Case Study: Eagle Financial saves 4 minutes per document and reduces late lodgement penalties with Dropbox Sign

How Eagle Financial saves 4 minutes per document—and clients from late lodgement penalties—with Dropbox Sign

Eagle Financial, an Australian accounting firm supporting startups and small businesses, struggled with a slow email-attachment process for collecting client sign-offs and tax disclosure documents. This created delays, extra follow-up work, and risked clients missing lodgement deadlines and incurring penalties. Dropbox Sign helped modernize the workflow with its web app for eSignatures.

Using Dropbox Sign, Eagle Financial automated sending, signing, tracking, reminders, and document conversion. The result was about 4 minutes saved per document, faster completion rates with clients signing right away nine times out of ten, and roughly $80,000 in recaptured billable time across 10,000+ documents a year. Dropbox Sign also helped boost Google reviews from around 20 to 200+ by directing clients to a post-signing landing page.

Eagle Financial

Adam Johns

Partner