BGL rolls out new integration with Xero Practice Manager
Software firm BGL has rebuilt its integration with Xero Practice Manager to create new features for efficiently managing client and contact data.
BGL announced this week it will start rolling out the second version of its Xero Practice Manager integration after running it in BETA for several months.
BGL managing director Ron Lesh said the integration allows clients to efficiently manage client and contact data across four applications in a single database — a dream for any professional firm.
The first version of the integration was released back in 2017 and allowed users to automatically synchronised contacts with BGL’s product suite with clients in Xero Practice Manager.
Following client feedback, Mr Lesh said BGL decided to rebuild the integration following feedback from clients.
“The new integration with Xero Practice Manager is more dynamic and keeps data records across apps consistent.”
“Features include both client and contact synchronisation, prompts to review a client/contact before synchronising to a product, notification of duplicate client/contacts, the ability to add clients/contacts in bulk and to view client/contact relationships and change history. Plus, a brand-new user interface to view and filter the integrated client list.”
Mr Lesh explained that when a client’s details are changed in BGL’s product suite, this change will automatically be updated in Xero Practice Manager, providing seamless practice management integration for professional firms.
“When client or contact details changed in any of the apps, BGL’s company compliance software, CAS 360 will prompt clients to prepare all the relevant ASIC compliance documents,” he added.
This integration will be rolled out to our other practice management integration partners in the coming months.
Miranda Brownlee
Miranda Brownlee is the deputy editor of SMSF Adviser, which is the leading source of news, strategy and educational content for professionals working in the SMSF sector.
Since joining the team in 2014, Miranda has been responsible for breaking some of the biggest superannuation stories in Australia, and has reported extensively on technical strategy and legislative updates.
Miranda also has broad business and financial services reporting experience, having written for titles including Investor Daily, ifa and Accountants Daily.
