Case Study: William Buck Victoria achieves same-day tax lodgements and a digital-first client experience with DocuSign

William Buck Victoria differentiates with digital-first experience

William Buck Victoria, a leading Australian firm of chartered accountants with more than 90 directors and 500 staff, set out to differentiate itself by delivering a digital-first client experience as clients became increasingly tech savvy. The firm focused on reworking its tax‑return process and replacing paper signatures to speed transactions, reduce admin and free staff to spend more quality time with clients.

William Buck implemented DocuSign eSignature integrated with Intapp workflow, with local support enabling a fast rollout. The result: turnaround shrank from about a week to same‑day lodgement, more than 50% of returns are signed within 24 hours, manual processing and risk were reduced, client convenience improved, and the firm gained a competitive, scalable digital process it’s now extending to other documents.

William Buck

Lalitha Koya

IT Manager