with your firm.

Built for Daily Practice Operations

Designed for firms managing hundreds or thousands of client companies — not a consumer registration site, not a marketplace, not a generic document generator.

Who ASIC Agent OS Is For

A single platform for every role inside a professional firm.

Tax Agents

Manage every client company alongside your tax engagements, with one source of truth for officers, shares and reviews.

ASIC Registered Agents

Drive change workflows, lodgements and annual reviews from one cockpit, under your registered agent credentials.

Accounting Firms

Give corporate secretarial work the same rigour as your tax and audit practice — without buying yet another tool.

Corporate Secretarial Teams

Run hundreds or thousands of company files with versioned templates, audit certificates and clear review queues.

Tax Agent Firms

Keep client company structures clean, current and defensible while you focus on client work, not admin.

Reviewers & Auditors

Use a read-only role to inspect registers, documents and audit trails without risk of accidental changes.

Why Cassandra ASIC Agent OS

Built for Australian Registered Agents

Every workflow — Form 484, 362, 361, 6010, 205A-style changes, annual reviews, share register updates — is shaped around how Australian tax and ASIC agents actually run their books of companies.

One Cockpit Instead of Five Tools

Replace the patchwork of company registers, document templates, e-signature tools, lodgement spreadsheets and email chains with a single, audited cockpit.

Audit-Ready by Default

Versioned templates, hashed signature tokens, audit certificates and an immutable change log mean every action your firm takes is defensible and reviewable.

ASIC Agent OS questions

Cassandra ASIC Agent OS is a compliance and corporate-secretarial cockpit for Australian tax agents, ASIC registered agents and accounting firms that manage portfolios of client companies. It centralises registers, annual reviews, ASIC form workflows, resolutions, e-signature and lodgement tracking.

Form 484 (officer, member and share changes), Form 362 (agent appointments), Form 361 (agent ceasing), Form 6010 (deregistration) and ASIC annual review workflows, all generated from versioned templates with audit-ready evidence.

It tracks manual, API bridge, EDGE outbox/gateway, and guarded email lodgement paths through a clean provider adapter. Firms can choose the lodgement path that matches their ASIC arrangements while every lodgement is logged in the audit trail.

Yes. It is not a consumer company registration website or a generic document generator. It is purpose-built for Australian tax agents, ASIC registered agents and accounting firms managing many client companies, with per-firm isolation and role-based access.
Company · Sources · Professional review

Research standards for Cassandra ASIC Agent OS

Built and operated by Cassandra Research Pty Ltd — an Australian-registered software company (ABN 70 659 258 367) headquartered at 888 Collins Street, Docklands, Melbourne VIC 3008.

Professional workflows

Explore software workflows for Australian corporate-secretarial and ASIC registered-agent practice. Review the inputs, assumptions and resulting documents against the requirements of your matter.

Source verification

Relevant sources and standards include Corporations Act 2001 (Cth), ASIC Form 484, ASIC Form 362. Check their current text and application before relying on a result.

Australian software company

Cassandra Research is a registered Digital Service Provider (DSP) with the ATO. Read our Trust Center for company information and professional review responsibilities.

Data handling

Our Privacy Policy explains collection, storage, provider processing and overseas disclosures. Review the policy before sharing client information.

Primary sources & standards referenced

Corporations Act 2001 (Cth)
ASIC Form 484
ASIC Form 362
ASIC Form 361
ASIC Form 6010
ASIC Regulatory Guides
Tax Practitioners Board (TPB) standards
Australian Privacy Principles (APPs)

See ASIC Agent OS in Action

Book a call to walk through how Cassandra ASIC Agent OS could replace your current mix of registers, templates and lodgement spreadsheets.