William Buck Victoria
Case Studies
Information
William Buck Victoria has been helping clients achieve their dreams for more than 120 years. The leading firm of Chartered Accountants and advisors has over 90 directors and 500 professional staff working across Australia and New Zealand. Its philosophy of ‘changing lives’ drives it to constantly seek new ways to create positive change for clients, employees and the wider community.
William Buck Victoria’s clients are increasingly tech savvy. And like everyone today, they want to do business in the most efficient, cost-effective way. In this environment, the firm sought to create a digital-first experience that would delight clients and help maintain their competitive edge.
Solution:
William Buck Victoria is now using DocuSign eSignature for sign-off on client tax returns. It’s one of many cloud services the firm is now using to drive a better client experience. DocuSign has been integrated into intapp workflow management software for a fully digital process. Local support from DocuSign was instrumental in a fast and agile implementation.
Supported by DocuSign, William Buck Victoria has made the tax return process much more convenient for clients. Employees no longer need to print ten-plus page returns, paste on the ‘sign here’ stickers and send them out by courier to be signed. Nor does the client need to contend with the hassle of scanning or posting it back.
