Established in 2009, Oaktree Accounting is a dedicated financial firm that provides a full range of business accounting, tax minimization, compliance, and strategic improvement services.
Based in Kelmscott, the firm specialises in helping small businesses remain compliant with legislation and translate their financial performance and metrics into actionable opportunities to drive long-term business growth.
The problem
The firm's previous eSigning provider lacked critical flexibility for managing live documents. Oaktree Accounting faced ongoing administrative hurdles because they were unable to change a recipient's email address or send custom reminder notifications once a document had already been sent out.
The solution
Oaktree Accounting switched to Annature, which offered these crucial management features right from the start. During the initial setup, the firm implemented several workflow suggestions made by the Annature team. Furthermore, the partnership allowed Oaktree Accounting to provide direct feedback and suggestions, which the Annature team, including Corey, actively took on board and implemented to suit the firm's needs.
The outcome
The feedback from clients has been overwhelmingly positive, with many noting that the new platform is much easier to use. This improved user experience has resulted in significantly quicker turnaround times for signed documents. From an internal perspective, the firm has found Annature incredibly easy to work with, streamlining their entire document execution process.
