From paper chaos to cloud efficiency
For Wilson Howe – Chartered Accountants, modernising company secretarial compliance wasn’t just about improving efficiency. It was about building a competitive, client-focused practice ready for the future.
Based in Sheffield, the nine-person firm has spent the past nine years transforming from a paper-heavy legacy practice into a fully digital, cloud-based operation. But one area still lagged.
“Our company secretarial processes were still paper-driven, relying on a combination of web filing and IRIS software,” recalls Matthew Howe, Partner at Wilson Howe. “Web filing was inefficient and IRIS became too expensive as we grew. We needed something cloud-based, user-friendly and integrated with our wider app ecosystem.”
The solution that changed everything
Wilson Howe wanted more than a software upgrade. They needed a cloud-based platform that integrated seamlessly with their existing apps and delivered long-term efficiency gains.
A conversation with FuseSign about improving their digital signing process sparked the next step. Their recommendation of BGL’s CAS 360 made perfect sense, with the two systems integrating to create a smoother, more connected client experience.
“We wanted to make a big change once and be in a position to enjoy the efficiencies for many years,” says Matthew.
From there, the decision was simple.
“BGL CAS 360 was efficient and simple to use. Plus, the BGL team genuinely cared about our journey and made us feel like we were partners.”
Saving hours every week
Since implementing BGL CAS 360, Wilson Howe has seen measurable improvements across visibility, workflow and collaboration.
“All staff now have visibility over company secretarial work, whereas before only one or two did,” Matthew explains. “That’s the biggest efficiency gain. It saves us time searching Companies House records and frees up staff to focus on client work.”
Favourite features? The innovative letter templates and automated filing processes.
“It’s a simple thing, but the staff love it as it saves them time,” Matthew says.
Building client trust
BGL CAS 360 has also changed how Wilson Howe engages with clients.
“Clients can now review data on their Confirmation Statements and other forms before filing,” says Matthew. “That reduces the risk of outdated statutory information and ensures records are accurate.”
This transparency builds client trust while freeing up the team to focus on advisory and higher-value work.
Efficiency that lasts
After nearly a year with BGL CAS 360, Wilson Howe considers the software a core part of its digital practice.
“It’s streamlined our company secretarial procedure, freeing up staff to work on other client areas,” Matthew says. “We were hoping to create efficiency and we’ve succeeded.”
For firms still on the fence, Matthew’s advice is simple:
“Just try it. Change is good, particularly when it makes your job easier.”
Why CAS 360 works for UK firms
With seamless integration, intelligent automation and a client-focused support team, BGL CAS 360 is helping UK firms like Wilson Howe modernise compliance and deliver better client outcomes.
For Wilson Howe, the benefits are clear. Less administration, greater efficiency and a better client experience.
For firms modernising company secretarial and compliance processes, BGL CAS 360 and BGLiD offer an intuitive and connected approach. Our team provides personalised demonstrations and dedicated onboarding support for firms.
