FuseDocs

About

Compile, format and send client ready documents in a single click.

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.

Standardise your processes across teams or locations and prepare professional report packs that are easy for your clients to read and navigate.

FuseDocs completely automates the collation of electronic document report packages including:

- Annual Client Collations
- Review Packs
- Audit Documents
- Statement/Record of Advice Document Packs
- Corporate Secretarial / Legal Document Packs
- Personalised Client Checklists
- Engagement Letters or Fee Proposal Packs

Just to name a few!

This product is intended for

• Head Accountant
• Accountant
• Tax Officer
• Tax Accountant
• Bookkeeper
• Accounting Assistant
• Accounting Clerk
• Chartered Accountant
• Senior Accountant
• Director of Accounting