Founded in 2006, 3D Accounting is an Australian accounting practice based in Belrose and Thirroul, New South Wales. The firm specializes in delivering comprehensive financial solutions, tax compliance, and business structuring strategies tailored specifically for small to medium-sized businesses and their families.
3D Accounting team has developed systems and an internal culture that takes a holistic approach to both their clients' business and family needs. It's a comprehensive financial solution tailored for them. This approach makes their relationship efficient and gives clients the comfort of knowing their financial requirements are covered from all angles.
They are not accountants who only see clients once a year at tax time. They provide ongoing, proactive, tailored financial solutions for small and medium-sized businesses that want to ensure their business is as profitable as possible and reduce tax liability wherever feasible. As business accountants, they look at the big picture for both the business and the family.
The problem
They were originally using DocuSign for their signature needs. However, they encountered issues where DocuSign was unwilling to work with the firm's needs in terms of providing an adequate price guide or signature options. When they contacted Annature, they spoke with Corey, who explained everything promptly and efficiently, offering the best option for their small firm.
Annature has allowed them to send documents for signing directly to their customers' mobile phones, which is especially useful for clients who check their mobile more often than their emails. The easy-to-use dashboard enables their admin team to manage the status of documents all in one place.
The solution
Annature has provided a more flexible software solution with pricing options that allow them to pay for each document as needed, as well as a simple contract option where they can just pay the difference if they exceed their usage. It also offers the ability to send documents for signing via text message, which is great for clients who check their mobile phones more frequently than their emails.
Corey and the team at Annature have been very prompt and friendly in answering any questions they've had. They’ve also received tremendous support from the team, which made the onboarding experience seamless.
The outcome
The process of moving to Annature from DocuSign was extremely smooth and simple. Corey provided them with a quote within a day of their request, allowing them to transition to Annature almost immediately.
Their admin team is now running smoothly again and can send as many documents as needed without limitations. Annature is incredibly easy to use for both their staff and clients when signing, and they’ve had absolutely no complaints or issues from their clients.
