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BGL announces integration with GreatSoft

By BGL Update, CAS 360, Homepage, Simple Fund 360No Comments

BGL announces a two-way integration with GreatSoft.

The company has recently announced a two-way integration with GreatSoft. This two-way integration will allow any changes made to client details in GreatSoft Practice Manager to automatically update the CAS 360 and Simple Fund 360 database. Plus, in CAS 360, the user is prompted to prepare all the relevant ASIC compliance documents. Furthermore, if the contact details are changed in either Simple Fund 360 or CAS 360, this change is automatically updated in GreatSoft Practice Manager.

“This is a huge achievement for the API team”, said Ron Lesh, BGL’s Managing Director. “It will help many clients using both software solutions as mutual GreatSoft Practice Manager and BGL Simple Fund 360 / CAS 360 clients are now able to have just a single database – the ultimate goal of any professional firm.” Added Lesh.

“The challenge for firms is to improve the quality and accuracy of their data by eliminating data silos and reducing the number of out of sync databases that have been created as a result of lack of integration across suppliers”, said CEO of GreatSoft, Brian Armstrong.

“Accurate and easy access to client and compliance information is important to any accounting firm, and our integration with BGL provides the industry with a scalable cloud-based practice management and compliance solution, which delivers a 360° view of the client and a single source of truth. This gives practices the freedom and flexibility to create a truly integrated cloud practice ecosystem built on an open platform” added Armstrong.

“When software talks seamlessly to each other, it is a win-win for BGL, GreatSoft and our clients”, stated Lesh. CAS 360 and Simple Fund 360 now support over 350 integration partners including banks, brokers, wraps, platforms, registries, practice management solutions, actuaries, document providers and many more.

About GreatSoft

GreatSoft addresses the gap that exists in the market for a scalable, integrated cloud practice management solution that meets the needs of progressive accounting firms, including mid-tier and large firms.

GreatSoft is a proven solution that is used by over 1000 accounting firms in 15 countries. We work with some of the leading Accounting & Auditing firms in Australia and New Zealand to connect their practice ecosystems and use APIs to build a 360° unified view of the client and a single source of truth.

August 13, 2020
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BGL announces integration with ChangeGPS

By BGL Update, CAS 360, Homepage, Simple Fund 360No Comments

BGL proudly announces integration of Blueprint by ChangeGPS with CAS 360 and Simple Fund 360. Blueprint is designed to help accountants provide structure advice to their clients by generating easy to understand and automated structure charts.

“It’s great to have ChangeGPS as part of the BGL Ecosystem”, says Ron Lesh, BGL’s Managing Director. “ChangeGPS provides Australia’s leading tools designed to help automate day-to-day tasks for cloud-based accounting firms. The integration with BGL’s CAS 360 will save our mutual clients time and money, remove complicated data entry and time-consuming chart creation as well as provide efficiency gains and improve the communication with their respective clients by extracting CAS 360 data through our API to automatically generate smart, easy to understand and complete business structure charts”.

Blueprint by ChangeGPS extracts data from BGL’s CAS 360 and creates a structure chart using relationship information. Traditionally, clients find it difficult to understand their business structure and a chart is great but can often take up to an hour to prepare. Using BGL’s API, Blueprint will extract company, trust, super fund, officer, shareholder, beneficiary, unit holder and other entity relationships. Once the data is extracted, users will be easily be able to modify the chart to meet their needs and the needs of their clients. Blueprint is designed to help clients instantly understand the accountant’s advice – making it much easier for them to say “yes” to structure advice. Blueprint can also generate $1,000’s of extra revenue each month.

“We are thrilled to boost our legendary blueprint structure advice with information from BGL’s corporate compliance data set. This will give accountants more time back whilst having powerful information to communicate structure advice to clients” David Boyar, CEO

“At BGL, we are a strong advocate of developing ecosystem partnerships that help our clients to work better with their clients. Partnering with ChangeGPS is an example of two leading technology providers collaborating for the benefit of both our clients”, adds Lesh. BGL currently has over 350 partners in our Ecosystem.

August 6, 2020
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CAS 360 Software Update Release July 2020

By BGL Update, CAS 360, Homepage, Product UpdatesNo Comments

Hi All,

For the July CAS 360 update, we have focused heavily again on Trust management. Our aim has always been to have the best trust management feature set in Australia and New Zealand. Building on our release of Trust relationships in June, our new feature Trust Events takes this to the next level.

Trust Events is a new tab that has been added to all the trusts in CAS 360. Inside this tab, you now have a huge amount of new functionality. You can now store and record all asset, liability, gifting, income, and expense transactions for a trust.

This will give you a snapshot of all this information for each trust. Also, as years go by you will be able to add transactions for capital improvements, changes in value and forgiving of loans.

Best of all when any of these transactions takes place, CAS 360 will prepare the required supporting documents, which can then be reviewed by your Partner or Manager and delivered by email to your client for electronic signing.

In this release, we have also added a dedicated Documents tab to each trust allowing users to see all stored documents for each trust and also upload any other documents associated with the trust.

Also, new options have been added when preparing company registers. As CAS 360 supports up to 10 decimal places for unit registers and share registers, we have added an option to allow you to select how many appear, so for those difficult companies or unit trusts that go to 7 or 8 decimal places CAS 360 has you covered.

Users are now also able to select the name order to the Company Members Register & Unitholders Register, users can select to have this register ordered in First Name, Surname or Surname, First Name.

We have also improved the way joint members are ordered on Company Member and Trust Unitholder registers, the joint member will now be ordered by the First Name or Surname of the first representative.

This update also includes improvements to the officer’s screen and updated NZ form 9 template and API improvements.

To gain the most from our new features, attend our webinar on Wednesday, 19 August 2020 at 11:30 AEST. Register Now >>>

To read the full release notes, please visit the BGL Community >>>

July 28, 2020
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BGL announces closed BETA for Simple Invest 360

By BGL Update, Homepage, Simple Invest 3602 Comments

BGL is proud to announce closed BETA for its new non-super cloud Investment Portfolio software solution, Simple Invest 360!

“The Team have done a great job through the COVID-19 lockdowns to get Simple Invest 360 to closed BETA many months ahead of schedule” said BGL’s Managing Director, Ron Lesh. “We have had many enquiries from clients who have been looking for a non-super investment solution which provides the same level of automation and AI as Simple Fund 360. Simple Invest 360 is that solution”.

“Leveraging the powerful, award-winning technology of our SMSF admin solution Simple Fund 360, together with our ecosystem of over 300+ automated data feeds, Simple Invest 360 will provide a sensational CGT record-keeping and reporting solution for companies and trusts using our smart artificial intelligence powered categorisation and data capture.” added Lesh.

“Simple Invest 360 is built on the Simple Fund 360 general ledger and CGT engine” noted Lesh. “The team has done a superb job of leveraging the power of Simple Fund 360 with corporate actions and trust distribution automation features of Simple Invest 360 and the power of BGL’s double entry general ledger to make data processing smart, simple and flexible”,

If you would like to participate in the Simple Invest 360 open BETA later in 2020, complete the expression of interest form.

July 28, 2020
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