Founded in 2016 by Principal Director Lachlan Bonser, LB Advisory Chartered Accountants is a privately held accounting firm headquartered in Sydney, New South Wales.
LB Advisory Chartered Accountants offers assistance to clients in navigating the complex web of financial and non-financial challenges that businesses face. Born from a principal with 17 years of experience in Business Advisory Services, LB Advisory Chartered Accountants is equipped to guide both startup and established businesses.
The problem
The challenge the team faced was finding an electronic signing process that linked into their document management systems. It had to be easy for their clients to use on the front end and efficient for LB Advisory to manage filing on the back end.
They used a combination of Xero Sign for tax documents and Adobe for everything else, which was frustrating as they had to use two different programs to achieve the same outcome. Annature solved this by linking with the firm's document management system, so now every document is signed through Annature.
The solution
Annature links directly with their document management system, allowing them to generate, send, and receive signed documents that automatically file back into their correct positions.
The outcome
They love the simplicity of the system. Their clients can securely sign documents and return them to the firm with ease. They’ve seen a significant efficiency gain in getting even the simplest documents reviewed and signed.
Additionally, the support from Annature has been exceptional, and the team has helped them resolve some of their workflow challenges along the way.
