Getting Started

• CAS 360 Learning Channel

  Overview The BGL Learning Channel is an on-demand, self-paced training platform where CAS 360 users can c...

• Invite Users / Adding Users

  Overview With CAS 360, explore the benefits of interconnectivity between Managers, Employees, Directors a...

• Login to CAS 360

  Let's get started CAS 360 will give you access to your companies anywhere, anytime and on any device, m...

• Multi-Factor Authentication (MFA)

  Please ensure everyone in your practice is using a unique login and not sharing passwords. Shared logins ...

• Profile Management

  Overview The Profile Management page allows you to: Manage your user profile Change between different ...

• Setting up an Agent

  Overview An agent is the individual who will process the lodgment of forms for the Company Registry. ...

See all 9 articles

• Company (Company Selection Screen)

  Overview Once you have logged into CAS 360, you will be automatically directed to the Company Selection s...

• Trust (Trust Selection Screen)

  Simplify your life with CAS 360! With automated annual return alerts, seamless document delivery, digital...

• Contacts

  The Contacts screen in CAS 360 is a global database listing all contacts and addresses that have been ad...

• Annual Returns

  The Annual Return screen in CAS 360 will help users best manage the annual return process.Navigation From...

• Multiple Changes Screen

  Overview The CAS 360 Multiple Changes screen gives users the ability to prepare documents for multiple ...

• Freeform Documents

  Overview Freeform Documents enables CAS360 users to create and store their own custom documents and templ...

See all 10 articles

• Forms available in CAS 360

  Companies Registry Forms Form Description Process NAR1 Annual Return Annual Returns ND2A Noti...

• Automated Document Reminders

  When you prepare any document in CAS 360 you can pre-set document reminders for your clients. This includ...

• CAS 360 Conventions

  CAS 360 Conventions One of the main objectives of CAS 360 is to enable company data to be entered as qu...

• CAS 360's Smart Date System

  The CAS 360 date input field is easy and simple to use as it allows for a number of different date variat...

• Company Labels

  Labels in CAS 360 Labels are used in CAS 360 to group companies together for quick selection and reportin...

• Contact Labels

    Labels in CAS 360 Labels are used in CAS 360 to group Contacts together for quick selection and reporti...

See all 17 articles

• MyBGL Billing

    Accessing MyBGL From CAS 360 To access MyBGL from CAS 360, use the app switcher in the top right-hand c...

• MyBGL FAQ's

    What to do if MyBGL is not loading? Note: You may encounter some issue loading MyBGL if you are using S...

• MyBGL Payment Details

  Accessing MyBGL From CAS 360 To access MyBGL from CAS 360, use the app switcher in the top right-hand co...

• Migrate from CAS to CAS 360

  Migration Instructions When migrating from CAS Desktop to CAS 360 the Client Success Team will be assistin...