If there’s one factor that defines the audit engagement process even more than this type of form or that kind of PBC platform, it’s the need for constant clarity. And far too often, that need becomes bogged down in an audit engagement process that is itself a quagmire of manual downloads, various software portals, and attempting to keep track of who has which document.
Sound familiar? If so, you are not in the minority. That sort of audit ecosystem has been the norm for many firms, for many years. But it doesn’t have to be.
Learn how Suralink helped PKF Littlejohn
Suralink provides accounting and other professional service firms with a single, secure platform to collaborate with clients, exchange documents at scale, and track the progress of engagements.
With enterprise-grade security and an easy-to-use interface, Suralink’s award-winning portal helps firms increase efficiency and improve their relationships with their clients.
“At the end of 2021, we surveyed employees about their experience using Suralink and found that on large audits, time spent managing the PBC list was cut in half.”
“Everything I’ve heard on the client side has been positive. I’ve actually had a couple of clients say, “What took you so long to get something like this?”
“The greatest thing about Suralink, hands down, is the status updates. There’s no ambiguity about where individual documents are and where an engagement is overall.”