BGLCorp

Published by Australian Fintech on 05 September 2022
Click here to read on the Australian Fintech website

BGL Corporate Solutions have announced the release of its new two-way integration with Xero Practice Manager (XPM).

“We have been running Version 2 of our Xero Practice Manager integration in BETA for several months and are excited to start rolling this out to all BGL clients,” said Ron Lesh, BGL’s Managing Director. “The integration allows clients to efficiently manage client and contact data across four applications in a single database – a dream for any professional firm.”

In 2017, BGL released Version 1 of its integration with Xero Practice Manager, which automatically synchronised contacts with BGL’s product suite (which includes CAS 360, Simple Fund 360 and Simple Invest 360) with clients in Xero Practice Manager.

“For some firms, Version 1 of this integration worked extremely well,” said Lesh. “However, we listened to client feedback and decided to rebuild the integration from the ground up.”

“The new integration with Xero Practice Manager is more dynamic and keeps data records across apps consistent,” continued Lesh.

“Features include both client and contact synchronisation, prompts to review a client/contact before synchronising to a product, notification of duplicate client/contacts, the ability to add clients/contacts in bulk and to view client/contact relationships and change history. Plus, a brand-new user interface to view and filter the integrated client list.”

“So, if a client’s details changed in BGL’s product suite, this change is automatically updated in Xero Practice Manager, providing seamless practice management integration for professional firms,” noted Lesh. “Plus, when client or contact details changed in any of the apps, BGL’s company compliance software, CAS 360 will prompt clients to prepare all the relevant ASIC compliance documents.”

This integration will be rolled out to our other practice management integration partners in the coming months.

BGL will be at Xerocon Sydney 2022 this week. Visit the BGL booth E+19 to watch a live demonstration of this new two-way integration and how it creates a single database between BGL’s product suite and Xero Practice Manager.

Published by Australian Fintech on 29 August 2022
Click here to read on the Australian Fintech website

BGL Corporate Solutions have once again been announced as the recipient of the SMSF Adviser Software Provider of the Year award.

“We are thrilled to once again be recognised as the #1 SMSF software provider,” said Ron Lesh, BGL’s Managing Director. “Our team has worked tirelessly to ensure our clients have the best solution to meet their needs consistently releasing software updates every 3 weeks. That is an incredible achievement and one of the many reasons why Simple Fund 360 is leading the market and why clients continue to support us.”

Released in 2014, Simple Fund 360 software uses sophisticated artificial intelligence (AI) powered technologies for smart data capture, categorisation and review – simplifying the process of transaction processing for SMSFs and providing incredible efficiencies for clients.

Simple Fund 360 integrates with BGL’s CAS 360, Simple Invest 360 and many industry-leading practice management solutions while providing integrated accounting workpapers, digital signing, 350+ data feeds, registry integration, sophisticated portfolio reporting and BGL SmartDocs – BGL’s award-winning industry-leading paper-to-data solution. And for the accountants, Simple Fund 360 includes a proper double entry general ledger.

Jeevan Tokhi, Head of Simple Fund 360, said, “This award is a fantastic recognition of the entire BGL team. Our product team has continually delivered regular updates and listened to our clients. Our client-facing teams have provided exceptional service. BGL’s ecosystem team and our partners continue to build better integrations. Most importantly, we are delighting our clients!”

BGL’s Simple Fund 360 is used by almost 7,500 businesses administering over 250,000 SMSFs representing 41% of the 605,000 SMSFs in Australia. This client-voted award cements its position as the leading SMSF administration software solution in Australia.

BGL will be at Xerocon Sydney 2022 next month. Visit the BGL stand to watch a live demonstration of the BGL Suite and how it can improve your firm’s efficiency while delivering remarkable experiences for your clients.

Published by Australian Fintech on 22 August 2022
Click here to read on the Australian Fintech website

BGL Corporate Solutions announce that automated document reminders are now available in its company compliance software, CAS 360.

“It’s fantastic to release another highly anticipated feature,” said Ron Lesh, BGL’s Managing Director. “Set and forget document reminders will make following up with clients for outstanding company change documents, Annual Returns/Reviews and trust documents a breeze!”

“Traditionally, company professionals have used spreadsheets and calendars to track documents sent by email or snail-mail to their clients for signing, approval or some other action,” continued Lesh. “Sending consistent document reminders is crucial to avoid late lodgment penalties, but without automation, the process is tedious and time-consuming.”

“When a document is prepared in CAS 360, CAS 360 will automatically create reminders to be sent to their client,” said Lesh. “Clients have complete control, selecting the date and time of each reminder, if the reminders are sent by email, SMS or both, the email/SMS template, who the sender is and who the reminders go to.”

“When set, the document reminders appear as pending in the Document Deadline Alert and can be managed in CAS 360’s Pending Outbox screen,” added Lesh. “Once a document is lodged, the pending reminders are disabled. Plus, it’s easy to customise the reminders based on the needs of the client and toggle them on or off when required. It’s an excellent and well thought out feature which will save our clients heaps of time.”

“When a client logs in to the product, CAS 360 will show an Automation Report that details the automated tasks CAS 360 completed since their last login. It’s CAS 360 doing the manual work for you,” Lesh noted.

This automated document reminder functionality comes just months after BGL released its automated debt reminders in CAS 360, which sends automatic reminders to clients for outstanding debts to ASIC. “For anyone still manually tracking documents or debt and sending follow-ups to their clients, these features are game-changers,” noted Lesh.

CAS 360 now supports over 700,000 companies and 117,000 trusts across Australia, New Zealand and Singapore, with plans to release CAS 360 in Hong Kong and the United Kingdom in the not-too-distant future.

For more information, please visit www.bglcorp.com/cas-360.