How Cornish Accounting streamlined company secretarial workflows with BGL CAS 360

For many UK accounting firms, the challenge isn’t finding software that works. It’s finding software that works together.

Disconnected systems create friction at every stage of the workflow. Data has to be entered twice. Documents move between platforms manually. Approvals happen over email. The admin quietly accumulates and the firm absorbs the cost.

Cornish Accounting Solutions, a ten-person practice based in Bodmin, knew this challenge well and they decided to do something about it.

Before moving to BGL CAS 360, Cornish Accounting had tried two of the most widely used company secretarial platforms on the market. Both handled the core tasks, but neither could integrate cleanly with the firm’s wider practice management environment.

For Paul Miller, Director at Cornish Accounting Solutions, the operational cost was clear.

“It wasn’t integrated with our practice management software, thereby creating more work,” Paul explains.

Double-handling data, switching between platforms and manually managing document workflows were adding invisible admin across hundreds of client filings each year. For a firm that prides itself on efficiency and client value, it wasn’t a sustainable way to operate.

Paul first came across BGL CAS 360 through FYI, the document management platform Cornish Accounting already used day-to-day. When the firm looked at its options, two things stood out immediately: the depth of the integration between BGL CAS 360 and FYI and how easy the software was to navigate.

“The integration with FYI and ease of use. Also, the training is top-notch,” Paul says.

The quality of BGL’s onboarding and training support sealed the decision. The firm wanted to make a meaningful change once and build a technology stack that would serve them for years.

Getting started with BGL CAS 360 was simpler than the team expected. There was no lengthy migration or complex setup process.

“Almost plug and play. It was so easy and intuitive,” Paul explains.

Cornish Accounting Solutions now manages its entire company secretarial workflow through a connected stack: BGL CAS 360 for company secretarial management, FYI for document management, FuseSign for digital signing and Xero for accounting data.

Documents are prepared, stored, sent for digital signature and approved within a single seamless workflow, with far less manual effort at every step.

One of the most visible improvements has been in document turnaround times. The FuseSign integration allows documents to be sent for digital signing directly from within BGL CAS 360, with signed documents returned and stored automatically against the relevant company record.

“The FuseSign integration in particular helped improve turnaround times and simplify client approvals,” Paul explains.

For a firm managing a portfolio of client companies, removing the manual back-and-forth from the signing process creates meaningful time savings across the team.

For Paul, the shift to BGL CAS 360 reflects a broader shift in how modern practices need to operate.

“Technology is here to stay. We need to look at automations to streamline our systems and processes. BGL CAS 360 is an integral part of this.”

The experience at Cornish Accounting Solutions demonstrates what’s possible when a practice commits to a connected workflow. Less time on admin. Faster client approvals. A technology stack that genuinely works together.

• Audit where disconnected systems are creating double-handling in your CoSec workflow.
• Look for software that integrates directly with your practice management and document management tools.
• Prioritise ease of onboarding. A smooth transition matters as much as the features.
• Digital signing integration removes one of the most persistent sources of delay in client approvals.
• Automation isn’t a nice-to-have. It’s how modern practices scale without adding headcount.

BGL CAS 360 brings company secretarial management, AML/CDD compliance and identity verification into a single, connected platform for UK firms.

The platform integrates with Xero Practice Manager, FuseSign, FYI and BGLiD to create a seamless workflow from filing to signature to compliance. Direct electronic filing with Companies House, smart alerts for deadlines and automated client reminders are all built in.

For practices looking to modernise their company secretarial and KYC/AML processes, BGL CAS 360 and BGLiD offer an intuitive and connected approach. Our team provides personalised demonstrations and dedicated onboarding support for firms.