Sign up to CAS 360 – BGL’s award-winning cloud-based software solution. Designed to streamline processes and take the hassle out of your compliance.
Does this sound like your daily
company & trust management nightmare?
Struggling to keep on top of your clients’ company, trust and AML/CCD compliance obligations?
Tired of manually updating spreadsheets and creating due date reminders?
Constantly chasing clients to sign company and trust documents?
Struggling to keep on top of your clients’ company, trust and AML/CCD compliance obligations?
Tired of manually updating spreadsheets and creating due date reminders?
Constantly chasing clients to sign company and trust documents?
Everything you need in one efficient, innovative, user friendly platform!
- Streamlined Annual Returns
- Automated Reminders
- Company Health Check
- Trust Management
- AML/CDD Management
- Integrations
Complete your Annual Return processing in 30 seconds per company – much faster than Companies Office or any other provider! How? Streamline your Annual Return process with CAS 360 time-saving features such as, automated tracking, downloads, database comparison review and delivery of the annual statement pack to your clients.
No more late fees, CAS 360 does the hard work for you! Your clients get automated and branded reminders (Email and SMS) from you, so there are no more excuses for paying Companies Office late fees.
CAS 360 automatically compares the data you have for each managed company with the Companies Office data, ensuring that you’re always up to date before sending any documents to clients. Unique real-time data, allowing you to update any discrepancies at the click of a button – Only in CAS 360!
Benefit from full Trust management with support for distributions. Ability to enter Trust information and create supporting documents!
Full AML/CDD workflow management with automated alerts, the ability to store contact CDD documentation plus generate CDD / AML reports. (Coming Soon)
Numerous integrations to help you building an efficient tech stack. Connect CAS 360 with Xero Practice Manager (XPM) and Xero HQ! Plus, electronically sign, send and manage compliance documents via Adobe Sign or DocuSign!
How it works..
Access your companies anywhere, anytime!
Connect CAS 360 with Companies Office
Invite users and
determine user roles
Streamline your
processes!
Take the hassle out of compliance by optimising processes. That’s more productivity, revenue for you and less back and forth for everyone!
How it works..
Access your companies anywhere, anytime!
Connect CAS 360 with Companies Office
Invite users and
determine user roles
Streamline your
processes!
Take the hassle out of compliance by optimising processes. That’s more productivity, revenue for you and less back and forth for everyone!
Supporting over 8,000 clients worldwide
We help firms of all shapes and sizes achieve their goals. Check our clients inspiring success stories!
Simple Fund 360 and CAS 360!
”CAS 360 has made life a lot easier
Sam RotbergAS Partners
for us internally.
”I love CAS 360! It's easy to use and has an awesome customer service.
Lee DuffieldAll In Advisory
”We're more efficient - it saves us time to focus on other activities.
Scott MurrayTester Porter Services
Supporting over 8,000 clients worldwide
We help firms of all shapes and sizes achieve their goals.
”CAS 360 has made life a lot easier
Sam RotbergAS Partners
for us internally.
”I love CAS 360! It's easy to use and awesome customer service.
Lee DuffieldAll In Advisory
”We're more efficient - it saves us time to focus on other activities.
Scott MurrayTester Porter Services
More than software
BGL has been delivering award-winning, user-friendly and innovative compliance software solutions for over 30 years. With BGL, you’re in safe hands! We’re here to help you thrive.
Simple Fund 360 & CAS 360!
