Busy season can be taxing. And every firm is looking for ways to simplify and streamline processes to make their teams more efficient. One of the easiest and fastest ways to increase efficiency is by choosing a PBC request list management solution. Instead of just getting you through, the right software can actually make busy […]
It’s no secret that technology has fundamentally changed the way we communicate—both in our personal lives and at work. What might be more surprising is the speed and scale at which that evolution has taken—and will continue to take—place. Read this white paper to understand the evolution of collaboration in audit and tax engagements, discuss […]
How well did your firm's technology support team members during the COVID-19 pandemic?
Busy season can be brutal. And we all need a stock of drinks, snacks, and playlists to get through.
The accounting industry is becoming increasingly competitive. Luckily, there is still a tried-and-true strategy your firm can implement to win in a competitive market.
In today’s ever-changing work environment, it’s critical that the strategies, processes, and tools you use for your audit practice adapt as quickly as the surrounding marketplace. Download this whitepaper for 10 best practices.
Henry+Horne, a leading accounting firm in Arizona, was struggling to efficiently manage its PBC and needs lists using spreadsheets and email. After automating the request lists process with Suralink, they reduced the time spent managing engagements by 83%
Every culture or group has its own set of myths. Accounting and audits are no different. Some myths are good; they help bring people together and distill complex concepts into relatable terms. And some myths aren’t as good; they reinforce ideas that ...
The Suralink Professional Document Exchange Platform combines a dynamic PBC list, assignment workflow, and secure file hosting to deliver a more efficient and organized engagement. Make document requests, receive files, track the progress of the engagement, and manage your team and clients on a single platform. Eliminate the need to manually manage client requests through spreadsheets, […]