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How to Save Time and Money This Busy Season

Annual Engagements seem to sneak up on us every year. A good request list solution will allow you to create templates, copy engagements, or roll them over so you’re ready for an engagement before it even begins.

Busy season is the most stressful time of the year, but it doesn’t have to be.  Manually handling the loads of documents required to complete an audit, tax, or advisory engagement is time-consuming, stressful, and inefficient for the whole firm, but choosing a request list management solution can help in ways that didn’t seem feasible. Instead of just getting you through, the right software can actually make your processes more streamlined, more efficient, and a lot more productive which in turn will save your firm time and money this busy season.

This ebook touches on 5 ways that a request list solution can increase efficiency for your firm.  With the story of PKF Littlejohn, a top firm,  and their successful implementation of Suralink, see how Suralink can help your firm as well.

The form below will grant you access to this free resource from Suralink, and all of our whitepapers.