BGL Corporate Solutions (BGL), a leader in company compliance solutions, has announced an enhanced integration of its company secretarial software, CAS 360, with Xero Practice Manager.
This development introduces a more seamless two-way integration, enabling professional firms to manage their practice efficiently with a single firm database.
The integration simplifies the management of company, trust, and individual client/contact data across both platforms, eliminating manual and duplicate data entry while saving time and resources.
Key features of the enhanced integration include:
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Client/contact level synchronization
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Prompts to review a client/contact before synchronizing
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Notification of duplicate clients/contacts
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Bulk addition of clients/contacts
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Viewing client/contact relationships and change history
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Searching and filtering clients/contacts in the Client List screen
When client/contact details change in Xero Practice Manager, CAS 360 automatically prepares the relevant compliance documents, ensuring centralised and up-to-date data.
“Accounting practices are under increasing pressure to do more with fewer resources,” said Warren Renden, General Manager of CAS 360 at BGL. “This enhanced integration links client records to provide consistency across both platforms. Firms can now automatically sync their data across practice management, company secretarial software, and Companies House.”
“By connecting the applications, firms save time and reduce the administrative burden on their teams, allowing them to focus more on client service and business growth.”
For more information, visit www.bglcorp.co.uk/cas-360.
Meet the BGL Corporate Solutions team on stand 444 at Accountex London, taking place at Excel London on the 14-15 May, 2025.
