Webinar

Suralink in Action: Managing Client Requests to Workpaper Prep & Review

Tuesday 9/30 or Tuesday 11/18

10:00am MT

1 hour

From managing client requests to final workpaper reviews, Suralink streamlines the entire engagement process. Join this webinar for a comprehensive overview of the platform, and discover how your firm can foster growth, boost realization, and create a better engagement experience for your clients.

Generate significant time savings using Request List Management to minimize client back-and-forth and reduce document turnaround times.

Automate workpaper preparation and review with Workpaper Suite's powerful Excel add-in.

Experience a walkthrough of Suralink’s all-in-one collaboration suite and learn how to incorporate it into your daily workflows.

CPE Credit(s): 1 Field of Study: Specialized Knowledge (Technical) Instructional Delivery Method: Group Internet Based Level: Basic Prerequisite: None Advanced Preparation: None

Register for Webinar

Speaker(s)

Andrew Park

Head of Strategic Markets, Suralink

Andrew Park has spent more than a decade designing, deploying, and consulting on customer experience programs for global Fortune 1000 companies. Andrew provides strategic counsel to his clients, architecting and evolving their customer experience initiatives to deliver maximum business and relationship impact. In his current role as Head of Strategic Markets, he oversees the Go To Market, partnership and customer experience initiatives for Suralink’s highest priority markets. He is CCXP certified, recipient of CXPA CX Impact Award, the author of several white papers, an experienced speaker, and regularly contributes to public conversations about customer experience in forums like the Huffington Post, Inc, and Forbes.

READY TO JOIN?

Contact our team today to explore how we can work together.

NASBA Disclaimers

Suralink is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Registry ID #: 168814). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Webinars

Certain Suralink webinars may be eligible for NASBA CPE credit as indicated at the time of registration. Please refer to the applicable registration page for more details. In order to receive CPE credit, attendees must meet the eligibility requirements below.

Eligibility requirements for all webinars (or Group Internet-Based programs, as defined by NASBA) are as follows: Certificates will be provided within 60 days of course completion. Participants are responsible for providing accurate information during registration and for participating in the entire webinar. Failure to meet these requirements may impact credit eligibility.

Eligibility Requirements for 1 CPE credit:

Length of Webcast: 60 minutes
Minimum Viewing Time: 50 minutes
Minimum Polling Questions Answered: Three

For more information regarding webinar refund, complaint and program cancellation policies, please contact: webinars@suralink.com

ABOUT SURALINK

Suralink's open platform is leveraged by more than 800,000 users worldwide.

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.