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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.
“By lunchtime the next day, we were operating using FuseSign. It was absolutely beautiful..."
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.
Post implementation, Bongiorno Group has found that FuseSign’s streamlining of the document workflows has resulted in an improvement in productivity when compared to their previous signing software.
“Our onboarding was super simple, because everyone just loved it. They looked at it and thought, 'oh my god, wow, I can do that now'."
"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."
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.
“The templates look great in FuseSign. What the client gets is our logo. So even on their phone, they get our logo, so they know there’s no danger of it being nefarious, or a compromise in security."
"The clients like it! Even clients who’ve normally only wanted paper have actually picked it up, which is really nice!"
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.
"We got no client service from our previous provider, it was frustrating. When I deal with FuseSign,
everything's possible - nothing's ever a problem. I can't speak highly enough around that."
Ready to see how FuseSign can support your firm’s next step? Book a demo or start your free trial today.
