BGL delivers seamless practice management for professional firms

Technology

The new BGL Suite two-way integration with practice management solutions allows firms to efficiently manage client and contact data across four applications in a single database.

Promoted by BGL 1 minute read

BGL Corporate Solutions (BGL) released its new and improved two-way practice management integration to efficiently manage client and contact data across four apps in a single database - a dream for any professional firm.

The integration makes the management of SMSF, company, trust, and individual clients/contacts seamless with:

  • Client and contact level synchronisation,
  • Prompts to review a client/contact before synchronising to an app,
  • Notification of duplicate clients/contacts,
  • The ability to add clients/contacts in bulk and; 
  • View client/contact relationships and change history.

In addition, all clients/contacts can be searched and filtered within the Client List screen. 

“So, if a client’s details change in the BGL Suite (CAS 360, Simple Fund 360 and Simple Invest 360), this change is automatically updated in the practice management app,” said Ron Lesh, Managing Director at BGL. “Also, when client or contact details change in any app, our company compliance software, CAS 360, will prompt clients to prepare all the relevant ASIC compliance documents.” 

Book a call to learn more about the BGL Suite + Practice Management two-way integration and how it can improve your firm's efficiency.

Building Better Workflows 

The next phase of our two-way BGL Suite Practice Management integration will provide clients with status levels showing their workflow positions across four apps in the practice management solution. 

“If they’re using Xero XPM, the super funds in Simple Fund 360 will display which funds are ready for audit, being audited or ready to lodge or haven’t been started,” said Ron Lesh, Managing Director at BGL. “So, clients can see their workflow positions within whatever practice management solution they use.”

 

About BGL

With over 30 years of experience in the accounting software industry, BGL delivers Australia's award-winning and leading cloud-based company compliance, self-managed superannuation fund (SMSF) and investment portfolio software solutions to over 9,500 businesses. 

With superior automation and sophisticated AI-powered technologies, the BGL Suite (which includes CAS 360, Simple Fund 360 and Simple Invest 360) make compliance easy for accounting and corporate compliance professionals.

For more information, please visit www.bglcorp.com.

Latest articles