McCulloch & Partners is a New Zealand chartered accounting firm with offices across Invercargill, Queenstown, Te Anau, and Wanaka. With 7 partners and around 60 team members, the firm needed document workflows that could support multiple offices, remote work, and a consistent client experience.

Like many firms, McCulloch & Partners had to rethink parts of its process during COVID-19, especially when teams were working from home. One key area was the finalisation of client reports and document packs.

Before FuseDocs and FuseSign, the team was printing, organising, binding, and posting documents manually. That process added delays, created extra back and forth between teams, and made document finalisation harder to manage across offices.

A manual process slowing down turnaround

Before the change, an accountant would finalise a report and hand it to the administration team to bind and post.

Depending on priority, it could take days before a collation was even sent to the client. That added time to job finalisation and made the workflow harder to keep moving, especially when staff were working remotely.

For a multi-office firm, the team needed a process that was faster, easier to manage, and less dependent on paper-based handovers.

Creating consistent report packs with FuseDocs

FuseDocs helped McCulloch & Partners standardise the way document packs were prepared.

With FuseDocs, the firm could create consistent, professional report packages with standardised branding across cover pages, divider pages, headers, and footers. That meant team members could produce the same quality of output across document packs, regardless of office or user.

FuseDocs also helped reduce manual handling, allowing reports to move through the finalisation process without the same printing, organising, and binding steps.

Connecting document preparation and signatures

FuseSign supported the next stage of the workflow by making it easier to send documents to clients for signatures.

The integration between FuseDocs and FuseSign helped accountants send documents to clients more simply, while clients adapted to the platform quickly. FuseSign also carried the firm’s branding through notification emails and the signatures experience, creating a more polished client-facing process.

Supporting remote work across offices

After only a few months, McCulloch & Partners saw significant time savings and efficiency improvements.

The new workflow helped the team work remotely and across offices without delays in processing work. That was especially important during lockdown, when the firm needed a process that could keep moving even with staff working from home.

The implementation itself was also efficient, even during a disrupted period, with the FuseWorks team helping the firm solve issues quickly as they arose.

The result

McCulloch & Partners moved from a manual, paper-based document finalisation process to a faster and more consistent workflow with FuseDocs and FuseSign.

FuseDocs helped the firm standardise professional report packs, reduce printing and binding, and remove delays from the finalisation process. FuseSign supported the final step by making documents easier to send to clients for signatures.

For McCulloch & Partners, the result was fewer handovers, less back and forth between teams, faster turnaround, and a document workflow that could support remote work across multiple offices.

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.