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 of 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
- Engagement Letters or Fee Proposal Packs
Just to name a few!
FuseDocs in action
These are just some of the ways our clients are using FuseDocs to turbocharge their productivity. Which process will FuseDocs automate for you?
FuseDocs can fully automate the creation of personalised client checklists.
3 tips to make the most of your client engagement letters (and how to completely automate the process)
FuseDocs can help you to fully automate the preparation of comprehensive and complex engagement letters, fee proposals, and other documents.
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.
New add-ons available with your FuseDocs solution to turbocharge your productivity
We’ve had a lot of feedback from clients over the past year that there is opportunity to add more automation into your workflow in the areas of reviews, approvals, and finalisation – and our new Workflow feature is the outcome of that feedback.
Our new Microsoft Outlook Integration allows you to prepare emails to send your compiled documents, letters, and checklists directly from FuseDocs.
FuseDocs can create “portal packs” for each member within a family group. If you’re using VC Portal, you can automatically push these packs to clients directly from FuseDocs.
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.
Fusedocs has allowed us to improve our job collation process through efficiency and consistency, while providing the client with a more professional looking package, no matter how they choose to receive it.
We’re loving all the work Matthews Steer and FuseWorks have been doing together (with FuseDocs) – it’s changing our world for the better every day!
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 using the calendar tool below to learn more and find out how FuseDocs could help you, or send us a message if you’d like to know more
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