Compile, format and send client-ready documents in a single click.
Build a seamless digital workflow
Less time on admin means there’s more
time for business-building activities.
Enhance your competitiveness
With our custom packages, you
only pay for the features you need.
Designed just for you
Automate time-consuming business processes
Automation lets you get more out of each day. From creating client files, to producing and formatting documents and instantly filling out forms, our robotic process automation (RPA) software simplifies everyday business processes – giving you and your team more time for meaningful work.
Our customers are regaining hundreds of hours each year with FuseDocs.
How much time could you be saving?Calculate my time saving
FuseDocs was able to save us hours on our compilation process, prevent mistakes, and allow us to service our clients better.Adam Dierselhuis, Director – O’Connells OBM
Fusedocs has cut the time it takes us to prepare an SOA/ROA down by up to 30 minutes each – which is going to save us about $10,000 this year! It’s so simple, anyone can use it and get the same result every time, so our admin team can now take over SOA/ROA preparation and we can get our Paraplanners working on value-add activities.Tim Barton, Director – GCA Financial
So easy – very little down time for training and implementation, 2 weeks later we forgot we didn’t have it before!Irma Bantjes, Practice Manager – Stratus Financial Group
(With one client) that literally took 3.5 hours last year to collate, and we just collated it in a matter of minutes - AMAZING!Christina Gulliver, Associate – Brentnalls SA
Simplify everyday tasks with these time-saving features. With improved efficiency, you’ll have the extra time and resources you need to give your business a competitive edge.
Create PDFs complete with bookmarks and security. Fuse searches your system for the files you need and will even put them on your company letterhead.
Advanced formatting populates documents and email templates with relevant information. Create letters, documents, emails, client files and reports in minutes.
Easily locate data, client details and documents from your key business systems. FuseDocs integrates with programs including Reckon APS, Virtual Cabinet, MYOB AE, How Now, iManage and many more – ask us about your Document Management system!
Automatically compile and merge documents from multiple locations and file types into report packages ready to present to clients.
No more printing, signing and scanning contracts, quotes and proposals. Send documents to your clients and have them back faster with secure electronic signingSee all features