How Cornish Accounting Solutions streamlined its CoSec workflow with BGL CAS 360

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

The Firm

Cornish Accounting Solutions is a ten-person practice based in Bodmin, Cornwall, serving local businesses since 1994.

The firm has built a clear niche: helping businesses turning over more than £250,000 improve their profits, strengthen cashflow and reduce their tax burden. It’s a practice that thinks well beyond compliance and its approach to technology reflects that same forward-thinking ambition.

When Cornish Accounting Solutions implemented BGL CAS 360, the firm was looking for a more connected and efficient way to manage company secretarial work alongside its wider practice management environment.

We spoke with Paul Miller, Director at Cornish Accounting Solutions, about the firm’s experience with BGL CAS 360 and how the platform has helped streamline workflows, improve client approvals and create a more connected compliance process.

Key Outcomes

Disconnected systems replaced with a single, connected CoSec workflow.

Faster client approvals through integrated digital signing.

Improved document turnaround times via the FuseSign integration.

Seamless integration with Xero, FYI and FuseSign from day one.

Quick and straightforward onboarding with no lengthy migration.

The Challenge

Over the years, Cornish Accounting Solutions has worked through two of the industry’s most widely used company secretarial tools. Both did the job up to a point, but neither could integrate with the firm’s wider practice management software.

That meant double-handling data, switching between platforms and absorbing the kind of slow, invisible admin that adds up across hundreds of client filings each year. For a practice focused on efficiency and client value, the status quo wasn’t sustainable.

Why BGL CAS 360

Paul first came across BGL CAS 360 through FYI, the document management platform Cornish Accounting already relied on day-to-day. When the firm evaluated its options, two things stood out: the depth of BGL CAS 360’s integration with FYI and how straightforward the software was to navigate. The quality of BGL’s training sealed the decision.

The Solution

Getting started with BGL CAS 360 was far simpler than anticipated. With no lengthy migration or complex setup, the team was up and running quickly.

Cornish Accounting Solutions now runs 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 in a single seamless loop, with far less manual effort at every step.

Integrated app ecosystem

BGL CAS 360 integrates with the tools your practice already relies on, helping reduce duplication, improve accuracy and create more connected workflows.

Practice management

Digital signing

Document management

Identity verification

Direct electronic

The Results

Since adopting BGL CAS 360, company secretarial work at Cornish Accounting Solutions is fully streamlined. The disconnected multi-platform juggling act has been replaced by a single, coherent workflow.

Client approvals arrive sooner, the team handles filings with less friction and the firm has a technology stack that genuinely works together. The FuseSign integration has been particularly well received, with most clients embracing the digital signing approach with ease.

For Paul, the wider message is clear. Automation isn’t a luxury. It’s how modern practices stay competitive and keep their focus where it belongs: on their clients.

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.

Next Steps

Discover how BGL CAS 360 can help your firm streamline Companies House compliance, simplify AML/CDD workflows and create a more connected practice. Contact the BGL team today to book a personalised demonstration. 

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