BGL announced integration with LightYear Docs

By August 31, 2020BGL Update, CAS 360, Homepage

BGL announces integration with LightYear Docs – one of Australia’s most advanced legal, tax and superannuation document creation and strategy automation engines.

“We’re thrilled to launch this new service with LightYear Docs”, said Ron Lesh, BGL’s Managing Director. “LightYear Docs is an industry leading provider and has been part of our Ecosystem for a while now. This seamless document integration represents a huge time saver to our clients by enabling them to create companies, trusts and super funds as well as other documents from within the LightYear Docs platform and then send the data and documents to CAS 360 with the click of a button. It has never been so easy to prepare documents – It’s just simple and quick!”, added Lesh.

LightYear Docs CEO Grant Abbott said, “We have spent the last year building strategy automation, with our longest being our comprehensive estate plan of more than 10 documents bundled into the one interview, plus we continue to instal a new document or strategy every week. With our low maximum $99 per single document pricing we have seen many accountants comparing what they spend and making the move. The next and most important step has been our BGL integration and we thank Ron and his team for making it happen. Strategy just got that much easier.”

“When software talks seamlessly to each other, it is a win-win for BGL, LightYear Docs and our clients”, stated Lesh. CAS 360 and Simple Fund 360 now support over 350 integration partners including banks, brokers, wraps, platforms, registries, practice management solutions, actuaries, document providers and many more.

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