BGL is proud to again be the recipient of the SMSF Adviser Software Provider of the Year award. Simple Fund 360 software uses sophisticated artificial intelligence (AI) powered technologies for smart data capture, categorisation and review.
Published by Australian Fintech on 29 August 2022
Click here to read on the Australian Fintech website
BGL Corporate Solutions have once again been announced as the recipient of the SMSF Adviser Software Provider of the Year award.
“We are thrilled to once again be recognised as the #1 SMSF software provider,” said Ron Lesh, BGL’s Managing Director. “Our team has worked tirelessly to ensure our clients have the best solution to meet their needs consistently releasing software updates every 3 weeks. That is an incredible achievement and one of the many reasons why Simple Fund 360 is leading the market and why clients continue to support us.”
Released in 2014, Simple Fund 360 software uses sophisticated artificial intelligence (AI) powered technologies for smart data capture, categorisation and review – simplifying the process of transaction processing for SMSFs and providing incredible efficiencies for clients.
Simple Fund 360 integrates with BGL’s CAS 360, Simple Invest 360 and many industry-leading practice management solutions while providing integrated accounting workpapers, digital signing, 350+ data feeds, registry integration, sophisticated portfolio reporting and BGL SmartDocs – BGL’s award-winning industry-leading paper-to-data solution. And for the accountants, Simple Fund 360 includes a proper double entry general ledger.
Jeevan Tokhi, Head of Simple Fund 360, said, “This award is a fantastic recognition of the entire BGL team. Our product team has continually delivered regular updates and listened to our clients. Our client-facing teams have provided exceptional service. BGL’s ecosystem team and our partners continue to build better integrations. Most importantly, we are delighting our clients!”
BGL’s Simple Fund 360 is used by almost 7,500 businesses administering over 250,000 SMSFs representing 41% of the 605,000 SMSFs in Australia. This client-voted award cements its position as the leading SMSF administration software solution in Australia.
BGL will be at Xerocon Sydney 2022 next month. Visit the BGL stand to watch a live demonstration of the BGL Suite and how it can improve your firm’s efficiency while delivering remarkable experiences for your clients.
Published by Australian Fintech on 22 August 2022
Click here to read on the Australian Fintech website
BGL Corporate Solutions announce that automated document reminders are now available in its company compliance software, CAS 360.
“It’s fantastic to release another highly anticipated feature,” said Ron Lesh, BGL’s Managing Director. “Set and forget document reminders will make following up with clients for outstanding company change documents, Annual Returns/Reviews and trust documents a breeze!”
“Traditionally, company professionals have used spreadsheets and calendars to track documents sent by email or snail-mail to their clients for signing, approval or some other action,” continued Lesh. “Sending consistent document reminders is crucial to avoid late lodgment penalties, but without automation, the process is tedious and time-consuming.”
“When a document is prepared in CAS 360, CAS 360 will automatically create reminders to be sent to their client,” said Lesh. “Clients have complete control, selecting the date and time of each reminder, if the reminders are sent by email, SMS or both, the email/SMS template, who the sender is and who the reminders go to.”
“When set, the document reminders appear as pending in the Document Deadline Alert and can be managed in CAS 360’s Pending Outbox screen,” added Lesh. “Once a document is lodged, the pending reminders are disabled. Plus, it’s easy to customise the reminders based on the needs of the client and toggle them on or off when required. It’s an excellent and well thought out feature which will save our clients heaps of time.”
“When a client logs in to the product, CAS 360 will show an Automation Report that details the automated tasks CAS 360 completed since their last login. It’s CAS 360 doing the manual work for you,” Lesh noted.
This automated document reminder functionality comes just months after BGL released its automated debt reminders in CAS 360, which sends automatic reminders to clients for outstanding debts to ASIC. “For anyone still manually tracking documents or debt and sending follow-ups to their clients, these features are game-changers,” noted Lesh.
CAS 360 now supports over 700,000 companies and 117,000 trusts across Australia, New Zealand and Singapore, with plans to release CAS 360 in Hong Kong and the United Kingdom in the not-too-distant future.
For more information, please visit www.bglcorp.com/cas-360.
We are excited to announce another sensational update for CAS 360! Including the major feature Automated Document Reminders!
“It’s fantastic to release another highly anticipated feature,” said Ron Lesh, BGL’s Managing Director. “Set and forget document reminders will make following up with clients for outstanding company change documents, Annual Returns/Reviews and trust documents a breeze!”
“Traditionally, company professionals have used spreadsheets and calendars to track documents sent by email or snail-mail to their clients for signing, approval or some other action,” continued Lesh. “Sending consistent document reminders is crucial to avoid late lodgment penalties, but without automation, the process is tedious and time-consuming.”
“When a document is prepared in CAS 360, CAS 360 will automatically create reminders to be sent to their client,” said Lesh. “Clients have complete control, selecting the date and time of each reminder, if the reminders are sent by email, SMS or both, the email/SMS template, who the sender is and who the reminders go to.”
“When set, the document reminders appear as pending in the Document Deadline Alert and can be managed in CAS 360’s Pending Outbox screen,” added Lesh. “Once a document is lodged, the pending reminders are disabled. Plus, it’s easy to customise the reminders based on the needs of the client and toggle them on or off when required. It’s an excellent and well thought out feature which will save our clients heaps of time.”
“When a client logs in to the product, CAS 360 will show an Automation Report that details the automated tasks CAS 360 completed since their last login. It’s CAS 360 doing the manual work for you,” Lesh noted.
This automated document reminder functionality comes just months after BGL released its automated debt reminders in CAS 360, which sends automatic reminders to clients for outstanding debts to ASIC. “For anyone still manually tracking documents or debt and sending follow-ups to their clients, these features are game-changers,” noted Lesh.
CAS 360 now supports over 700,000 companies and 117,000 trusts across Australia, New Zealand and Singapore, with plans to release CAS 360 in Hong Kong and the United Kingdom in the not-too-distant future.
We are excited to announce another sensational Simple Fund 360 and Simple Invest 360 update!
Written by Josh Needs
Published by Accountants Daily on 16 August 2022
Click here to read on Accountants Daily website
BGL Corporate Solutions’ company compliance management software CAS 360 has integrated with cloud document management software SuiteFiles.
BGL’s managing director Ron Lesh said that the integration would help clients increase the automation of their business processes.
“It’s great to add SuiteFiles to the BGL ecosystem,” said Mr Lesh.
“This integration will help CAS 360 and SuiteFiles clients in Australia and New Zealand automate workflows such as annual returns/reviews, filing and company management.”
BGL said that SuiteFiles was a document management software that would save clients time by allowing them to securely manage, edit, share and sign documents.
The integration between CAS 360 and SuiteFiles would enable BGL clients to upload or generate documents in CAS 360 and then automatically save them in SuiteFiles, according to BGL.
Chief executive of SuiteFiles Andrew Sims said he was excited to integrate with CAS 360 and BGL.
“CAS 360 was one of our most requested integrations because of the number of clients SuiteFiles and BGL share,” said Mr Sims.
“We’re pleased to bring CAS 360’s automated workflows and our document management together for the benefit of our shared clients.”
BGL said the functionality created by streamlining the workflow between the two applications would remove the need to manually add documents to SuiteFiles and also improve the visibility of data and documents across clients’ business.
“This one-way integration allows SuiteFiles to pull documents and data directly from CAS 360,” said Mr Lesh.
“Plus, any changes to documents prepared in CAS 360 will automatically synchronise to SuiteFiles. It’s seamless!”
SuiteFiles was founded in 2012 with a goal to help businesses become fully cloud-based and save them time by making it easier for them to communicate with their clients and internal teams.
SuiteFiles integration with BGL’s CAS 360 comes after having already integrated with Xero and also Microsoft Office 365.
Founded in 1983, BGL Corporate Solutions started with only two employees and has grown to become one of the largest developers of compliance software in the world, with more than 180 employees globally.
BGL provides cloud-based company compliance management, SMSF and portfolio administration software to over 8,000 businesses in 15 countries.
BGL’s clients range from major accounting and law firms to financial planners, as well as individual SMSF trustees.
Published by Australian Fintech on 15 August 2022
Click here to read on the Australian Fintech website
BGL Corporate Solutions have announced its company compliance management software, CAS 360, now integrates with cloud document management software, SuiteFiles.
“It’s great to add SuiteFiles to the BGL Ecosystem,” said Ron Lesh, BGL’s Managing Director.
“This integration will help CAS 360 and SuiteFiles clients in Australia and New Zealand automate workflows such as Annual Returns/Reviews, filing, and company management.”
“CAS 360 was one of our most requested integrations because of the number of clients SuiteFiles and BGL share,” said Andrew Sims, CEO of SuiteFiles. “We’re pleased to bring CAS 360’s automated workflows and our document management together for the benefit of our shared clients.”
SuiteFiles is a time-saving document management solution that allows clients to securely manage, edit, share, and sign documents. Integrating CAS 360 and SuiteFiles allows BGL clients to upload or generate documents in CAS 360 and automatically save them in SuiteFiles.
This feature will save clients time by streamlining the workflow between the two applications, removing the need to manually add documents to SuiteFiles while improving the visibility of data and documents across their businesses.
“This one-way integration allows SuiteFiles to pull documents and data directly from CAS 360,” added Lesh. “Plus, any changes to documents prepared in CAS 360 will automatically synchronise to SuiteFiles. It’s seamless!”
BGL’s free and open API is highly regarded and used extensively across the industry, with over 350 data feed and integration partners in the BGL Ecosystem delivering a holistic experience to our clients.
For more information, please visit https://help.suitefiles.com/introducing-cas360-integration.
BGL is proud to announce its company compliance management software, CAS 360, now integrates with cloud document management software, SuiteFiles.
Published by Australian Fintech on 10 August 2022
Click here to read on the Australian Fintech website
BGL Corporate Solutions, Australia’s leading provider of self-managed superannuation fund (SMSF), investment portfolio and company compliance management software, has announced it now has over 700,000 companies managed by over 2,700 firms on its company compliance solution, CAS 360.
“This is another huge milestone for BGL, and I’m extremely proud of the teams’ efforts,” said Ron Lesh, BGL’s Managing Director. “These results are only achieved thanks to the continued innovation, perseverance and passion of every individual at BGL.”
CAS 360 now supports over 700,000 companies and 117,000 trusts across Australia, New Zealand and Singapore, with plans to release CAS 360 in Hong Kong and the United Kingdom in the not-too-distant future. “CAS 360 is only in its infancy. With Hong Kong and the United Kingdom coming in the near future, 1,000,000+ companies are next on our charts,” noted Lesh.
“It has been a big month for BGL,” added Lesh. Simple Fund 360 now has more than 250,000 SMSFs and CAS 360 more than 700,000 companies – what a great effort by the team,” Lesh added.
Released in 2017, CAS 360 is cloud-based company compliance, trust and AML management solution with sensational automation providing incredible efficiencies for clients. CAS 360 streamlines the Annual Review process with automated tracking, downloads, database comparison review and delivery of the annual statement pack to clients. Automated alerts help users manage Annual Review dates, document deadlines and company debt. BGL suite and external practice management integration save heaps of time. Plus, set and forget email and SMS reminders make following up with clients a breeze! CAS 360 is the complete company compliance solution.
“We have come so far with CAS 360, and this is just the beginning,” says Lesh. “The future is very bright indeed.”
© 2024 BGL Corporate Solutions Pty Ltd.
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