“It’s streamlined our company secretarial procedure, freeing up staff to work on other client areas. We were hoping to create efficiency and we’ve succeeded.”
The Firm
Wilson Howe – Chartered Accountants is a nine-person practice based in Sheffield. The firm has spent the past several years transforming from a paper-heavy operation into a fully digital, cloud-based practice.
When Wilson Howe implemented BGL CAS 360, the firm was looking for a cloud-based company secretarial solution that would integrate with its wider app ecosystem and deliver long-term efficiency gains.
We spoke with Matthew Howe, Partner at Wilson Howe, about the firm’s experience and how BGL CAS 360 has helped transform the way the team works.
Key Outcomes
Team-wide visibility over company secretarial work for the first time.
Significant reduction in processing time across all CoSec filings.
Automated letter templates save staff time on every engagement.
Seamless integration with Xero Practice Manager, FuseSign and FYI.
Clients now review and approve statutory data before filing, improving accuracy.
The Challenge
Before BGL CAS 360, Wilson Howe relied on a combination of web filing and a third-party CoSec software. Neither solution integrated cleanly with the firm’s wider app ecosystem and visibility over company secretarial work was limited to one or two staff members.
The Solution
Wilson Howe built a fully integrated workflow connecting BGL CAS 360 with Xero Practice Manager, FuseSign and FYI. For the first time, every staff member had visibility over company secretarial work across the firm’s entire client base.
Why BGL CAS 360
Wilson Howe first heard about BGL CAS 360 through FuseSign. After joining the beta program, the team quickly found the software easy to navigate and the decision to commit was straightforward.
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, Wilson Howe has seen measurable improvements across visibility, workflow efficiency and client engagement. Time saved on routine CoSec tasks is reinvested into higher-value client work.
Recommendation
“Just try it. Change is good, particularly when it makes your job easier.”
All staff now have visibility over company secretarial work, whereas before only one or two did. That’s the biggest efficiency gain. It saves us time searching Companies House records and frees up staff to focus on client work.
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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