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Inside the Client Experience Report
You know where your team feels the friction. But do you know how your clients experience it?
Suralink’s latest report flips the perspective—revealing where engagement breakdowns truly begin: on the client side. As a companion to The State of Audit Efficiency, this report shares what clients say about the engagement process—what works, what doesn’t, and how firms are unintentionally making collaboration harder.
Want to know what your clients aren’t telling you?
Download the report to get a data-backed view of the engagement experience from your clients’ perspective—and learn how to close the gap for better outcomes on both sides of the table.
Collaborate with clients. Exchange documents at scale. Track the progress of engagements.
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Testimonials
Why do 800,000+ users love Suralink?
“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.”
Darryl Humphrey, Ph.D.
PMP Advisor of Assurance Innovation, MNP
“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.”
Colin Meier
Director of Internal Audit, Q2 ebanking
“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?”
Patrick Thomas
Audit Supervising Senior, PP&CO
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Talk to an expert today!
Suralink is the leading client collaboration platform for today’s accountants. Our secure platform centralizes request and document management, improves visibility and accountability, and ensures teams and clients stay aligned on engagement progress. Suralink brings request management and workpaper preparation into one connected platform—helping firms improve realization, reduce budget overruns, and streamline every step of the engagement process.With enterprise-grade security and an easy-to-use interface, Suralink's award-winning client interaction portal helps firms increase efficiency and improve their relationships with their clients.
