BGL's CAS 360 is a complete administration system for companies. It automates the collection of company data from the Australian Securities and Investments Commission and handles all the day to day compliance activities for 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 with ASIC.
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: 1. Login to the BGL Practice Management Integration page. 2. Select the Integrations tab. 3. Select the Settings icon for Xero Practice Manager. 4. Enter your Authentication Key and select Update. 5. Toggle on contacts integration and Save. 6. Select the Settings icon for CAS360. 7. Toggle on contacts integration and Save.
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