PKF Sydney & Newcastle (PKF NS) has no tolerance for inefficiencies or inconveniences—whether for their team or their clients.
The firm actively cultivates relationships within the tech industry to stay at the forefront of solutions that drive efficiency and enhance user experience. At the core of their issue was time wasted.
"In hindsight, we realise just how much time we were wasting. Getting documents into our previous eSigning solution was a manual process," said Stacie Shaw, Partner at PKF NS.
"It was yet another task to remember and chase up. Then, once a document was signed, the team had to manually download, rename, and refile it."
Client relationships are crucial to protect and nurture. No one enjoys chasing signatures, and no one likes being chased. Surely, there had to be a better way.
The problem
Already using FYI for document management, the FYI team introduced Stacie to Annature Founder Corey Cacic. Right away, Annature transformed their cumbersome save/upload/send/download/rename/refile process into just five clicks.
"You select the document, hit the signature button in FYI, and bam—you’re in Annature with an auto-drafted envelope ready to go," Stacie explained.
"Even better, when the document comes back signed, it auto-files in FYI with controlled versioning, triggering further automations."
PKF NS was also drawn to Annature’s local origins and its mission to fill the gaps left by other eSigning platforms.
The solution
A week into testing Annature, Stacie trialed it with other partners—and was instantly hooked.
"The day we implemented Annature, we saw an immediate reduction in how long it takes to get a signature and receive a document back," Stacie said.
"Training time is almost nothing—it’s incredibly intuitive to use."
Clients also loved the ease of SMS notifications, the clarity of documents across devices, and the ability to sign instantly on the go.
"The documents I sent to the partners and their spouses came back signed within ten minutes. Historically, I’d have had to chase them for weeks."
The outcome
The benefits of Annature quickly became apparent—not just for PKF NS, but for their clients and broader network. There’s no financial incentive behind PKF NS’s recommendation of Annature. They refer it because they genuinely believe in it.
"Annature quickly became the first solution I recommend to all my clients because of how well it worked for us. It looks great, is easy to use, scales properly on mobile, allows for quick signing on the run, and automates a ton of our processes. Amazing," Stacie said.
