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Calendly Delivers a Seamless Employee Experience With Docusign eSignature for
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Accounting


NEXTGEN FULLY AUTOMATES ITS BUSINESS MODEL WITH THE HELP OF DOCUSIGN


SOLUTION IMPACT

70%
More business without having to expand headcount
6,000
Hours saved per year– equivalent to three full time-employees


PRODUCTS USED

Electronic Signature

Entrepreneur and chartered accountant, Nick Bhalla, is so passionate about
technology that it inspired him to found Next Gen—a chartered accounting firm
which leverages technology to streamline business processes and drive
operational efficiencies. Technology and digitisation is truly at the heart of
its business.  

Since its inception in 2013, Next Gen has challenged traditional practices of
compliance-based accounts, making a conscious decision to become totally
paperless. It’s a goal that took Nick only two years to achieve by using
automation and integrations to streamline business processes. Docusign
eSignature  has been front and centre of Next Gen’s paperless success story. 

Nick said that becoming totally paper-free, digitising and streamlining
processes has aimed to provide Next Gen’s clients and employees with more
efficient and workable processes and solutions. 

“We have used zero paper in the accounting practice and we have a lot of
different apps. In fact, we have 50 different business apps for our company,
right from CRM systems to email automations, email newsletters, from desk
ticketing systems to our chatbot—and they all are interconnected, so they all
talk to each other”, said Nick. 

It’s the early focus on digitisation from the organisation’s very beginning
which helped Next Gen to quickly scale up its business model—becoming less
dependent on people and more focused on systems that enable those same people to
get more done with less. 

Nick said the company tried various automations to become truly paperless but it
was Docusign which stood out from the crowd because of its security and trusted
name. 

Now, Next Gen uses Docusign throughout its ‘seven-step’ client process journey
which includes proposals, engagement letters, tax forms and profit/loss
statements amongst other actions.  


WHEN TECHNOLOGY, FLEXIBILITY AND SUSTAINABILITY COME TOGETHER 

Being a technology-led accounting firm not only helps Next Gen to be more
productive and minimise non-billable hours spent chasing clients to sign
documents but it also supports its vision to be more environmentally conscious
by producing less printing.  

Over 10,000 tax returns were filed last year alone, and by using technology,
hundreds of thousands of pieces of paper which accounting firms would
traditionally file and store in-house, have been saved. 

The paperless process also means clients have the flexibility to manage their
business with Next Gen online—securely and safely. In fact, 90% of clients
choose to manage their accounting online and have the option to do so from 9am
to 9pm, seven days a week. 

Key to this is Next Gen’s AI-bot, which essentially acts as an additional team
member and is able to take on a lot of the manual—and typically tedious—client
documentation.

“The great thing about Docusign is that it easily integrates with our chatbot to
fully automate the early steps of our seven-step client engagement
process—cutting down on a lot of manual back and forth on our end,” Nick said.

With Docusign eSignature integrated into the chatbot, Nick estimates that it can
achieve the work of three full time employees—equating to roughly 6,000 hours of
labour per year.


SUPPORTING NEXT GEN’S UNIQUE TSS FORMULA  

Next Gen believes its technology-focused efficiencies have been exponential,
especially in growing its business and handling more clients with the same
amount of workforce.  

“The first ‘T’ is for the teams. We need to have the right team members who
believe in our vision and values. The second ‘T’ is the technology, we need to
have the latest technology and tools for empowering our team, and the ‘S’ is the
strategy, you must have a sound business strategy to place your products and
your services well in a market”, Nick said.  

Interestingly, during tax time in 2022, Nick’s team achieved 70% more business
with the same amount of team members—all down to its focus on technology and
what Next Gen cites as its unique ‘TTS formula’. 


PAVING THE WAY FOR FUTURE USE CASES

Nick believes there's a lot more to do to achieve its ambition to become a
technology-led accounting firm. “It’s a learning journey but we’re making good
progress,” he said.  

Nick says that it’s not about spending time on sending the physical paperwork to
the client or waiting for them to get the documents back and sending reminders.
Being truly paperless helps to reduce overtime, chase clients or sign
envelopes. 

The vision of the company is to now offer its digital automations to other
accounting firms as well. Next Gen has recently launched Australia's first AI
powered paperless accounting firm, a partnership franchise model while also
assisting other accounting firms in implementing the automations. 

Pursuing Docusign’s latest innovations will also be integral to the company’s
bright and successful future.

Products used

Electronic Signature

Industry

Accounting

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 * FACTOR1
   
   
   ACCOUNTING FIRM FACTOR1 STREAMLINES PROCESSES AND SAVES COSTS WITH DOCUSIGN
   
   $25K In operating costs saved per year


FACTOR1


ACCOUNTING FIRM FACTOR1 STREAMLINES PROCESSES AND SAVES COSTS WITH DOCUSIGN

$25K In operating costs saved per year


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