Can you integrate with my accounting or company secretarial software?
Export new company registrations and trust establishments to CAS 360
When you establish a company or trust with us we can create the structure record in your CAS 360 software, without you needing to re-key the information. Simply authorise us in App Connect in your account and select Push to CAS 360 when placing your order. Once finalised, we will push the information to your CAS 360 account and send you an email link to the newly created record!
Import from BGL 360 for SMSF form completion
You can connect to BGL 360 to import fund details (name, trustees and members) into our SMSF establishment, Deed of Variation (Update), Change of Trustee, Change of Fund Name, Account Based Pension and Transition to Retirement Income Stream forms. Authorising us in the forms is easy, saves time and reduces errors in rekeying the fund information.
We are working on developing further integrations with other accounting software in the near future. Please let us know which software integrations would be valuable to your practice.