Seamless practice management
This unique integration means any change made to client details in Xero Practice Manager automatically updates CAS 360 and Simple Fund 360. Furthermore, if contact details are changed in either CAS 360 or Simple Fund 360, this change is automatically updated in Xero Practice Manager.
Real-time alerts are sent directly to and from each platform to notify users when a change has been made. Additionally, when a change is received by CAS 360, users will be prompted to prepare the required documents/forms for lodgement with ASIC.
This integration enables CAS 360, Simple Fund 360 and Xero Practice Manager clients to maintain a single client database – the ultimate goal of every professional firm.
One shared database between all products so contact records are
Alerts are sent directly to and from each platform to notify users when a
change is made.
A smart matching algorithm automatically matches and links
contacts on set up.
The BGL Integration Database service syncs contact/client changes every 3 hours.