As a Melbourne-based chartered accounting firm specialising in advising individuals, family groups, and privately-owned enterprises, Kenworthy & Associates handles a significant volume of sensitive financial documentation daily.
The problem
Previously reliant on DocuSign, Practice Manager Sandra Burgess found the high fixed costs and limited support increasingly problematic.
The solution
Since transitioning to Annature, Kenworthy & Associates have significantly streamlined their operations, primarily due to the seamless integration with Xero Practice Manager (XPM). "With Annature’s integration into XPM, we can instantly create envelopes from within the software," Sandra explained. "Signed documents are automatically saved back into XPM, saving us hours each week in manual administration."
Sandra particularly values Annature’s intuitive dashboard, which provides comprehensive oversight of all documents. "The dashboard is fantastic—tracking exactly where documents are at any time, identifying when they’ve been opened or if an envelope delivery fails due to a wrong email address," she highlighted. This clear visibility has dramatically reduced the administrative burden, minimising follow-ups and allowing Sandra to quickly resolve issues. "It's incredibly valuable to immediately see if there’s a problem and correct it, rather than digging through emails."
The outcome
The switch to Annature has also delivered significant cost reductions. "We previously used DocuSign, but the costs were just too high," Sandra noted. "Annature’s customised subscription model suits us perfectly, making document signing affordable and predictable."
Furthermore, Kenworthy & Associates appreciates the accessible, Australian-based support provided by Annature. "Unlike other providers, Annature’s support is locally based and highly responsive. If we have queries, the team gets back to us promptly—often within minutes," Sandra praised. "That immediate support gives us confidence and peace of mind, knowing we can resolve any issue quickly."
Reflecting on the firm's experience, Sandra concluded, "Annature has simplified our document management processes significantly. It’s user-friendly, cost-effective, and offers outstanding support. It genuinely made our practice more efficient."
