Start Trial Start Trial
Case Study

"If you can work a toaster, you an work FuseSign."

When the pandemic hit New Zealand, Lee Coutts & Syer recognised that getting clients to sign and return documents would be challenging. They use FYI and XPM in their practice, and after seeking advice from trusted industry partners and doing their own research, they've succefully implemented FuseSign and have not looked back ever since

Details
Company Name: Lee Coutts & Syers
Location: New Zealand
Practice Management: Xero Practice Manager
Document Management: FYI

Download the case study Download the case study

'FuseSign is brilliant!'

About five years ago, Hayden and his business partner Mike decided to start modernising the practice in terms of utilising systems and trying to reduce a large amount of paper hanging around the office.

They had engaged with Amy Holdsworth from Clarity Street to fly to New Zealand to help design and implement these changes when COVID hit, and they had to put it on hold.

When the pandemic started, they were still able to manage; being on Xero Practice Manager meant everything was on the cloud, so it had no impact on service delivery: 'We were still able to look after our clients, but when we had to start sending things out from home, we were scanning them, attaching JPG files and all sorts of documents, the emails were starting to get messy'.

It quickly became evident that the client’s inability to sign the financial statements would be a challenge, with many of them not having a scanner at home or taking a photo of the document with their phones.

While doing his research, Hayden spoke with accountants from other practices, and a few mentioned they were experiencing some frustrations with their existing digital signing tool. “I have not seen any frustration with FuseSign at this point. I really like the package. I don’t know how we did without it, to be honest.”

He remembers the initial hesitation when signing to FuseSign. “I had that sense of nervousness; I remember signing for the free trial period and not picking it up before it expired. I contacted FuseSign, and they extended the free trial period, and we really got into it. We’re not looking back now. FuseSign is brilliant.”

Read  more

Hayden Syers Director

'I had that sense of nervousness; I remember signing for the free trial period and not picking it up before it expired. I contacted FuseSign, and they extended the free trial period, and we really got into it. We’re not looking back now'.