How to get documents signed and filed in minutes with FYI and FuseSign

Partners don’t need another “platform”, you need a faster path from draft to done. If you’re juggling a portal plus a generic e-sign tool and then re-filing into your DMS, you’re losing hours every week.

The FYI + FuseSign integration gives you one joined-up flow: prepare in FYI, send with FuseSign, and see the signed pack file straight back into FYI with the audit trail attached. Firms like Wilson Howe report moving from ~45 minutes per client pack to under 2 minutes once the workflow is bedded in. That is capacity you can redeploy when it matters most.

What is the FYI + FuseSign integration?

Short answer: FYI handles the document lifecycle and workflow; FuseSign handles the client-friendly e-signing. They are separate products that work like one system when connected.

Work inside FYI (Outlook, Word and the client record), then click “for signature” to draft a FuseSign bundle.
Apply reusable signature templates once, not every time.
Send by email and SMS; add two-factor authentication when needed.
On completion, signed PDFs and the digital certificate flow back to FYI on the original thread, ready for the next step.

Both teams support the integration and both offer free trials, so you can prove the flow on a real process before you commit.

Why choose best-of-breed over an all-in-one?

All-in-one sounds simple until you hit the limits. FYI is built by accountants to automate filing, approvals, jobs and mailshots; FuseSign is built for accountants to make signing fast, secure and mobile-first. Together you get:

Client completion, not portal friction: clients tap a secure link, sign on mobile, no accounts to create.
Practice-wide visibility: a central dashboard shows who has viewed, who has signed and who is outstanding.

Choice without compromise: FYI integrates with Xero Practice Manager, CCH, IRIS and FYI Elite; FuseSign reads your chosen source of truth so contacts stay in sync.

How does the "send > signed > filed" flow actually work?

Prepare in FYI

Auto-file client emails and attachments to the client record. Use templates for cover letters and tasks, and route work for approval. When it is ready, click for signature to hand the pack to FuseSign.

Bundle and tag in FuseSign

FuseSign receives the docs and contacts from FYI. Apply signature placeholders from a saved template (sign, date, text fields, checkboxes). Set who can view or sign each document in the bundle so directors only see what they need.

Send the way clients respond

Email plus SMS boosts completions because clients live on their phones. Add two-factor authentication for sensitive packs. Due dates and automatic reminders nudge only the people who still need to sign.

Filed back with the audit trail

When complete, FuseSign returns signed PDFs and the certificate to FYI, attached to the original thread. FYI automations can trigger the next task (billing, Companies House filing, or updating the client portal) so the job keeps moving.

Will my team and clients actually adopt it?

Teams

FYI looks and feels like Microsoft 365. Auto-filing removes inbox silos; approval workflows let seniors clear volume quickly; and jobs can be tracked in lists or Kanban. Migration typically runs over several weeks because you are also cleaning legacy folder structures, but the time comes back as soon as busy season hits.

Clients

Most complete first time. They see a firm-branded email or SMS, click a secure link, and follow a simple “view, sign, done” flow. Two-factor codes work just like their bank. If someone rejects a document, they must add a reason so you can fix and resend without guesswork.

What results is Wilson Howe firm seeing?

Before: paper, portals and peak-season pain

Wilson Howe had outgrown a legacy setup tied to
on-prem servers. January meant printed packs, postage and constant
walk-ins.

A single accounts + tax pack could take ~45 minutes per client once you added chasing, exporting and
re-filing. Inbox silos made it hard to see who had signed and who had not.

During: implementation and roll-out

They timed the switch just after tax season.

First, FYI: map server folders to FYI cabinets, switch on auto-filing from Outlook/Microsoft 365, and add templates + approvals so work routes cleanly.

Then FuseSign: connect to FYI, create signature placeholder templates (sign/date/text), and pilot one workflow (year-end + CT600) with email + SMS and optional 2FA for sensitive docs.

A short demo was enough for the team to start sending; the live pilot proved the flow before wider rollout.

After: outcomes that compound

Under 2 minutes per pack once templates, reminders and auto-filing were in place (down from ~45 minutes).
~2 weeks of admin saved across a busy period by removing rework and manual chasing.
Fewer walk-ins and calls: clients tap a secure link on mobile and sign first time.
Better visibility: a single dashboard shows who has viewed, who has signed and who is outstanding.

Momentum for more: company secretarial and AML now integrate back into FYI, “no integration, no deal.”

Your exact numbers will vary, but the pattern is consistent: less friction for clients, less double-handling for your team, and clearer visibility for partners.

How long does onboarding take, and what about support?

FYI onboarding: typically around eight weeks covering configuration and document migration, aligned to your calendar.
Support: both vendors have UK-based teams and a shared support channel for the integration, so issues do not bounce between providers.
FuseSign setup: usually quick; once it is connected to FYI, a short demo often covers everything the team needs to start sending.

Bottom line

If your current mix of portal, generic e-sign and manual filing is slowing the firm down, a best-of-breed stack built for accountants is the cleanest fix. FYI keeps the work organised; FuseSign gets it signed quickly; together they give you traceability and time back when you need it most.

Your turn: where does your pack stall today, getting it out, getting it signed, or getting it filed, and what would a two-minute flow change for your January?

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