Making the switch from CAS Desktop to CAS360 can seem daunting at first, but BGL will assist clients to manage this project.
Clients will engage with our specialist Client Success Team to help make the switch with you.
When you have completed the purchase of your CAS360, the nominated Administrator of the license will receive a 'Welcome' email that will ask you to log in, nominate a password and set up multi-factor authentication to access your new platform.
For further information on this process, please refer below:
Select Set Password from the 'Welcome' email.
Following this, a new tab will open on your web browser that will request you to nominate a password. Please do so using a unique set of characters and letters that you will remember.
The system will then prompt you to set up multi-factor authentication. Please click here for how to complete this process.
You should then have access to your CAS360 and begin inviting other users into the system as you see fit. For further information on how to do so, please click here.
Once you are ready to begin, you will be required to complete the below two pre-requisite tasks prior to migration.
Task 1: Review and confirm companies to be migrated to CAS 360
All companies (including Pending Deregistration) are migrated to CAS 360 except Deregistered Companies and Non-Current Clients. If you do not wish to migrate certain companies to CAS 360, follow the steps below:
Within CAS Desktop, go into the selected company.
Navigate to Company Data | Details on the top hand menu. Select the Status tab.
To exclude a company from the migration, ensure that the "Current client?" checkbox is unticked.
The status for the company under Company Selection will now display as "No Longer Client" and this company won't be migrated to CAS 360.
To compare the companies in CAS Desktop against the companies attached to your firm's Registered Agent on ASIC's end, you can lodge an RA61 - Request Review Date Report which can be lodged to ASIC via CAS Desktop.
Please Note: To access the BGL Wiki Help Article without your BGL Client Centre credentials, you can use the Guest Login.
Task 2: Run a Validation Check in your CAS Desktop software. For further information on how to do so, please see below:
To access the Migration utility to run the validations, please click here for further information.
Select the companies you are migrating to CAS 360 and then select Run Validations.
Note: To select all companies, please select Run Validation without selecting any companies and the validation will process for all of your companies.
|The Migration utility will run a check to confirm the accuracy of the data being migrated.|
What happens if you receive a validation error?
A validation error will appear if a particular piece of company information needs to be corrected. These errors can be:
Refer to Validation Checks for assistance on resolving the particular error(s) that you receive.
Please provide appropriate 30-day access to the Client Success Team to process the migration of your companies.
In order for Client Success to commence the migration of your data, you will then be required to invite the team into your CAS 360. Please refer to the below steps for how to do so:
|Once logged into CAS 360, select the App Switcher on the top right of the screen.|
|A new screen will load, select the Admin tab on the left-hand side bar. Following this, select Token Management.|
|The Token Management screen will load. Select Share with BGL Success for CAS 360|
|Ensure all users are logged out of CAS Desktop, you can then stop Nexus (refer to How to stop the Nexus Service).|
Once Nexus has been stopped, you will be required to extract three folders from your CASWIN folder.
Please note: If CAS is stored on a remote server, please ensure the files are extracted on the server.
These folders will need to be zipped and sent via a secure Dropbox link that will be provided to you by the team.
CAS Desktop vs CAS360
Tips and Tricks
- CAS360 Tips and Tricks - Session 1
- CAS360 Tips and Tricks - Session 2
- CAS360 Best Practice Webinar Playlist
Documents and Email Templates
Top Knowledge Centre Articles
- Annual Reviews
- Adding a Company
- ASIC Invoices
- CAS360 Forms
- CAS360 Conventions
- Navigation of CAS360
Have Questions? Check Out Our Resources!
When you are ready to purchase or you would like an upgrade, please contact the Sales and Account Management Team.
Phone: 1300 654 401
Alternatively, users have the option to log in to the newly implemented MyBGL function to make purchases. Please see the following links for assistance with using MyBGL.
Whilst moving your data to BGL Cloud products, you are welcome to contact our Client Success Team for all of your migration and conversion needs.
Phone: 1300 654 401
Email: Respond to your onboarding ticket confirmation email OR email@example.com
We recommend having all users in your firm partake in our free of charge (self-paced) online education program, the BGL Learning Channel.
It is also recommended to include this in your induction process for all new employees to your firm. You will have the ability to monitor and review progress for management purposes.
If you prefer textbooks and hardcopies, BGL provides manuals for all of our products.
To download a copy, please click here.
The CAS360 Knowledge Centre contains up to date "How to" articles for every process in CAS60.
Simply search keywords of the process you are looking for and off you go.
Once you are up to speed on the basic workings of your BGL cloud solution, you can keep up to date with new features by viewing our recorded webinars or registering for the live sessions.
BGL offers classroom training with a trained professional Australia-wide.
We cater for all levels of knowledge and dietary requirements.
If you prefer in-person demonstrations and the opportunity to ask questions as you, this is a highly recommended solution for you.
Keep your finger on the pulse.
Chat with like-minded BGL clients.
Be informed regularly about updates to your software.
Know which events BGL will be attending and so much more by registering with our BGL Community at no cost.
Keep in touch with us via our social media platforms!
Once you have successfully set your BGL cloud products, your ongoing technical queries can be directed to our BGL Support Team.
Submit a Ticket in CAS360
Live Chat in CAS360
Phone: 1300 654 401
- Each job differs based on requirements and workload. When you request assistance with the team, they will make contact with you to assess timeframes and advise accordingly.
- As this is cloud-based software, you can have unlimited users on the platform at any given time. Users do not need to be logged out of the software whilst the project is in process.
- Please Note: We do recommend that users do not work on companies currently being reviewed by the Client Success Team.
- BGL does not charge for services provided by the Client Success Team.
- The initial Welcome email will be sent to the nominated contact (provided at the point of purchase to BGL) and once this account has been set up on the software, this contact will then need to invite users into the platform. This is to ensure we are adhering to security measures.