Case Study: Cottons Group improves signing visibility and workflow control with FuseSign

Cottons Group streamlines signing for 120 staff with FuseSign

Cottons Group, a firm providing accounting services to SMEs, faced challenges with a disconnected signing process. Their previous systems, including CCH and Xero Tax with Adobe Sign, created friction between stages, offered poor visibility of signing status, and required manual exporting of documents. As part of a cloud migration, they needed a solution that integrated seamlessly with their new FYI practice management system to create a single, connected workflow. They chose FuseSign for its integration capabilities.

The solution from FuseSign integrated directly with FYI, allowing documents to be sent for signature and then automatically returned to the document management system upon completion. This eliminated manual handling and provided clear visibility of signing status. The result was a vastly improved client experience with less confusion and a significant operational benefit for staff. During peak periods, this prevented backlogs and reduced the need to allocate resources to chasing signatures, ensuring data integrity. FuseSign was described by a partner as "a pure win for your clients and for your staff."

Cottons Group