For Brendan Connolly, principal at Adelaide and Hills Bookkeeping—a trusted South Australian firm combining cloud-based technology with personalised bookkeeping services for small and medium businesses—improving efficiency was paramount. Previously reliant on Docusign, Brendan found the fixed monthly fees costly and inflexible, prompting the search for a better solution.

What challenges did you face in your organisation?

The decision to switch to Annature was driven initially by pricing. "With Annature's pay-as-you-go model, we immediately saw significant cost savings," Brendan explained. The Australian-based support and ease of use further solidified his choice. "Annature’s intuitive interface made the transition effortless for both our staff and clients."

The onboarding process was smooth and hassle-free. "Harrison from Annature got us set up efficiently and clearly explained everything we needed to know," Brendan noted. Since implementation, the platform's simplicity has allowed Brendan’s team to be entirely self-sufficient, with minimal ongoing support required.

How has Annature improved your processes?

The measurable benefits of adopting Annature have been substantial. Document turnaround times have drastically improved. "Previously, document signing was cumbersome—clients had to print, sign, and scan documents back. It often took days or even weeks," Brendan described. "Now, it's virtually instantaneous. Most documents are returned the same day."

A significant administrative impact has also been realised. "We’ve effectively reduced our administrative workload by half. This enabled us to remove an administrative role entirely, as tasks were seamlessly absorbed by account managers," Brendan said. This elimination of redundant tasks not only streamlined operations but substantially reduced overhead costs.

Annature’s streamlined envelope process transformed their workflow, making client interactions more efficient. Brendan reflected positively on these enhancements, stating, "Annature simplified our signing process dramatically, boosting our productivity and allowing us to focus on delivering exceptional bookkeeping services."

Looking ahead, Brendan plans to leverage additional features like automatic reminders and customised email domains, further enhancing client engagement and response times. Ultimately, Annature has empowered Adelaide and Hills Bookkeeping to deliver faster, more efficient service while significantly cutting costs.

https://www.aahbs.com.au/