HB&O, an award-winning Accountancy and Business Advisory firm with offices in Leamington Spa and Coventry, faced challenges with their existing document management system, prompting the need for a more efficient and integrated solution.
In 2023, HB&O transitioned to FYI for document management and adopted FuseSign for digital signing. The seamless integration of FuseSign with Xero Practice Manager (XPM) and FYI proved essential in maximizing efficiency. The integrated approach resulted in streamlined communication with clients, where XPM managed workflows, FYI automated document creation and storage, and FuseSign offered an easily accessible digital signing solution directly from the FYI dashboard.
Mark Ashfield, Managing Director and Lisa Saiya, Practice Manager Assistant, at HB&O, enthusiastically recommended FuseSign for its excellent product support and seamless integrations.
I have no hesitation in recommending FuseSign to other firms. “FuseSign is an excellent product with great integrations and product support”. I strongly recommend FuseSign to firms seeking efficiency, security and seamless integrations with the industry’s leading applications.