March 5, 2024

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.


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Special Report: Finding the Tech Stack that Fits Your Firm

Firm Management April 10, 2025 

Special Report: Finding the Tech Stack that Fits Your Firm

A firm's size doesn’t dictate the type of technology it can use. Recent advances in AI, machine learning, automation and other others mean that small and boutique firms can use the same tools — and get the same benefits from technology — as large regional and national firms.

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