Overview
Streamline Company Compliance, Trust Management & AML Requirements! Discover why 2,700+ accounting firms trust CAS 360 to streamline and simplify compliance administration.
BGL's CAS 360 automates the collection of company data and handles all the day-to-day compliance activities for the company administrator - most of whom are accountants.
CAS360 + Xero
BGL integration with Xero Practice Manager (XPM) automatically syncs contacts in CAS 360 and Simple Fund 360 with clients in XPM. 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.
Getting started
Before the activation process, BGL have created an Integration checklist for users to ensure their BGL contacts database is ready to go!
To connect BGL to XPM:
- Login to the BGL Practice Management Integration page.
- Your firm will need to authenticate BGL to access XPM.
- All contacts and clients are downloaded from the selected products.
- BGL will attempt to match together clients/contacts from different systems using matching fields. e.g same Company Number.
- Where there is a discrepancy in the data or duplicate records you will need to select a course of action to correct it.
- No new clients/contacts will be added to a product without your approval.
- Once the initial synchronisation has been completed, any change made to the client/contact will be updated for all products or be flagged for review.
For further integration on how to setup the integration, please refer to our CAS360 help article: https://cas360.zendesk.com/hc/en-au/articles/360030848151
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