Integrations included in the software update are electronic signing with DocuSign, automated creation of funds from Topdocs and Zendesk Live Support Chat, according to a statement.
Other features include clients now having the ability to log into their applications through your Google or Xero account, reducing the need to have multiple accounts, simplify processes and improve security, BGL said.
BGL managing director Ron Lesh said the new features will make lives easier for clients and boost their productivity.
“Clients have been screaming out for digital signing of SMSF documents for a long time and BGL has answered the call. This feature creates a simple workflow for an accountant or administrator to get all SMSF documents digitally signed without the need for emails or follow-ups,” Mr Lesh said.
“The latest CAS 360 and Simple Fund 360 releases contain heaps of new features requested by clients as well as a number of other enhancements that will make our clients’ lives easier and boost their productivity.”
