Norman Michael
Articles
Recent activity by Norman Michael
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Digital Signing: How to move from one provider to another?
Only a single Electronic Signing Provider can be integrated into a CAS 360 account at a time.In order to change the Electronic Signing Provider that you have integrated with your CAS 360, you will ...
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Sign in with Xero
BGL allows users to sign in to CAS 360 with their Xero account. It's simple and secure. Sign in with Xero leverages security features including two-step authentication, anomalous login detection, ...
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FYI Integration
You can now integrate your FYI account with CAS 360. Once set up, information is imported from CAS 360 overnight and automatically filed against the relevant client as a document in FYI. The docum...
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Adobe Sign
BGL empowers you to sign, send and manage your compliance documents anytime, anywhere, on any device This article is a guide as to how to set up the integration for Digital Signing from within CAS...
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Addresses Powered by Google
Address searching in CAS 360 is now powered by Google! In this day and age, we have all come to increasingly expect processes to be frictionless. However, in a lot of applications, a simple functi...
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Automated Document Reminders
When you prepare any document in CAS 360 you can pre-set document reminders for your clients. This includes all Company Change Documents, Annual Returns and even Trust Documents. Multiple remind...
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Support, Help and Feedback
Overview Gain greater value from CAS 360 with BGL product support, help and feedback. This article provides all the available resources for CAS 360, to help you resolve common queries, and how you...
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Company Documents
Overview The CAS 360 Company Documents screen allows users to view all documents specific to the company selected. At first glance, users will be able to: Immediately identify and group documents ...
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Trust Documents
Overview The CAS 360 Trust Documents screen allows users to view all documents specific to the trust selected. Navigation From the Main toolbar navigate to Trust To select a Trust that h...
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Trust Listing Report
Overview To report on all the trusts that have been created in CAS360 use the Trust Listing Report. The Report will summarise the following: Trust Name Trustee Trust Formed Trustee Appointed ...
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