Suralink
Suralink is the leader in request list and document management, helping businesses simplify the document exchange process while improving the client experience. The company’s 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 500 clients in North America and the UK ensure security, simplicity, transparency, and accountability throughout the document exchange process.
Resources from Suralink
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Tuesday, September 6, 2022 SuralinkThe Ultimate Guide to Starting a Customer Experience Program
Written for today's evolving accounting and tax firms, this helpful 10-step guide explores how focusing on the client experience can set your firm up for long-term success.
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Friday, June 10, 2022 SuralinkThe Future of Technology in Accounting
Predicting how your firm’s needs and client needs will change in the next five to ten years can be tricky. This white paper will help you review the factors involved when choosing between buying an API software solution or building your own.
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Friday, April 1, 2022 SuralinkCase Study: How One Firm Streamlined their Request List Process
Not all time consuming tasks can be easily automated. This case study details one rapidly growing accounting and tax firm's solution to successfully streamline time consuming processes.
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Monday, January 10, 2022 SuralinkFive Ways a PBC Solution Simplifies and Streamlines Busy Season
Learn how the right software can make even the most overwhelming season more streamlined, more efficient and less busy.
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Thursday, September 16, 2021 SuralinkUHY: Using Technology Creatively to Provide a Consistent Client Experience
See what one company's results were after utilizing a dynamic workflow solution that led to more efficiencies for their internal teams, and improved their client experiences!
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Thursday, September 16, 2021 SuralinkEvolving Your Remote Audit Practices with Technology to Keep Pace in a Changing World
Learn 10 best practices that show how you can create a modern and flexible technology-based audit practice that results in greater efficiencies and more satisfied clients.
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Wednesday, June 16, 2021 SuralinkHow to Design a Long-Term Strategy for a Hybrid Firm
We know that many firms will continue to have remote team members, so it's time to put real thought into your strategic plan for remote technology and identify the tools that will drive success. Download this exclusive guide now!
