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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

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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!

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.

Transform your practice by connecting FuseDocs with APS

Talk to an integration specialist

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.

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