Getting Started with Simple Fund 360

Welcome to Simple Fund 360! Get ready to dive into Simple Fund 360. Here's how to get up and running.

 

Your Simple Fund 360 help resources

We understand that jumping into new software can be a daunting task for some. But the team at BGL has your back. As new members of our BGL family, we will be there to provide you with as much support as possible to help you get the most out of your Simple Fund 360. From our Client Success team aiding you with getting your fund data uploaded onto the system to our support team helping you answer any software and ATO-related queries, we have you covered. Below you will find a range of help resources to get you ready for your Simple Fund 360 experience.

Topic	Help Article	Video/Webinar Link
MyBGL	MyBGL Help Articles
Learning Channel	BGL Learning Channel
BGL YouTube Channel
MFA Setup / Reset	MFA Help Articles
Getting Help	Help & Getting Started Links

Features and settings to get you up and running

The following articles and videos will help you set up the game-changing features that Simple Fund 360 has to offer. From implementing a range of automation features that make account processing a breeze to activating digital signing, you'll find all the help you need below.

Topic	Help Article	Video/Webinar Link
Tricks & Tips		Simple Fund 360 Tips & Tricks | Live Webinar Series
Bank Data	Bank Data Help Articles
Share Data	Share Data Help Articles
ESA / Superstream	Superstream Help Articles	BGL Corporate Solutions - Superstream
Lodging Party	Adding a Lodging Party (Tax Agent)
Accounting Workpapers	Accounting Workpapers Help Article	Best Practice: Accounting Workpapers | Simple Fund 360 | Live Webinar
BGL Engage	Mobile App: Welcome to BGL Engage
Marketplace / Integrations	BGL Marketplace | BGL Corporate Solutions Pty Ltd	BGL & Partner Webinar Recordings
Digital Signing	Digital Signing In SF360