From XU Magazine, 
Online News

BGL releases automated document reminders in CAS 360

August 22, 2022

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:

BGL Corporate Solutions, Australia's leading provider of self-managed superannuation fund (SMSF), investment portfolio and company compliance management software, is proud to announce that automated document reminders are now available in its company compliance software, CAS 360.

“It’s fantastic to release another highly anticipated feature,” said Ron Lesh, BGL’s Managing Director. “Set and forget document reminders will make following up with clients for outstanding company change documents, Annual Returns/Reviews and trust documents a breeze!”

“Traditionally, company professionals have used spreadsheets and calendars to track documents sent by email or snail-mail to their clients for signing, approval or some other action,” continued Lesh. “Sending consistent document reminders is crucial to avoid late lodgment penalties, but without automation, the process is tedious and time-consuming.”

“When a document is prepared in CAS 360, CAS 360 will automatically create reminders to be sent to their client,” said Lesh. “Clients have complete control, selecting the date and time of each reminder, if the reminders are sent by email, SMS or both, the email/SMS template, who the sender is and who the reminders go to.”

“When set, the document reminders appear as pending in the Document Deadline Alert and can be managed in CAS 360’s Pending Outbox screen,” added Lesh. “Once a document is lodged, the pending reminders are disabled. Plus, it’s easy to customise the reminders based on the needs of the client and toggle them on or off when required. It’s an excellent and well thought out feature which will save our clients heaps of time.”

“When a client logs in to the product, CAS 360 will show an Automation Report that details the automated tasks CAS 360 completed since their last login. It’s CAS 360 doing the manual work for you,” Lesh noted.

This automated document reminder functionality comes just months after BGL released its automated debt reminders in CAS 360, which sends automatic reminders to clients for outstanding debts to ASIC. “For anyone still manually tracking documents or debt and sending follow-ups to their clients, these features are game-changers,” noted Lesh.

CAS 360 now supports over 700,000 companies and 117,000 trusts across Australia, New Zealand and Singapore, with plans to release CAS 360 in Hong Kong and the United Kingdom in the not-too-distant future.

Why leave it there?

To find out more about BGL

Straight to your inbox

Subscribe to our newsletter for updates as they happen
We hate spam too. We NEVER sell our mailing list.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.