Case Study
creditte's journey to scalable, consistent client delivery with FuseDocs & FuseSign
Details
Company Name: creditteLocation: Brisbane, QLD
Practice Management: Xero Practice Manager
Document Management: FYI
According to Morgan, FuseWorks had “always been around in the background.” As the firm grew, the pain with other tools increased - and the decision to switch became obvious.
Morgan Wilson
Founder and Director
Integrations, familiarity with the team, and the promise of a more connected workflow all contributed to the timing finally being right.
In short: inconsistent.
Every team member had their own way of preparing client packs. While the end product eventually made it out the door, the path to get there varied wildly, and sometimes a single pack could take up to 30 minutes to assemble.
"There was no one way of doing things... that was our challenge."
The lack of standardisation meant creditte couldn’t scale its processes in a sustainable way.
creditte’s main obstacle was fragmentation: too many tools that didn’t talk to each other, too many variations of a process, and no
streamlined, repeatable workflow.
FuseWorks offered the opportunity to replace manual steps with a centralised, consistent system.
We had here, there, and everywhere. No one way of doing things.
Morgan Wilson
creditte began by integrating FYI, then rolled out FuseDocs and FuseSign. Morgan recalls the experience as detailed but straightforward.
“The team were able to give the exact feedback we were looking for: ‘This is easy.’”
FuseSign was particularly fast to implement, and the broader team provided immediate positive feedback on both tools.
FuseDocs went from being owned by one person to becoming part of everyone’s workflow, from accountants to operations.
This shift was fundamental to creditte’s scale: new team members can now follow a standard operating procedure and complete most of the work without needing deep technical knowledge.
To grow sustainably, creditte needed systems that would scale with the business, not a reliance on individual expertise.
FuseDocs allowed them to create a consistent, repeatable workflow. Every pack reflects the same level of quality, regardless of who prepares it.
For creditte, the bound set is a tangible expression of their brand, often the thing clients remember most.
“It’s something tangible they can get. That’s what’ll leave a lasting impression. So, it’s some of the most important work we do.”
FuseDocs ensures that every pack looks polished, consistent, and reflective of the firm’s high standards.
“When clients are getting that sort of year-end pack, that’s a product they’re getting from us.
We need it to look as good as it can, and FuseDocs makes it look schmick.”
Clients previously received work via a mix of tools, sometimes even reverting to email. Now, they receive a branded, professional year-end pack that feels like a product.
Signing is smooth too. Most clients choose SMS due to convenience, supported by reminders, workflows, and secure two-factor authentication.
For Morgan, the answer is immediate and obvious.
“FuseDocs & FuseSign are easy! And if something’s easy, you’re gonna keep using it.”
Consistency, speed, and ease of use across the entire team have delivered clear improvement in workflow and output.
Morgan's advice is simple:
