A trusted advisor for medical and dental professionals, Bongiorno Group supports clients across tax, financial planning, insurance, and lending. With over 100 staff and a consistently growing national network, the firm needed a digital signing platform as efficient and client friendly as the advice they deliver.
With their focus and value on client experience, Bongiorno Group has been through an expansive yet rapid software journey in the last year. Shaunagh McEvoy, HR and Practice Manager at Bongiorno Group, had been taking the Melbourne office through the transition from MYOB to Xero and FYI and was experiencing issues with their previous digital signing provider.
After an afternoon deciding that they were going to move away from this provider, Shaunagh had been given the recommendation of FuseSign from her Project Manager. After connecting with the FuseSign team, the Bongiorno Group Tax Admins were being trained the very next morning.
Shaunagh McEvoy
HR and Practice Manager
The Bongiorno Group Tax Admin Team reported that their FuseSign onboarding experience was straightforward and informative. They left the training understanding that FuseSign was compatible with all their current software and would be significantly streamlining their digital paperwork processes.
"I did a survey with our Tax Admin Team and when I say FuseSign they just smile. They’re
quick to show me everything they can do, all the templates, how easily it integrates with FYI." - Shaunagh
Bongiorno’s mission has always been to make financial management simple for clients. FuseSign supports that goal by removing friction from the document signing process – offering security, seamless FYI integration, and intuitive workflows.
Shaunagh also found a lot of value from FuseSign’s support and service. In contrast to its competitors, she reported that FuseSign was well equipped to support her and the tax admin team through the software setup, roll out, and ongoing.
For FuseSign, support is more than solving issues - it’s about genuine partnership. The team works alongside firms like Bongiorno to make change simple, secure, and successful.
Ready to see how FuseSign can support your firm’s next step? Book a demo or start your free trial today.
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With FuseSign, you can send multiple documents, to multiple recipients, with unique actions, all in one transaction. Saving you and
your clients time, so you can focus on work that matters.