Case Study Productivity, Turbocharged
2
Lincolns originally used a portal and were looking for alternatives that could improve the client experience. The ultimate requirement was that it would work well for clients and work internally, as it would be more likely to be adapted without resistance and ultimately save time on administration and follow ups. One of the reasons why clients were resistant to their current system of a portal was the need of a username and password, which was just another barrier for clients as they already have so many passwords to juggle. “Clients have dealt with accountants for decades, traditionally paper sent in the post, signed and then sent back – so for that process to change, it needed it to be seamless for them to adopt” says Paul. For Lincolns, COVID19 was an opportunity to encourage clients to make the shift to digital signing, as it offered efficiencies and flexibility for clients that was needed during lockdown and ongoing remote working. www.fusesign.com Productivity, Turbocharged 5 Partners, 50 team members Team Size MYOBAE Document Management MYOBAE Practice Management Albany, WA Location Lincolns Beyond Numb3rs, a member firm of Walker Wayland Australaisa, is a 5 partner firm based in Albany, Australia. We spoke to Partner Paul Meaton about how their recent introduction of FuseSign to the business has made a powerful impact on the way they run their business and communicate with clients, especially during the height of the 2020 pandemic. Case Study FuseSign Products Used
Transcript of Case Study Productivity, Turbocharged
Lincolns originally used a portal and were looking for alternatives that could improve the client experience. The ultimate requirement was that it would work well for clients and work internally, as it would be more likely to be adapted without resistance and ultimately save time on administration and follow ups.
One of the reasons why clients were resistant to their current system of a portal was the need of a username and password, which was just another barrier for clients as they already have so many passwords to juggle.
“Clients have dealt with accountants for decades, traditionally paper sent in the post, signed and then sent back – so for that process to change, it needed it to be seamless for them to adopt” says Paul.
For Lincolns, COVID19 was an opportunity to encourage clients to make the shift to digital signing, as it offered efficiencies and flexibility for clients that was needed during lockdown and ongoing remote working.
www.fusesign.com
Productivity, Turbocharged
5 Partners, 50 teammembers
Team Size
MYOBAEDocument Management
MYOBAEPractice Management
Albany, WALocation
Lincolns Beyond Numb3rs, a member firm of Walker Wayland Australaisa,is a 5 partner firm based in Albany, Australia. We spoke to Partner PaulMeaton about how their recent introduction of FuseSign to the businesshas made a powerful impact on the way they run their business andcommunicate with clients, especially during the height of the 2020pandemic.
Case Study
FuseSignProducts Used
www.fusesign.com
"Clients have dealt with accountants fordecades, traditionally paper sent in the post,
signed and then sent back – so for that processto change, it needed it to be seamless for them
to adopt, and FuseSign offers this”
Paul MeatonPartner, Lincolns By Numb3rs
“We can now experience same day turnaround fordocuments,” Meaton says. “And because we couldintroduce it to clients via a quick email or phone call, ithas meant we have less follow-ups as it’s simple andseamless.”
In addition to its simple functionality, FuseSignintegrating with FuseDocs and their PracticeManagement System was a huge selling point.
They could see internal efficiencies being delivered withthe high quality packages being created by FuseDocsand then sent for signing with FuseSign. “They bolttogether and fit like a glove, it’s great” says Paul.
Paul added that being an early adopter of FuseSign hasproven valuable as they have been a part of influencingthe direction of the product.
“We have loved giving feedback and being part of thejourney of FuseSign, we believe we’ve really helped withthe future direction of development.”
Visit fusesign.com to start a freeFuseSign trial!
Case Study
Granular Control
Firm-wide Settings
Mobile Friendly
Custom Branding
Smart Rejection Handling
+ So many more Accountingfocused features!
