May 27th Webinar - Tips and Tricks - CAS360 Integrations

Hi All,

Here is the recording of the webinar on May 27th - CAS360 Integrations

Questions

Q: Is the Update made in Xero Tax (XPM) or Xero HQ or Blue Xero? Or ideally all 3?

A: Updates made in CAS360 will update Xero Practice Manager (XPM) and the changes made in XPM will flow through to Xero HQ

Q: How do you initiate the integration with Xero Practice Manager (XPM)

A: You can contact your account manager or BGL support on 1300 654 401 and we will guide you through the process of turning on the integration.

Q: What will bring through from Topdoc to CAS360, only the contact, what about the constitution of the company

A: All the company information including details, addresses, officers and shareholder data, also the document pack will be imported

Q: Are there any other document signing providers that you will integrated in the future? eg Virtual Cabinet

A: For Digital Signing, we have Adobe Sign coming soon, and for Document Management integrations, we have FYI Docs, SuiteFiles and Virtual Cabinet coming soon

Q: During the preparation of sending docs to be signed from CAS360 can you attach any more files at the same time

A: You can attach additional documents however only the documents prepared by CAS360 can be digitally signed with this integration

Q: What happens if two directors need to sign the same minute?

A: Each of the signatories will receive a unique link in the email to sign the documents. The document will only be completed if both signatories sign. In CAS360 you will be able to track who has and who hasn’t signed.

Q: What if the consent to act is to be signed by a different person to the Form 484?

A: Each of the signatories will receive a unique link in the email to sign the documents. The document will only be completed if both signatories sign. In CAS360 you will be able to track who has and who hasn’t signed.

Q: When will your integration with SuiteFiles be live (or in Beta)?

A: Hopefully soon :slight_smile:

Q: Do you know the time frame for Virtual Cabinet?

A: Timeframes are always hard, I would hope Q3 of 2020

Q: When sending a form with multiple signatories, does it need the first person to sign before moving on to the next or are all signatures applied from different points to the same document “simultaneously”?

A: At this stage we don’t support signatory ordering, so all docs are signed at once. However we are looking to the ability to specify the signing order

Q: Is there a way to practise using the electronic signing within the practise?

A: Best way would be to contact DocuSign or Adobe Sign and ask for a free trail

Q: how can we tell if CAS360 is integrated with SF360?

A: Best to follow the steps here - CAS 360 and Simple Fund 360 Contact Integration – CAS 360 Knowledge Centre

Q: We use MYOB Document Manager is there an intergration available for this?

A: MYOB have made it clear that they do not intend to integrate with BGL