BGL

Adding MyWorkpapers to BGL gives you much more than just workpapers

MyWorkpapers is a cloud based paperless workpaper solution to collaborate, manage documents, workflows and queries. Integrating MyWorkpapers and BGL lets you seamlessly create and populate your workpaper files.

Key features

  • Import fund list and fund details directly from Simplefund 360
  • The trial balance data from Simplefund 360 is automatically mapped to lead schedules and dynamically populates programs
  • Access available Simplefund Reports within each file to use

How to connect

Enter BGL credentials once and then with a click, import all the data and reports for selected clients into a pre-mapped workpaper file.

Sign up for one of our plans or begin a free trial. If you have any questions please contact our sales team