This free five-day email course leads you through five crucial best practices for successful technology adoption—and how to implement them in your firm. Learn how to source, develop, and implement a well-balanced tech stack that:
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.”