From Engagement to Meaningful Client Experience: An Introduction to Suralink

Having a streamlined engagement is a goal that every mindful accounting professional works toward, of course, but it’s not served well by the mishmash of platforms and processes often used. Practices have tolerated that paradigm because it’s been the industry mainstay for decades, but it’s a paradigm that inevitably results in wasted time, wasted effort, higher costs of compliance, longer auditing cycles, security flaws, and many other issues.

How, then, might accounting professionals create an experience that not only does away with those problems, but creates their positive inverses? The solution is a single, secure platform that allows both firm and client to receive documents in real-time, share comments, and have visibility into the progress of the engagement.

Suralink was pioneered by an accountant who experienced the same inefficiencies all firms deal with; his goal was to ultimately allow professionals to provide an exponentially improved client experience that’s a value, not a cost. 

Suralink’s technology removes the risk of a fragmented process, replacing the aforementioned mix of portals and spreadsheets with a single platform. Professionals and their clients can house an unlimited number of documents and materials in this platform, regardless of file size or format. What’s more, everyone on either side of the audit process can comment on and indicate the status of every document in real time.

That capability’s usefulness is far greater than the sum of its parts. It’s not uncommon for accountants and other professionals to have document-chasing turn into a second job; in addition to the personal stress and burnout inherent in that added responsibility, spending so much time manually verifying documents can turn into an overarching burden for the firm. More specifically, firms experience those negatives we mentioned earlier: wasted time, wasted effort, longer auditing cycles, security flaws, employee dissatisfaction, and client dissatisfaction.

Suralink’s platform doesn’t ‘just’ eliminate time wasted managing documents or the negative elements just discussed. It saves time, effort, and costs while minimising disruption and boosting both client and employee satisfaction. In short, whereas the engagement process often ends up being a cost for many organisations, Suralink’s platform guarantees that the process becomes a net positive. A value.

Interested in letting Suralink apply that same value transformation and meaningfully improved experience to your practice? Get in touch with one of our experts today to learn more about our platform and its holistic approach to accounting processes, PBC lists, and much more!