Welcome to CAS 360! Here's how to get up and running!
We understand that jumping into a new software can be a daunting task, but the team at BGL has your back! As new members of our BGL family, you can be rest assured that we will be there to provide you with as much support as possible to help you get the most out of your CAS 360.
From our Client Success Team aiding you with getting your company data uploaded onto the system to our support team helping you answer any software and Companies Office-related queries, we have you covered.
Below details what a typical onboarding and post-onboarding journey will look like when starting with CAS 360 New Zealand.
Onboarding Support:
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Initial Onboarding Session 30-45 mins |
Once you have purchased CAS 360 New Zealand, an Onboarding Ticket will be created for you on your behalf. Following this, the Client Success Team will contact you via your contact phone number or email to assist with your transition to the software. A Zoom session can be arranged with the Client Success Team to discuss the import process from Companies Office, any integrations, email settings, templates, and CAS 360 training. |
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Training Session 1 30-45 mins |
The first training session will typically cover: 1. Help and Resources 2. Company Selection and Alerts 3. Annual Returns This training can be recorded upon request. |
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Training Session 2 30-45 mins |
The second training session will typically cover: 1. Company Address & Shareholder Changes 2. Officer Changes 3. Contact Address Changes 4. Multi-Company Changes This training can be recorded upon request. |
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Training Session 3 (Optional) 30-45 mins |
The third training session (Optional) will typically cover: 1. AML/CCD 2. Trusts This training can be recorded upon request. |
Post-Onboarding Support:
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‘How To’ & Technical Queries |
Once onboarding has been completed, you may refer to the Support Team for any further assistance/queries through the following options: |
| Additional Training Resources |
A number of training resources are also available to help you along your BGL journey: |