Case Study: Canny Group streamlines client pack signing with FuseDocs and FuseSign

Canny Group - Customer Case Study

Canny Group, an accounting and professional services firm, faced a significant challenge when adapting their processes to a new document management system and the remote work requirements of the COVID-19 pandemic. Their existing method for creating and sending out professional tax return and financial statement packs for business clients was a cumbersome, entirely manual process that took about an hour per client and was prone to errors. They lacked a streamlined platform for creating branded documents with features like bookmarks and for managing the digital signature process.

The firm implemented FuseSign and FuseDocs from vendor FuseWorks, integrating them with their existing systems. This solution automated the creation of professionally branded PDFs and streamlined the digital signing process. The result was a massive reduction in processing time, from 60 minutes per client pack down to just 2 minutes. The FuseWorks solution not only saved significant time and reduced errors internally but also provided a much simpler and more efficient experience for the firm's clients.

Canny Group

Jamie Arrington

Manager