Our Trusted Partners

A connected platform that integrates with the software you already use

Maximum efficiency

Ready to Connect

Bring your workflows together in a single connected solution

Castle Corporate serves as your central integration hub, bringing together human insight and smart technology. Seamlessly bridging the gap between your practice and essential platforms like the ATO, ASIC, Xero, BGL, and Class. Automated data flow minimises manual entry, accelerates processes, and ensures your records are always accurate and up to date.

Integrated Tools and Trusted Partners

ASIC and ATO (ABR)

Castle Corporate’s secure integration with ASIC, the ATO and the Australian Business Register helps you complete company registrations and ABN applications using information obtained from, and submitted to, authoritative government systems.

Guided workflows help users navigate regulatory requirements, reduce avoidable errors and complete applications more efficiently. Our integration with the ATO and ABR also reflects the stringent security and privacy requirements that must be met to connect with these government services.

Xero Practice Manager

Sync individual and company client records through your Xero Practice Manager connection to Castle Corporate to prefill company and trust orders. Push completed orders and client relationships back to Xero Practice Manager to keep all records perfectly aligned.

BGL Simple Fund 360

Connecting BGL Simple Fund 360 to Castle Corporate allows you to import fund, trustee, and member details from your Simple Fund 360 account directly into SMSF orders. Completed SMSF establishment orders can be sent back to BGL Simple Fund 360, eliminating duplicate data entry and ensuring data consistency across platforms.

BGL CAS 360

Integration with BGL CAS 360 enables you to use CAS 360 contact and company data to prefill Company Registration, Discretionary Trust, and Unit Trust orders on Castle Corporate. Completed company and trust information, including related contacts, can then be pushed back to BGL CAS 360, eliminating the need for manual record creation.

Class

Connect your Class account to Castle Corporate to import fund, trustee and member details into supported SMSF orders. Completed SMSF establishments can also be pushed to Class, reducing manual entry into Class records.

First AML

Castle Corporate uses First AML, a secure third-party identity verification platform, to conduct identity checks in line with our AML/CTF obligations.

Identity verification is only required for Designated Services under the Anti-Money Laundering and Counter-Terrorism Financing Act, including company formations, trust establishments, SMSF establishments, and certain ownership-related amendments.

FuseSign

Our latest integration with FuseSign is a secure digital signing solution for proprietary limited companies registered by Castle Corporate. Our platform sends the prepared documents to signatories for instant signing, or to your FuseSign account to add supporting documents and manage the signing workflow with ease.

See how our FuseSign integration works

Download User Guide