Case Study

“You couldn’t find better customer service anywhere else, everyone goes above and beyond to help”. 

Enhancing Client Experience with Seamless Automation.

A modern Brisbane-based business, q4 financial is committed to delivering exceptional service across accounting, financial planning, and business advisory. As part of their cloud transformation journey, the team sought solutions that would elevate client experience without compromising their personal touch. 

Their connection with FuseWorks began through Slipstream Group, where they met co-founder Melissa Voss. This alignment of values and vision led q4 financial to implement FuseSign and later FuseDocs, integrating automation into their everyday operations and reshaping the way they service clients.

FuseDocs enabled the q4 team to generate professional, clickable client packs that reflect their brand beautifully, instantly elevating the client experience. It brought automation to the document collation process, reducing manual effort and the risk of error. Combined with FuseSign, q4 financial achieved:

• A unified, secure signing experience
• Reduced turnaround time for documentation
• Increased confidence handling sensitive information
• A consistent and professional presentation of client deliverables

“The integration of FYI with FuseDocs and FuseSign has been such a time saver, having the ecosystem that Fuse offers just makes everything quicker.”

The seamless flow from document preparation to signing, automated filing, and status updates has made day-to-day operations more efficient and scalable.

The measurable results have been impressive:

• Client pack preparation time reduced from 40 minutes to 5–10 minutes
• Improved client satisfaction through a more polished, organised experience
• Faster onboarding of new staff, even those new to the accounting profession
• Enhanced productivity, allowing staff to focus on high-value client engagement

You can trust that everything goes exactly where it needs to with FuseSign. Anne says “I wouldn't recommend anything else other than FuseSign for Digital Signing”

Beyond productivity, the platform has supported training and onboarding by offering visibility into the full client workflow, helping team members understand how each piece contributes to the bigger picture.

Read more here.