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CAS 360

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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It is disappointing to see some software providers price gouging

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

I was contacted today by a client who advised me one of their software providers saw the current crisis as an opportunity to price gouge. The firm had been using this other software for a while and was certainly not wrapped with the software or the service but had stuck it out for a while. We all know what that is like. The fear of changing is worse than the fear of staying!

But then this software provider decided to increase the price of their software right in the middle of these difficult times. What chutzpah!

I am appalled – and so was the client.

At BGL, we want to help clients (and potential clients) not to screw them over.

So, we are offering our desktop clients, cloud clients and new clients a buy now, don’t pay until 1 July 2020 investment opportunity.

SO

If you are a current CAS 360 client, increase your number of companies today and you will not pay for the new companies until 1 July 2020.

If you are a current Simple Fund 360 client, increase your number of funds today and you will not pay for the new funds until 1 July 2020 (this included bank data and share data services).

If you are a CAS Desktop client, migrate your companies to CAS 360 today and you will not pay anything until 1 July 2020.

If you are a Simple Fund Desktop client, migrate your funds to Simple Fund 360 today and you will not pay anything until 1 July 2020.

If you are a not a BGL client, talk to us about moving to CAS 360 and / or Simple Fund 360. Sign up today and you will not pay anything until 1 July 2020.

And to all our clients

Thank you for your support over the past few weeks.

We have 150 team members working from home all doing their very best to service you through these difficult times.

March 30, 2020
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