Accru Harris Orchard is an Adelaide-based accounting and advisory practice supporting clients across accounting, tax, audit, wealth advice, and business advisory. With a fast-paced team and a strong focus on professional client service, the firm needed a better way to prepare and deliver annual client report packages.

Before FuseDocs, annual collations were taking too much time. The team could spend at least 45 minutes per family group locating, printing, converting, and combining financials, tax returns, and other client reports. For larger groups, the process could take hours.

A slower process than the firm needed

Accru Harris Orchard wanted to streamline its internal systems and create a faster, more consistent way to prepare professional documents for clients.

The existing collation process involved too many manual steps. Documents had to be found, formatted, ordered, converted, and combined before they could be sent to clients. That made the workflow time-consuming and harder to scale during busy periods.

For a firm focused on efficiency and client service, the team needed a process that could keep up.

Automating annual collations with FuseDocs

FuseDocs helped Accru Harris Orchard automate its annual collation process by integrating with Virtual Cabinet.

Instead of manually locating and combining documents, FuseDocs automatically finds the relevant documents within Virtual Cabinet, formats them, places them in the correct order, and prepares a complete branded reporting package.

The final client packs also include a hyperlinked table of contents and onscreen bookmarks, making them easier for clients to navigate when viewing documents on a device.

Publishing documents directly to clients

Accru Harris Orchard had also introduced the Virtual Cabinet Portal to securely distribute documents to clients. FuseDocs supported this workflow through its “Push to Portal” feature.

This meant the team could compile reports and publish them directly to the client portal without needing to manually locate, extract, or upload documents from Virtual Cabinet.

That removed several steps from the process and helped the firm deliver documents to clients faster.

Creating better client packs in minutes

The time savings were significant. Accru Harris Orchard reduced the time needed to complete annual client collations by over 65%.

What once took at least 45 minutes, and sometimes hours for larger groups, can now be completed in a matter of minutes. Even the largest groups can be prepared in up to 15 minutes.

Giving support staff more time for client service

The impact was not only about faster document preparation. By reducing repetitive collation work, Accru Harris Orchard gave its support staff more time to focus on client service.

FuseDocs also helped improve consistency across the firm’s job collation process, while creating a more professional final package for clients.

The result

Accru Harris Orchard used FuseDocs to turn a manual annual collation process into a faster, more consistent workflow integrated with Virtual Cabinet.

The firm now prepares and publishes professional client report packages in minutes, has reduced annual collation time by over 65%, and has freed support staff to spend more time on client service.

With annual collations streamlined, the team is also looking at future opportunities to automate superannuation fund compliance processes and standard letters.

Ready to spend less time preparing documents?

Ready to see how FuseDocs can support your firm’s next step in consistency, time saving, and polish? Book a discovery call today.