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.