How Jefferson Accounting & Tax keeps accounting deadlines moving with FuseSign and FYI

When email created too many steps

Before FuseSign, Jefferson Accounting & Tax did not use a dedicated digital signature platform.

Documents were sent as PDF attachments, with clients asked to print, sign, scan and return them. That process became particularly difficult when a document needed signatures from multiple people in different locations.

A director in Ireland might print and sign the document before scanning it to another director in the UK. The second person then had to repeat the process and return it, sometimes to the first director rather than the practice.

Once a completed document arrived by email, someone at the practice still needed to download it, save it to the correct client file and notify the person responsible for the next step.

If the email was opened but not dealt with immediately, the wider workflow could remain unfinished.

Why Jefferson Accounting & Tax chose FuseSign

Jefferson Accounting & Tax adopted FuseSign as part of its move to FYI for document management.

The connection between the two platforms was central to Jeff’s decision. In fact, the FuseSign integration was one of the reasons he chose FYI.

The firm wanted a process that was straightforward for clients, worked with its existing document-management system and could handle multiple people signing the same document.

FuseSign provided that connected process without requiring the team to introduce a separate, disconnected workflow.

What the process looks like now

The team begins by creating and saving the relevant documents in FYI.

For a set of year-end accounts, that can mean five to eight documents, including financial statements, engagement letters, letters of representation and supporting tax documents. Income-tax packs may contain another three or four documents with different requirements for each recipient.

The team selects the relevant documents in FYI, applies a predefined accounts or income-tax template and moves the pack into FuseSign.

From there, they can:

• Add each recipient

• Control which documents each person can view or sign

• Position the required signature and date fields

• Preview the complete bundle

• Send everything as one request

Once every recipient has completed their part, the signed documents return to the relevant file in FYI.

The work does not stop when Jeff is away

Jeff is often the final person in the signature chain.

After the company secretary, directors or other representatives have completed their signatures, the accounts pack comes to him for final approval.

For a small practice working through demanding compliance periods, that continuity matters. Deadlines and client work can keep moving even when senior team members are travelling or working remotely.

From days by post to minutes online

When every recipient is ready to sign, Jeff says a complete accounts pack can move through the signature process and return to FYI within minutes.

The same process is easier for clients. They can complete their signatures from their phone without needing to be in the office or have access to a printer and scanner.

Multiple directors can also complete their parts from different locations without relying on one recipient to forward the documents manually.

Simple for staff and clients

Despite supporting complex accounts packs, multiple recipients and different document permissions, Jeff says FuseSign was straightforward for the team to adopt.

Built around the realities of Irish practice life

Irish accounting workflows come with their own requirements. Jeff explained that some CRO-related documents still need wet signatures, so the firm aims to identify and collect those documents earlier in the accounts process.

For the wider accounts pack, FuseSign allows Jefferson Accounting & Tax to move financial statements and supporting documents through a faster digital workflow rather than allowing one manual requirement to slow the entire process.

The story also comes at a timely moment for FuseSign in Ireland. FuseSign has been named the winner for Ireland Practice App of the Year in the Xero Global App Awards 2026.

The category recognises apps that empower accounting and bookkeeping practices while demonstrating meaningful, regionally relevant impact, making Jefferson’s experience a practical example of that value within an Irish firm. Read about the Xero Global App Awards 2026.

Would Jefferson Accounting & Tax recommend FuseSign?

Jeff has already recommended FuseSign to another local accountant who was looking for a better way to send accounts packs for signatures.

His recommendation was straightforward:

Want to simplify your signature process?

Ready to see how FuseSign can support your firm send accounts packs, collect multiple signatures and return completed documents to the right workflow. Book a demo or start your free trial today.