How Ross & Partners keeps client signatures moving with FuseSign

For accounting firms, getting the work done is only part of the job. The return, accounts, engagement letter, or company secretarial document still needs to be reviewed, sent, signed, tracked, chased, and filed.

At Ross & Partners, that signature process happens every day.

Based in Bristol, Ross & Partners provides accountancy and tax services to businesses and individuals, with a strong focus on making tax and accountancy simple for their clients. The firm supports a broad client base across Bristol, Warmley, Kingswood, Hanham, South Gloucestershire, and beyond, including many owner-managed businesses, property-related clients, construction businesses, restaurants, retail and wholesale businesses, and specialist IT clients.

We spoke with James Middleditch, Tax Director at Ross & Partners, about how the firm uses FuseSign to manage everyday signature workflows, reduce admin pressure, and keep documents moving during busy periods.

Signatures are a daily part of practice life

Ross & Partners sends a wide range of documents for signature, including engagement letters, accounts, self-assessment returns, tax compliance documents, and company secretarial paperwork.

As a growing practice, the team regularly has new clients coming on board and existing clients taking on new services. That means documents are going out for signature every week, and in many cases, every day.

The challenge: manual chasing, limited visibility, and signature delays

Before FuseSign, Ross & Partners had used both paper-based signing and DocuSign.

Paper created obvious challenges. Signed documents ended up in physical files and archive rooms, and there was no simple way to see what had been sent, signed, viewed, or ignored.

DocuSign helped digitise part of the process, but Ross & Partners found it time-consuming for the kinds of documents they needed to send, especially where multiple signatures and signature locations were involved.

The bigger challenge was visibility.

For a busy accounting firm, that lack of oversight creates extra admin. Staff need to manually follow up, check inboxes, chase clients, and work out whether the delay is with the firm, the client, or the signature process itself.

That pressure becomes especially clear during self-assessment season.

Why Ross & Partners chose FuseSign

Ross & Partners reviewed their signature process after busy season, alongside other software providers.

With FuseSign, the team can see what is outstanding, where each signature request has progressed, and what needs chasing. They can also use templates and placeholders to prepare common accounting documents more efficiently.

For Ross & Partners, that made FuseSign feel like a better fit than a generic signature tool.

A more controlled signature workflow

Today, Ross & Partners uses FuseSign as part of a structured internal process.

Documents are prepared and reviewed by the relevant team. Once drafts have been sent to the client and discussed where needed, the documents are uploaded to FuseSign. The admin team then sends the signature request and monitors progress.

This helps fee earners stay focused on client work, while the admin team has the visibility needed to keep signature requests moving.

For standard documents, templates and placeholders make setup faster. For more complex packs, they reduce the risk of sending documents out incorrectly or asking the wrong person to sign in the wrong place.

The team also uses FuseSign reminders as the first layer of follow-up. If a client still has not signed, the admin team can log in, see what is outstanding, and chase directly.

That visibility has made the process easier to manage without adding extra complexity.

The impact: less admin, more visibility, and broader use across the firm

Since moving to FuseSign, Ross & Partners has expanded the range of documents it sends through eSignature.

Previously, complex signing packs may have felt easier to handle in person or by post, with instructions attached. Now, the team can send more of that work through FuseSign with confidence.

For James, that is one of the biggest positive changes.

The time saving is especially noticeable during the busiest parts of the year.

Easy for staff to pick up

One of the reasons FuseSign has worked well for Ross & Partners is that staff have found it intuitive.

That ease of adoption matters in a practice environment, where teams are already managing multiple deadlines, clients, and workflows.

Do Ross & Partners recommend FuseSign?

For firms looking to improve their signature process, Ross & Partners is clear that FuseSign is worth considering.

James said the product scales well, from sole practitioners through to larger multi-partner firms, and that the price point makes it useful across different practice sizes.

Ross & Partners has already recommended FuseSign to other firms.

Want to Simplify Your Signature Process?

Ready to see how FuseSign can support your firm’s next step? Book a demo or start your free trial today.