fbpx Skip to main content

CAS 360 Product Update – October 2022

By October 10, 2022BGL Update, CAS 360

We are excited to announce another sensational CAS 360 update!
Click here to read the release notes and join the conversation in the BGL Community >>>

What's new?

Sync your client/contact data with BGL’s Xero Practice Manager integration!

We have released Version 2 of the integration between the BGL Suite (which includes CAS 360, Simple Fund 360 and Simple Invest 360) and Xero Practice Manager. This new and improved two-way integration allows firms to efficiently manage client and contact data across four applications in a single database! With features such as:

  • Real-time client and contact synchronisation
  • Prompts to review a client/contact before synchronising
  • Notification of duplicate client/contacts
  • Ability to add clients/contacts in bulk
  • Ability to view client/contact relationships and change history
  • A dedicated user interface to view and filter the integrated client list

Plus, when client/contact details are changed in any app, CAS 360 will prompt you to prepare all the compliance documents and forms for lodgment with ASIC.

Cleardocs Integration: CAS 360’s integration with online legal document provider, Cleardocs, now allows for a seamless transition from registering a trust to managing its compliance in CAS 360. Learn More

Cloudcheck Integration: CAS 360’s integration with electronic identification verification tool, Cloudcheck, is now even easier to setup with a link to subscribe to Cloudcheck added to CAS 360’s Verify Identity screen. Learn More

Document Uploads: The file upload size has been increased to 25MB to allow for larger document uploads.

Plus, many more new features and improvements. Don’t forget to check out the full release notes and join the conversation on the BGL Community >>>

Check out our Resources Hub!
We provide CAS 360 users with a myriad of resources and services which can be found in the Resources Hub. The Resources Hub provides practical stuff to help you in your CAS 360 journey. Visit Resources Hub >>>


Author BGLCorp

More posts by BGLCorp

Leave a Reply