FuseDocs
Compile, format and send client documents. Integrate FuseDocs with APS Practice Management and automate the collation of annual and recurring client documents.
- Category: Automation
- Regions: AU & NZ
- Product Integrations: APS Software
FuseDocs Overview
FuseDocs is the smart robotic process automation platform for accountants, financial planners and professional services businesses. When you integrate FuseDocs with your practice management and document management platforms you can prepare an entire annual report package collation in a matter of seconds and give your team back their most valuable resource – time.
Watch FuseDocs compile an entire annual collation in the time it takes to get a coffee!
FuseDocs key benefits
Document collation
Collate document report packages including annual client collations, audits, legal, records of advice and many more.
Add markups or comments
Mark up documents with comments or highlights – perfect for paperless reviewing.
Standardise report packs
Standardise your processes across teams or locations and prepare professional report packs that are easy for your clients to read and navigate.
Cut down on admin
Automate repetitive admin work around document collation and let your staff focus on what matters.
Fully customisable
FuseDocs report collations are completely customisable – from the documents you want included through to formatting.
Free support
When you subscribe to FuseDocs you have access to their comprehensive online help desk, or email and phone support with 24 hours response times.
Implementing FuseDocs and FuseSign has literally shaved days off the finalisation of that process and produced less back and forth between teams.
Transform your practice by connecting FuseDocs with APS
For all your accounting practice needs
Run your entire practice with best-in-class powerful tax, compliance and practice management software to help optimise compliance workflows and advance every aspect of your accounting practice. Our solutions offer powerful, automated workflows, out of the box dashboards and easily customised reporting, enhancing productivity and providing you with instant access to data-driven insights.