Harris Black is a Brisbane-based firm of chartered accountants and advisors, supporting clients across accounting, tax, business, and wealth management. The firm has a strong focus on helping clients achieve their financial goals, so internal efficiency matters: the less time the team spends on repetitive admin, the more time they can spend supporting clients and developing higher-value work.

For Harris Black, one of the biggest opportunities was year-end document collation. Before FuseDocs, administration staff were spending hours preparing year-end collations for clients, including sorting documents into the right order, adding bookmarks, applying “sign here” stickers, and setting security requirements.

A year-end process taking too much time

The process was important, but highly manual. Each client pack needed to be carefully prepared so it was complete, professional, and easy to navigate.

Harris Black already had clear document naming and location protocols in place, which gave the firm a strong foundation. But the actual collation process still relied on administrative time and attention, creating a bottleneck during busy periods.

The team needed a way to keep the quality of the final client pack while reducing the time it took to produce.

Preparing collations in minutes with FuseDocs

FuseDocs was implemented to automate year-end collations and connect with Harris Black’s document management system, iManage.

With the integration in place, FuseDocs could extract the required documents and prepare collations in PDF format within minutes. The final packs included the practical details the team previously had to add manually, such as bookmarks, security settings, and “sign here” markers.

Because Harris Black already had structured document protocols, the setup was quick. The team was testing FuseDocs within days of giving the go-ahead.

Giving the team time for higher-value work

The biggest benefit was not just speed. By reducing the time spent on repetitive collation tasks, Harris Black created more capacity for its administration team to take on more meaningful work.

For example, Administration Assistant Gerald Simeon was able to work more closely with senior managers and contribute to client-facing initiatives, marketing roadshows, ASIC compliance, and staff training.

That is the real strength of the Harris Black story. FuseDocs did not simply make one task faster; it helped free up skilled team members to contribute in broader and more rewarding ways.

The result

With FuseDocs, Harris Black moved from hours of manual year-end collation work to client-ready PDF packs prepared in minutes.

The firm improved efficiency, maintained a professional client document experience, and created more capacity for team members to support higher-value work across the business.

For accounting firms with structured document protocols already in place, Harris Black’s experience shows how FuseDocs can turn a time-consuming manual process into a faster, more scalable workflow.

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.