Webinar - Whitley Penn: Using Technology to Accelerate Firm Growth

Whitley Penn: Using Technology to Accelerate Firm Growth

Whitley Penn is a public accounting and strategic advisory firm that specializes in compliance, tax strategy, and is a leader in their field. Its extensive experience and focus on strong client relationships has fostered impressive growth. This growth created challenges during the audit process where auditors were having to chase documents, go back and forth with clients over email, and were losing significant time to administrative tasks. In this webinar we’ll discuss:

How technology has helped Whitley Penn keep pace with growth

The pitfalls to avoid as well as the tips and tricks learned to harness technology in an efficient way

How implementing Suralink has helped Whitley Penn create a differentiated client experience

Sep 15, 2020

“Great tool for tracking and updating PBC audit and tax requests!”

Suralink is a great tool to use for both small and large firms to keep track of PBC requests sent by clients and to visually show the completion of the audit with its very user-friendly interface.

Loan N

Principal Consultant
Small-Business(50 or fewer emp.)
October 9, 2020

“Suralink Enhances and Simplifies Audit Evidence Collection Process”

Overall we’ve really enjoyed using Suralink and recommend it to all. Support is great too. Gone are the days of having a DRL or PBC that you manage in an Excel spreadsheet over e-mail or in a Dropbox, Box, or Sharepoint.

Mike S.

Partner
Accounting, 51-200 employees
February 7, 2020

“A massive time saver for CPAs and their clients”

It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests. Extremely user friendly, minimal training needed for staff or clients.

Christopher H.

Partner
Accounting, 11-50 employees

ABOUT SURALINK

Suralink is the leader in request list and document management, helping businesses simplify the document exchange process while improving the client experience.

Our cloud-based application integrates a dynamic request list and assignment workflow solution with a secure file hosting platform to serve as a single location for client interaction. Suralink’s technology, combined with its industry expertise, helps more than 1000 clients in North America and the UK ensure security, simplicity, transparency, and accountability throughout the document exchange process.

Whitley Penn: Using Technology to Accelerate Firm Growth

“Great tool for tracking and updating PBC audit and tax requests!”

“Suralink Enhances and Simplifies Audit Evidence Collection Process”

“A massive time saver for CPAs and their clients”

Register for Webinar

DYNAMIC REQUEST LIST

WORKFLOW APPROVAL

SECURE USER ASSIGNMENT

ABOUT SURALINK

Suralink is the leader in request list and document management, helping businesses simplify the document exchange process while improving the client experience.

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