Case Studies

“Simplicity, cloud-first, security, and avoiding duplicate tools”

“Depending on the audit, Suralink saves us a minimum of 2–5 hours.”

“Suralink enhances our jobs and enables us to focus on the things machines can't do—like serving clients.”

“It’s been hugely successful. I hate to even think about the way we used to operate”

“With Suralink, we’re now spending time on the audit instead of spending time on the back and forth with clients”

“Our preparers are doing something in 10 minutes that used to take 30 minutes or more.”

“When the client uploads a document, we can see it immediately. Now we don’t have to request the same document 2-3 times.”

“If you’re looking for something that’s going to eliminate the headaches of managing requests, and receiving and transferring documents, Suralink works really well for us”

“We’re saving time and money on a job because we’re not hunting through hundreds of documents trying to find what is or isn’t missing.”

“When we started using Suralink, our process changed significantly because now I do something once, and it's done.”

“Our preparers are 50% more efficient when it comes to organizing engagements now that we’re using Suralink.”

“MNP surveyed employees about their experience using Suralink and found that on large audits, time spent managing the PBC list was cut in half.”

“The ability for us to integrate our planning board, practice management system and PBC software through Suralink's API is huge”

“A large number of our audits are international. It doesn’t matter if we’re working with a client’s office in Africa, Europe, or South America,they’re getting the same experience and process.”

“Auditors are getting more complete PBCs before they begin field work and clients are happier because it’s a more organized way to complete a complicated process.”

“Clients have had a positive reaction to Suralink, because it allows them to see outstanding items and gain insight into the overall progress.”

“Suralink has optimized document sharing with our clients during engagements, and we are pleased with the visibility Suralink provides into staffing and resource management.”

“Suralink is one of the companies where the word partner is not just tossed around. It really is a true partnership.”

“We’ve decreased the document management aspect of our audit process by at least 50%...I expect the overall efficiency to only go up”

“We saw that Suralink had the easiest user interface out of all the vendors we considered. It was the cleanest and the best when it came to tracking engagements.”

“The communication and tracking just made it so much more attractive and easy for our clients and for us.”

“It’s allowed our team to bemore efficient and grow with fewer hours”

"After implementing Suralink, on a 100-hour engagement, we would save at least 20–30 hours in management time"