CAS 360 + PleaseSign Integration Is Now Live!

  • August 6, 2025

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We’re excited to announce that BGLCAS 360 now integrates seamlessly with PleaseSign, joining Simple BGL Simple Fund 360 and BGL Simple Invest 360 to complete the BGL integration suite. This integration allows accounting professionals to manage company compliance and digital signatures in one streamlined workflow — all from within the BGL platform. With the new PleaseSign CAS360 Integration, users can enjoy enhanced efficiency and improved processes, making everyday tasks easier and faster. This is particularly beneficial for those in the accounting industry where time is often of the essence.

What Does This Mean for You?

The PleaseSign CAS360 Integration brings a new level of convenience for users, allowing quick access to all necessary signing features and streamlining their workflow. With this integration, users can experience a significant reduction in the time spent on document management, leading to improved productivity. The process is intuitive and designed with the user in mind, ensuring that even those less tech-savvy can navigate it with ease.

If you’re a BGL CAS 360 user, you can now send your documents straight from CAS 360 for signing using PleaseSign as your digital signing provider. This eliminates the need to download, upload, or switch between platforms, saving valuable time. Whether you’re preparing ASIC forms, shareholder resolutions, or director minutes, you can finalize the process quickly and securely thanks to the PleaseSign CAS360 Integration. This seamless transition ensures that you can focus on what truly matters — providing excellent service to your clients without the hassle of juggling multiple software solutions.

⚙️ Note: To connect PleaseSign to the BGL product suite, you’ll need an API account subscription with PleaseSign. This requirement is essential for unlocking the full potential of the PleaseSign CAS360 Integration. Reach out to our team if you’re unsure which plan is right for your business. The PleaseSign CAS360 Integration is designed to enhance your workflow, and our support team is here to assist you in making the most out of this powerful tool.

Built for Australia — Ready for the World

PleaseSign is proudly Australian-owned and supported, and it doesn’t stop at our borders. The integration works seamlessly across Australia, New Zealand, Great Britain, Hong Kong, and other international markets — making it easier for global firms to manage compliance and signing workflows from anywhere. This international capability means that no matter where your clients are located, you can ensure that their documents are handled efficiently and securely.

Why This Integration Matters

This long-awaited integration means:

  • Less admin, more efficiency – No more downloading, saving, uploading or manual chasing.
  • Faster turnaround times – Documents can be reviewed and signed in minutes.
  • Full audit trail – Every action is tracked, logged, and securely stored.
  • Australian-owned & supported – PleaseSign offers local support, local storage, and pricing that works for Australian businesses.

Get Started Today

The efficiency gained from the PleaseSign CAS360 Integration cannot be overstated. By reducing the time taken for document preparation and signing, users can allocate more time to servicing their clients and enhancing their overall business operations. Additionally, this integration mitigates the risk of human error, which can often occur when documents are transferred between different platforms.

Moreover, with the ability to track the status of documents in real-time, users can easily manage their tasks and deadlines. This level of visibility and control adds an entirely new dimension to workflow management, allowing firms to operate with greater precision. Being able to see where a document is in the signing process means that users can proactively follow up, ensuring nothing falls through the cracks.

Additionally, full audit trails provided by the PleaseSign CAS360 Integration add an extra layer of security and compliance. Users can have peace of mind knowing that every action taken on a document is tracked and logged, which is essential for meeting regulatory requirements and internal policies. This transparency is critical in industries that rely heavily on documentation for compliance and accountability.

Lastly, the integration is designed with the needs of Australian businesses in mind. By offering local support and pricing structures that cater specifically to Australian firms, PleaseSign ensures that users can access assistance when needed. This local focus helps businesses feel more comfortable and confident in using the service, knowing that support is just a call away.

Already a PleaseSign user?

Simply select PleaseSign as your digital signing provider within CAS 360 and start sending your documents effortlessly! The streamlined process allows you to complete your tasks with minimal fuss, ensuring that you can focus on growing your business rather than getting bogged down in administrative tasks.

New to PleaseSign?

Start your free trial at www.pleasesign.com.au/register and discover why so many accounting firms are making the switch. By experiencing the benefits of the PleaseSign CAS360 Integration firsthand, you can transform the way you handle document signing and management.

💬 Frequently Asked Questions

Do I need a special PleaseSign plan to use this integration?

Yes — to connect PleaseSign to CAS 360 (or any BGL product), you’ll need a PleaseSign API-enabled account. If you’re unsure whether your plan qualifies, reach out to support for assistance. This step is crucial in ensuring you can leverage the full capabilities of the PleaseSign CAS360 Integration.

Which BGL products does PleaseSign integrate with?

PleaseSign integrates with:

  • CAS 360
  • Simple Fund 360
  • Simple Invest 360

For more information on connecting PleaseSign to BGL – read more.

Can I sign up to PleaseSign from another country?

Yes — PleaseSign is available globally. You can sign up from any country, including Australia, New Zealand, Great Britain, and Hong Kong. Documents can be sent and signed internationally, making it easy to collaborate across borders. This feature is incredibly beneficial for firms with clients or partners in multiple regions, ensuring that document workflows remain efficient regardless of location.

Where is my data stored?

Your data is stored in secure data centres (data stores) located in Australia. These data stores are operated by AWS (Amazon Web Services) and are ISO27001-certified, ensuring compliance with Australian privacy laws. The use of such high-standard facilities guarantees that your information is safe and well-managed.

✅ “Locally stored” means your documents and personal data never leave Australia — giving you confidence in data sovereignty, regulatory compliance, and reduced exposure to foreign data access laws. This commitment to local data handling enhances trust and fosters stronger relationships with users, reassuring them that their sensitive information is protected.

Will I get a signing certificate or audit log?

Absolutely. Every signing request includes a full audit trail and certificate of completion — giving you complete transparency and compliance peace of mind. This feature underscores the importance of accountability in document management and enhances trust in the signing process.

Need help?

For more information or assistance getting set up with the PleaseSign CAS360 Integration, contact our support team. We are committed to ensuring that your experience is as smooth and beneficial as possible.

Like what you see? Put it to work today.

Experience all these features and more with your free PleaseSign account.