Making the switch from Companies Office or other providers to CAS360 can seem daunting at first, but BGL will assist clients to manage this project.
Clients will engage with our specialist Client Success Team to help make the switch with you.
Option 1 - Switch from Companies Register to CAS360
When you have completed the purchase of your CAS360, the nominated Administrator of the license will receive a 'Welcome' email that will ask you to log in, nominate a password and set up multi-factor authentication to access your new platform.
For further information on this process, please refer below:
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Select JOIN from the 'Welcome' email. |
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Following this, a new tab will open on your web browser that will request you to nominate a password. Please do so using a unique set of characters and letters that you will remember. |
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CAS360 will then prompt you to set up multi-factor authentication. Please click here for how to complete this process. |
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You should then have access to your CAS360 and begin inviting other users into the system as you see fit. For further information on how to do so, please click here. |
BGL highly recommends taking the time to view the below resources to become familiar with the basic functions of your new product.
Tips and Tricks
- CAS360 Tips and Tricks - Session 1
- CAS360 Tips and Tricks - Session 2
- CAS360 Best Practice Webinar Playlist
Documents and Email Templates
- SMS Templates - Coming soon...
- Document Templates
- Email Templates
- Templates Webinar
Top Knowledge Centre Articles
To pull your Companies Office data into CAS360, please refer to our Set Up CAS360 and adding your Online Services account best practice.
Once your companies are downloaded, be sure to make use of your Annual Return and Health Check alerts as these are designed to assist you in managing your companies.
If you are referred to a BGL Client Success Specialist to help you along your journey, refer to the following help article for more information.
Once your companies are set up on CAS360, we highly recommend going through our Post-Onboarding Checklist to ensure you have covered all of your bases for a seamless experience with CAS360.
Option 2 - Existing Corporate Secretarial Software to CAS360
When you have completed the purchase of your CAS360, the nominated Administrator of the license will receive a 'Welcome' email that will ask you to log in, nominate a password and set up multi-factor authentication to access your new platform.
For further information on this process, please refer below:
|
Select JOIN from the 'Welcome' email. |
|
Following this, a new tab will open on your web browser that will request you to nominate a password. Please do so using a unique set of characters and letters that you will remember. |
|
CAS360 will then prompt you to set up multi-factor authentication. Please click here for how to complete this process. |
|
You should then have access to your CAS360 and begin inviting other users into the system as you see fit. For further information on how to do so, please click here. |
BGL highly recommends taking the time to view the below resources to become familiar with the basic functions of your new product.
Tips and Tricks
- CAS360 Tips and Tricks - Session 1
- CAS360 Tips and Tricks - Session 2
- CAS360 Best Practice Webinar Playlist
Documents and Email Templates
- The CAS360 Dictionary
- Document Templates Help Article
- Email Templates Help Article
- Templates Webinar
Top Knowledge Centre Articles
When coming from a third-party provider such as MYOB or Now Infinity, you have two options available to you for making the switch:
- You can independently Set Up CAS360 and adding your Online Services account for a timely switch across.
- Alternatively, should you prefer to engage with our Client Success Team to discuss your options. Refer to the following help article for more information. Please do not hesitate to contact the team on 1300 654 401.
Once your companies are downloaded, be sure to make use of your Annual Return and Health Check alerts as these are designed to assist you in managing your companies.
Please note that existing reminders/alerts that may be set up in your previous software do not automatically transfer across to CAS360
Once your companies are set up on CAS360, we highly recommend going through our Post-Onboarding Checklist to ensure you have covered all of your bases for a seamless experience with CAS360.
Have Questions? Check Out Our Resources!
When you are ready to purchase or you would like an upgrade, please contact the Sales and Account Management Team.
Phone: 0800 444 408
Email: sales@bglcorp.com.au
Upgrades: Already Signed up for CAS 360? Upgrade and Manage your CAS 360 Licence with your access to MyBGL. See MyBGL for more information.
Whilst moving your data to BGL Cloud products, you are welcome to contact our Client Success Team for all of your migration and conversion needs.
Phone: 0800 444 408
Email: Respond to your onboarding ticket confirmation email OR success@bglcorp.com.au
We recommend having all users in your firm partake in our free of charge (self-paced) online education program, the BGL Learning Channel.
It is also recommended to include this in your induction process for all new employees to your firm.
You will have the ability to monitor and review progress for management purposes.
If you prefer textbooks and hardcopies, BGL provides manuals for all of our products.
To download a copy, please click here.
The CAS360 Knowledge Centre contains up to date "How to" articles for every process in CAS60.
Simply search keywords of the process you are looking for and off you go.
Once you are up to speed on the basic workings
of your BGL cloud solution, you can keep up to date with new features by viewing our recorded webinars or registering for the live sessions.
BGL offers classroom training with a trained professional Australia-wide.
We cater for all levels of knowledge and dietary requirements.
If you prefer in-person demonstrations and the opportunity to ask questions as you, this is a highly recommended solution for you.
Keep your finger on the pulse.
Chat with like-minded BGL clients.
Be informed regularly about updates to your software.
Know which events BGL will be attending and so much more by registering with our BGL Community at no cost.
Keep in touch with us via our social media platforms!
Once you have successfully set your BGL cloud products, your ongoing technical queries can be directed to our BGL Support Team.
Submit a Ticket in CAS360
Live Chat in CAS360
Phone: 0800 444 408
Email: support@bglcorp.com.au
- Each job differs based on requirements and workload. When you request assistance with the team, they will make contact with you to assess timeframes and advise accordingly.
- As this is cloud-based software, you can have unlimited users on the platform at any given time. Users do not need to be logged out of the software whilst the project is in process.
- Please Note: We do recommend that users do not work on companies currently being reviewed by the Client Success Team.
- BGL does not charge for services provided by the Client Success Team.
- The initial Welcome email will be sent to the nominated contact (provided at the point of purchase to BGL) and once this account has been set up on the software, this contact will then need to invite users into the platform. This is to ensure we are adhering to security measures.