THE FUSESIGN DIFFERENCE
FuseSign Features
Based off the needs of Accountants and Professional Services industries
Based off the needs of Accountants and Professional Services industries
FuseSign has been built based on market research and a deep understanding of the needs of Accountants and Professional Services industries.
It’s focus is on the user experience and the level of granular control to make teams more effective in using digital signatures in their
business.
With FuseSign, your clients will be given one link and page to sign all relevant documents, with no need to remember username and passwords, or even needing to use a desktop computer – FuseSign is mobile friendly, so can be accessed while out of the office! Plus your brand and messaging will be shown on the email notifications and signing page, so they feel secure in the whole process.
Watch FuseSign in Action
With FuseSign, you can choose who signs, views or doesn’t have access to each document in the bundle. Great for complex family groups when you have different actions and requirements for different recipients. FuseSign has no limits on documents, or recipients – so you can do it all in one bundle, saving you time, effort and money.
Perfect for multidisciplinary firms, this feature that allows you to segment your bundles for better organisation, privacy between teams and a more tailored client experience with separate branding.
Signing Order Groups gives you granular control over the signing order of your bundle's recipients. FuseSign will send the bundle to one group at a time, and will progress to the next group automatically when these signatures are completed.
Include your logos and brand colours on the notification emails as well the signing pages for your clients!*
*Features dependent on subscription plan
With FuseSign you can send documents to as many recipients as you want with controls over who needs to sign, who can view (or won't view) each document in a bundle.
FuseSign integrates with other apps that you use. You can find them on our integrations page.
Send up to 40 Documents in a Single Bundle. Great for managing those really large family groups with lots of moving parts, all in one place!
With 2 step verification using email and phone number, your clients will be verified without needing remember any usernames or passwords!
No limitations on recipients in a bundle. Great for managing those really large family groups all in one place!
FuseSign is 100% responsive to any device using the internet - so your clients can sign their documents from anywhere, with no username or password required.
In addition to sending emails, you can also send SMS notifications to your clients to alert them you've sent documents to be signed. You can also send SMS reminders, with granular control over having this feature enabled or disabled in settings.
Setup templates for different style of document bundles (e.g Annual/SMSF/Activity Statements etc.) so that you can have standardised subject and email body content to streamline your process.
Choose between whole document signing or placing signature placeholders for each signing recipient throughout the documents within a bundle.
Use FuseSign as a secure way to share documents with view only option available for documents and recipients.
Email templates, security settings, users and many more self serve configuration options are available within the FuseSign settings - making it easy for you to manage what you need to, when you need to.
Send branded email reminders to your clients both manually and automatically (dependant on plan). This is setup so only those clients with action items are reminded - making a better experience for the rest of the recipients who have already signed what they need to.
Setup tags for your bundles so that you can easily sort and filter through your bundles out for signing. There are unlimited tags that can be applied per bundle, so it’s great for businesses who have lots of clients with various teams working on different kinds of documents.
If a document in a bundle is rejected by a recipient, it simply leaves out that document so you can still finalise the remaining documents. Saving you time, money and your clients headaches of needing to sign a correct document more than once.
Smart document collation tool FuseDocs has the ability to send client ready packs directly from within FuseDocs to FuseSign, already set up with recipients selected straight from your practice management database! Find out more about how FuseSign works with FuseDocs here. Find out more about this integration.
If you have someone in the recipient group who can't complete their actions via FuseSign but you still want to save the signed documents from the rest of the group, you can choose early finalisation to not hold up the process.
FuseSign is licenced to the entire practice with ability to manage centrally at the practice discretion.
Export your data straight from your practice management system and upload it straight to FuseSign for easy client lookup when setting up a bundle.
Add additional fields to your bundle, including text fillable placeholders, checkboxes, multi-line text and more.
All your data is kept in Azure servers hosted in Australian data centres.
Flexible terms, month-to-month subscription in addition to discounted annual plan.