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BGL CAS 360 INTEGRATION

Topdocs has a long standing relationship with BGL, and we have created a number of integrations that make it quick and easy to set up your SMSF and corporate documentation using BGL software.

download Download our CAS 360 integration brochure

POPULATE YOUR COMPANY APPLICATIONS WITH CAS 360 CONTACT DETAILS

When you order a new company online with Topdocs, you have the ability to directly import your CAS 360 contacts into the officeholder and shareholder sections of the application form.

You will see your CAS 360 contact’s name, address, date of birth and place of birth all instantly populated into your online application form.

Not only does this save you time, but ensures that when we create your company in CAS 360 for you upon submission of your order (see section below) it ensures that no duplicate contacts are created in your CAS 360 account.

This great feature can be utilised not only when you set up stand alone companies, but also when you are ordering a new corporate trustee as part of a SMSF, discretionary trust or unit trust establishment.

INSTANTLY SET UP YOUR NEW COMPANIES IN CAS 360

When you order a new company online with Topdocs, you have the option to have the new company instantly set up in CAS 360 once it is registered with ASIC, without the need to key any additional client data.

When you submit your company registration order, we will register the company with ASIC, then securely send the company information back to your CAS 360 account, creating the new company automatically as well as linking all of the relevant contacts.

This great feature can be utilised not only when you set up stand alone companies, but also when you are ordering a new corporate trustee as part of a SMSF, discretionary trust or unit trust establishment.

CAS DESKTOP INTEGRATIONS UPDATE YOUR OLD COMPANY CONSTITUTIONS IN BULK – WITHOUT COMPLETING A SINGLE ORDER FORM!

Update your old company constitutions without keying any client data! Our company constitution multi update tool enables you to update a number of your company constitutions at once by simply uploading the CAS desktop company upload file and the current constitution for the company into our online platform – then we’ll do the rest. No need to complete any order forms or key in any client data.

This tool makes it easy to ensure your client’s constitutions are up to date, and to keep the constitutions of your companies consistent in your practice.

EASILY SET UP YOUR COMPANIES IN CAS

Every company order you place with Topdocs comes with a .CMY file that contains all of the company information. Simply upload this file into your desktop version of CAS, and your company will be completely set up without you having to rekey any client details.

MORE INFORMATION

For more information about Topdocs and our BGL integrations, please contact the team at Topdocs on 1300 659 242. You can also learn more about BGL and the services they provide here.