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BGL Update

BGL updates integration with MYOB GreatSoft

By BGL Update, CAS 360, Simple Fund 360, Simple Invest 360No Comments

BGL is proud to announce the release of its enhanced integration with leading business management platform MYOB GreatSoft practice management.

“We are excited to roll out our new and improved two-way practice management integration with GreatSoft,” said BGL’s Managing Director Ron Lesh. “This integration streamlines the management of company, SMSF, trust, and individual client and contact data across four apps in a single database. This eliminates the need for manual and duplicated data entry, freeing up valuable time and resources for clients.

Valantis Vais, Head of Product – Enterprise for MYOB, said, “Accounting Practices are struggling with an industry-wide shortage of Accountants, so reducing the amount of precious time wasted keeping data in sync between BGL’s suite of products and MYOB GreatSoft with a seamless 2-way workflow will help reduce pressure on the existing teams. Plus, this integration demonstrates our commitment to creating an Open Business Management Platform for Accountants.”

The new and improved two-way BGL Practice Management Integration (Version 2) connects MYOB’s GreatSoft practice management software with the BGL Suite, which includes company, trust and AML management software, CAS 360, SMSF administration software, Simple Fund 360 and accounting, investment and tax software, Simple Invest 360.

“The integration features client and contact level synchronisation, prompts to review a client/contact before syncing to an app and provides notifications for duplicate clients/contacts,” continued Lesh. “It also includes the ability to add clients/contacts in bulk, view client/contact relationships and change history. All clients/contacts can be searched and filtered in the Client List screen”. 

“So, if a client’s details change in the BGL Suite (CAS 360, Simple Fund 360 and Simple Invest 360), this change is automatically updated in GreatSoft,” added Lesh. “Also, when client or contact details change in any app, our company compliance software, CAS 360, will prompt clients to prepare all the relevant ASIC compliance documents.” 

BGL plans to extend this integration to other practice management partners.

BGL’s free and open API is used extensively across the industry with 350+ data feed and integration partners in the BGL Ecosystem, delivering a holistic experience to BGL clients.

Learn more about the BGL + GreatSoft Integration

About MYOB

MYOB is a leading business management platform in Australia and New Zealand, providing solutions to streamline key business workflows, from finance and inventory management to employee onboarding and payroll. With a core purpose of helping more businesses with 0 to 1000 employees in Australia and New Zealand start, survive and succeed, MYOB offers a richly curated, integrated and flexible platform that enables a business to make better decisions, unlock its full potential and confidently grow. For more information visit myob.com or follow MYOB on LinkedIn. For more information about MYOB’s Greatsoft solution, please visit GreatSoft: A Cloud Practice Management Solution For Growing Accounting Firms (myob.com).

CAS 360 Product Update – 7 September 2023

By BGL Update, CAS 360No Comments

What's New?

BGLiD – BETA Release: BGLiD is now available in BETA! BGLiD is a simple client identity verification solution fully integrated with your CAS 360 software. With: 

  • No setup or training required for CAS 360 clients,
  • Straightforward pricing with no minimum commitments,
  • The ability to use your existing CAS 360 contact data, OR
  • Request information from your client in a few clicks, and
  • Instant client identity verification results!

BGLiD validates IDs across various datasets, including Government ID, Anti-Money Laundering, Global Sanctions and Adverse News databases to verify an individual’s identity and is powered by FrankieOne

Want early access?

Learn more and register your interest in BETA!

Freeform Documents: The Content Title field in the Minutes/Resolutions freeform document templates is now editable and will be displayed in the final document. The Content Title field is optional and can be left blank. Learn More

Email and Document Templates: Company Contact First Name merge fields have been added to all document and email templates. The new merge fields will also work for the following freeform document templates:

  • Freeform Director Minutes/Resolutions 
  • Freeform Shareholder Minutes/Resolutions 
  • Freeform Documents Company 

Plus, many more new features and improvements. Remember to check out the full release notes on the CAS 360 Online Help and join the conversation in the CAS 360 Community. Links to previous update release notes are below:

Stay tuned for future releases!

Warren Renden
Head of CAS 360
E: [email protected] | P: 1300 654 401
Connect with me on LinkedIn