Overview
The first step to accessing SmartDocs 360 is to log in to the software.
If this is the first time, you must create your account via the link in the welcoming email.
Navigation
Navigate to https://sso.bgl360.com.au/
- Username: The email used to create the account
- Password: The password created for the account
- Sign in: The button to Sign in after entering your username and password
- Forgot your password: if you have forgotten your password for your SmartDocs 360 account, you can begin the process of resetting it.
- Sign in with Xero: If you have an account with Xero, you may be able to sign in to SmartDocs 360 using your Xero account instead. For more information, click here
Once you have clicked the sign-in button, you will be required to enter the Two Factor authentication code.
Enter the code received via text message or through an authenticator app and click submit.
Clicking trust this device will cause Two-factor authentication to be skipped for up to 30 days.
This will bring you to the Firm selection screen, where you can choose which firm (if you have access to multiple) you need to access and which software (if the firm has access to other BGL products). Select the firm with SmartDocs 360, and select Go to: SmartDocs 360.
You will now be in SmartDocs 360 and can begin using the software.
Here are some of the next steps recommended by BGL: