Overview
Below is a summary of the Practice Management partners that are currently supported under BGL.
Integrating practice management software helps you add or edit client or contact details once, which automatically updates your client's details across all your products.
Synchronised Information between BGL and Practice Management Partners | |
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CAS 360 |
Clients: Companies & Trusts Contacts: Directors, Joint Members, Shareholders, Unitholders and Beneficiaries |
Simple Fund 360 |
Clients: SMSFs Contacts: Members, Trustees, Directors |
Simple Invest 360 |
Clients: Companies, Trusts and Individuals Contacts: Trustees, Directors, Shareholders, Unitholders and Beneficiaries |
Select one of the providers for instructions on how to integrate. Whilst the integration is free, users are required to have an account with one of the partners. Please refer to the partner's website for more pricing information.
List of Practice Management Partners
Practice Management Partners | What is needed to activate the integration with CAS 360? |
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APS Contacts+ |
Your firm needs to have activated APS Contacts+ before integrating with CAS 360. Once your firm has activated APS Contacts+, please review the prerequisite requirements here. |
Karbon |
Your firm needs to have activated Karbon before integrating with CAS 360. Once your firm has activated Karbon, please review the prerequisite requirements here. |
MYOB Acumatica |
Your firm needs to have active MYOB Acumatica account before integrating with CAS 360. Once your firm has activated MYOB Acumatica, please review the prerequisite requirements here. |
MYOB Practice Management |
Your firm needs to have activated MYOB Practice Management before integrating with CAS 360. Once your firm has activated MYOB Practice Management, please review the prerequisite requirements here. |
Xero Practice Manager (XPM) |
Your firm needs to have an active Xero Practice Manager (XPM) integrating with CAS 360. Once your firm has activated Xero Practice Manager (XPM), please review the prerequisite requirements here. |