Compile, format and send client ready documents in a single click
FuseDocs is the smart robotic process automation platform for accountants, financial planners, and professional services businesses.
Automate the collation of annual and recurring client documents and give your team back their most valuable resource – time
When you integrate FuseDocs with your practice management and document management platforms you can prepare an entire annual report package collation in a matter or seconds.
Standardise your processes across teams or locations and prepare professional report packs that are easy for your clients to read and navigate.
Ready for multiple applications
Electronic documents are the cornerstones of your business, but that doesn’t mean your team need to spend time creating them when they could be focusing on work that matters.
FuseDocs completely automates the collation of electronic document report packages including:
- Annual Client Collations
- Review Packs
- Audit Documents
- Statement/Record of Advice Document Packs
- Corporate Secretarial / Legal Document Packs
- Personalised Client Checklists
Just to name a few!
With Fuse on your team, productivity skyrockets!
FuseDocs automated report collations are completely customizable – from the documents you want included through to branding and formatting.
PDF Editing Built In
Mark up documents with comments, questions, and highlight using the comprehensive built-in PDF editing features – perfect for paperless reviewing.
Support when you need it
When you subscribe to FuseDocs you have access to our comprehensive online help desk, or email and phone support with 24 hours response times.
Create time, create opportunities
The simple, yet powerful, automation features in FuseDocs will save your team time; creating quality, consistent collations every time.
Integrates with the tools you already use
FuseDocs integrates directly with leading Practice Management and Document Management systems to help you work smarter
Recommended by Industry Specialists
Those that know accounting and professional services, know FuseDocs. We’ve partnered with leading industry specialists to help accountants be more efficient and effective.
FuseDocs is saving accountants and financial planners hundreds of hours each year
Use this calculator to work out how much time you could save with FuseDocs automating your document compilation.
Accounting Tax Packs
Helping businesses across the world automate repetitive processes
Giving teams back time to focus on more enjoyable things.
Watch the video to hear why businesses like Hall Chadwick and Bentleys love FuseDocs.
Less time is spent preparing our compilations – it has halved the time to prepare these!
With a few clicks of a button, our year-end collations are prepared in pdf format within minutes
We love FuseDocs – the amount of time saved on administration tasks has been amazing.
Find out how FuseDocs could help your business
Register for an online demonstration to learn more and find out how FuseDocs could help you, or send us a message if you’d like to know more
News to help you work smarter
If you’re like the average working professional, technology is more relied upon than ever before, however, so many firms are still not using the technology that could serve them best. To help guide you in finding some tools that might help you – we’ve put together this list of 20 technology tools for 2020!
Help make time for what matters most to you with these quick wins for 2020.
FuseWorks are seeking undergrad programming or engineering students heading into their third or fourth year of study for a paid summer work program. As part of this program you will have the opportunity to write and extend .NET software and support clients in a...