CAS 360 connects with practice management, document management, company registration and digital signing software. Use this article to see which software CAS 360 works with, what each integration does, and where to set it up.
Two kinds of connection
Client and contact sync is two-way: a change to a client in one product updates every connected product. Document integrations are one-way: CAS 360 sends documents or statuses to the other software, and changes made there don't come back to CAS 360.
Which practice management software syncs clients and contacts?
These partners sync your clients and contacts with CAS 360, Simple Fund 360 and Simple Invest 360, in any combination. For prerequisites and what is synchronised, see Summary of Practice Management Partners.
| Software | Set-up article |
|---|---|
| APS Contacts+ | APS Contacts+ Integration |
| Karbon | Karbon |
| MYOB Acumatica | MYOB Acumatica Integration |
| MYOB Practice Management | MYOB Practice Management Integration |
| Xero Practice Manager (XPM) | Xero Practice Manager (XPM) Integration |
To sync CAS 360 with Simple Fund 360 or Simple Invest 360 without a practice management partner, see CAS 360 and Simple Fund/Invest 360 Contact Integration.
Which document management software can receive CAS 360 documents?
| Software | What it does |
|---|---|
| FYI Docs | Imports CAS 360 company documents and ASIC statements, with their status, into FYI overnight and files them against the client. An FYI administrator sets it up in FYI's Automation menu. |
| SuiteFiles | Saves documents you generate or upload in CAS 360 to the client's CAS 360 folder in SuiteFiles. Companies only, not trusts. |
| Virtual Cabinet | Lets you manage CAS 360 documents from inside Virtual Cabinet. Virtual Cabinet enables and configures it; nothing is set up in CAS 360. |
Can I see CAS 360 information in another dashboard?
Yes, in AccountKit. The Account Kit Integration shows each company's Annual Review status, document deadlines, the ASIC company debt list and documents awaiting lodgement on your AccountKit dashboard.
Which providers work with company and trust registration?
| Provider | What it does |
|---|---|
| Cleardocs | Exports a company or trust you register through Cleardocs into CAS 360, so you don't re-enter its details. See Cleardocs Integration - Company Registration and Cleardocs Integration - Trust Registration. |
| Constitute | Pushes a new company or trust you register through Constitute into CAS 360. You authorise the connection in Constitute's App Connect. |
| LightYear Docs and Smarter SMSF | Let you buy a company constitution in CAS 360 after ASIC accepts an electronic company registration. This is a paid service, billed through MyBGL. |
Which digital signing providers can I use?
CAS 360 integrates with FuseSign, Docusign, Adobe Sign and PleaseSign. To compare licences and features, see Summary of Digital Signing Providers.
Sign-in and developer access
- Sign in with Xero
Sign in to CAS 360 with your Xero account. Your Xero account must use the email address you were invited to CAS 360 with.
- BGL API
Lets software providers connect their application to CAS 360 and Simple Fund 360, with the firm's consent.
Frequently asked questions
No, CAS 360 doesn't integrate with LodgeiT. If you use Simple Fund 360, you can export the SMSF annual return to LodgeiT. See Export SMSF Annual Return to LodgeiT.
No, CAS 360 doesn't integrate with HandiTax. Software providers can connect to CAS 360 through the BGL API.
No. FYI doesn't sync clients and contacts with CAS 360. It imports CAS 360 documents only. See FYI Docs Integration.
Ether "Email integrations@bglcorp.com.au" or "Send us feedback from the upper menu in CAS 360. See Log a Support Call, Help and Feedback." If you're a software provider, see BGL API.