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CAS360

By BGL Corporate Solutions
5 out of 5 stars
BGL's flagship product CAS 360 is the complete company, trust and AML management software solution with powerful automation and digital signing integration.
Rated
5.0
out of 5
Reviewed by
1
Xero user
Listed for
6 years
January 2018
Key functions
Practice manager

Overview

With 35 years of experience and ISO 27001 certification, BGL is the world leader in compliance management solutions, delivering innovative software to 12,700+ businesses maintaining 1.4 million+ entities worldwide.

BGL's flagship product CAS 360 is the complete company, trust and AML management software solution designed to help accounting firms, corporate service providers and company groups efficiently manage their compliance obligations in one innovative and user-friendly platform.

CAS360
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CAS360 + Xero

The seamless two-way integration between BGL and Xero Practice Manager (XPM) allows you to efficiently manage client and contact data across four applications in a single database. This integration connects the BGL product suite (CAS 360, Simple Fund 360 and Simple Invest 360) with Xero Practice Manager.

Key features of the integration include:

-Client and contact level synchronisation -Prompts to review a client/contact before synchronisation -Notifications of duplicate clients/contacts -The ability to add clients/contacts in bulk -Viewing client/contact relationships and change history -Search and filter functionality in the dedicated Client List screen

Additionally, if client or contact details change in any app, CAS 360 will automatically prompt you to prepare all relevant compliance documents.

Reviews & ratings

5.0 out of 5 stars
1 Reviews

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Most recent reviews

SR
Sam Rotberg
Posted 9 Apr 2019
5 out of 5 stars
We at AS Partners use CAS 360 and love the ease of use being a great cloud package for all our Corporate Compliance needs.

Additional info

Functions

Practice manager

Industries

Accounting

App details

By BGL Corporate Solutions
Added in 2018

Countries

Australia, New Zealand, Singapore, United Kingdom

Languages

English

Support

Setup walkthroughContact supportinfo@bglcorp.com

Contact

1300 654 401

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Get started with CAS360

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.