BGL Corporate Solutions (BGL), the world leader in company compliance solutions, is proud to announce enhanced integration of its company secretarial software, CAS 360, with leading practice management platform, Xero.

This new development brings an even more powerful and seamless two-way integration that promises seamless practice management for professional firms and the reality of a single firm database.

The enhanced integration between CAS 360 and Xero Practice Manager simplifies the management of company, trust and individual client/contact data across both platforms. It eliminates the need for manual and duplicate data entry and frees up valuable time and resources for clients.

The enhanced two-way integration features:

• Client/contact level synchronisation.
• Prompts to review a client/contact before synchronising.
• Notification of duplicate clients/contacts.
• The ability to add clients/contacts in bulk.
• The ability to view client/contact relationships and change history.
• The ability to search and filter all clients/contacts in the Client List screen.

When client/contact details change in Xero Practice Manager, CAS 360 automatically prepares all the relevant compliance documents, streamlining workflows and ensuring the firms' data is centralised and up to date.

“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 between CAS 360 and Xero Practice Manager links client records to provide consistency across both platforms. Firms can now automatically have their data synced across their practice management, company secretarial software and with Companies House.”

“By connecting the applications, firms save valuable time and reduce the manual administrative burden on their teams, allowing them to focus more on client service and business growth.”