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Embracing change: We are upgrading our practice management and e-signature software

July 28, 2023

At Apiary Financial, we always strive to provide our clients with the best possible service. We believe that innovation is key to staying ahead in today’s fast-paced business environment. With this in mind, we are excited to announce a significant upgrade to our practice management software.

These changes are aimed at streamlining our services and ultimately improving your overall experience as our valued clients.

Hello Xero

Although our previous system has served as well and was once the best of its class, times have changed.  In order to better serve you, we have made the decision to transition our practice software to Xero’s Practice Manager. This is a significant upgrade and will provide us with advanced features and functionalities.

What this means for you

  1. The same high-level of security over your personal information as before. The big change is for us, as multiple internal systems will now be able to be connected. For your information, Xero employs a host of methods to ensure data security and integrity including:
    • Strong encryption methods to protect data both in transit and at rest;
    • Secure data centres featuring robust physical security measures;
    • Automatic software updates to ensure that the latest security patches and enhancements are promptly deployed;
    • User access controls which enable Xero administrators to effectively manage user roles and permissions, reducing the risk of unauthorised access and potential data breaches;
    • Two-factor authentication as an extra layer of protection against unauthorised access;
    • Audit trails to provide transparency about the activities performed on the file, such as user logins, data modifications and other actions performed; and
    • Compliance with Payment Card Industry Data Security Standard (PCIDSS) requirements for handling credit card information.
  1. New look to our invoices and flexible payment options. Our clients will soon be able to pay their fees online with their Visa or MasterCard through Stripe.  Stripe provides a convenient and secure payment option, employing advanced encryption technologies to protect credit card information during the payment process. Clients can have peace of mind knowing that their payment details are transmitted securely and stored in compliance with industry security standards.
  2. You don’t need to be using Xero as your accounting package. Whilst the majority of our clients do use Xero as their accounting software package, we understand that there are other options in the market that may also fit your needs. We have a substantial number of clients using MYOB, QuickBooks Online and other various accounting packages and we will continue to work with your chosen software. Whilst we consider Xero to be the best provider overall, you do not need to change just because we are. Having said that, if you wish to learn more about Xero and discuss the option of transitioning from your current system to Xero, we have been assisting clients with this process for some time and would be happy to discuss with you further.

Why we’ve switched to Annature from DocuSign

After successfully using DocuSign for years, we have made the decision to switch to Annature as our preferred electronic signing software. This transition represents our commitment to providing our clients with the best possible experience and leveraging the latest advancements in e-signing technology.

Why Annature?

Annature offers an array of cutting-edge features and benefits that align perfectly with our commitment to streamlining processes and enhancing security. Here are some of the key reasons behind our decision:

  1. Enhanced User Experience:  Annature provides a user-friendly interface that simplifies the e-signing process. You can expect a seamless and intuitive experience when reviewing and signing documents.
  2. Advanced Security Measures: We prioritize the security and confidentiality of your documents, and Annature shares our commitment to data protection. The software employs robust encryption protocols, secure cloud storage, and multi-factor authentication to ensure the highest level of document security. You can rest assured that your sensitive information will be safeguarded throughout the e-signing process.
  3. Enhanced Collaboration Features:  Annature offers collaborative features that facilitate effective communication and collaboration between all parties involved in the signing process. Whether it’s multiple signatories or internal team members, the software allows for seamless collaboration, enabling faster decision-making and eliminating delays.

What to expect

Over the coming weeks, you will notice things will start to look a little different.  If you have any concerns about the legitimacy of any correspondence you receive with the Apiary brand, please contact one of our team members.

We are committed to continuously improving our services to meet the evolving needs of our clients. The upgrade to our practice systems represents a significant step towards streamlining our processes and providing you with an exceptional experience.

We are confident that these upgrades will simplify collaboration, expedite document signing, and ultimately save you time and effort. As always, we value your feedback and encourage you to reach out to us with any questions or concerns you may have.

If you would like more information please contact our office on 07 3217 2477 or email info@apiaryfinancial.com.au.