Accounting firms are continuously looking for ways to save money, be more efficient, and improve client satisfaction. Workflow software is a blanket term applied to software that helps companies accomplish these objectives.

More specifically, workflow software is an application that has been created in order to automate a firm's processes. Instead of using a legacy process that is time-consuming and inefficient, workflow software decreases the amount of effort required to complete any given task, thereby increasing turnaround for companies.

Why should accounting firms use workflow software?

First, accounting firms use workflow software because it saves them time. With the increasing demands of clients, accounting firms seek to get the most work done in the shortest amount of time possible.

With the use of workflow software, the process becomes faster and clearer so accounting firms can focus on completing more work, not wasting time on tedious and insignificant tasks. This means that they no longer have to go through the same processes, as there would be a time saving workflow software tool available to them.

Second, accounting firms use workflow software because it allows them to improve client satisfaction. Many people think accounting firms only work with numbers, but their work goes beyond that. Accounting firms, especially those who perform audits, have to streamline their interaction with clients. Gathering documents can be a confusing and frustrating process. Using a tool like Suralink allows client to easily provide necessary documents, and makes the experience considerably more pleasurable.

Third, accounting firms use workflow software in order to make sure that they will not be left behind by technology. Regardless of the industry, firms are always trying to secure a competitive advantage. Upgrading your firm’s processes by using workflow software is one of the easiest ways to differentiate yourself from your competitors.

Fourth, accounting firms use workflow software in order to save money. Can accounting firms develop software products in house to increase efficiency? Yes, they can. That being said, it's generally cheaper and easier to use a well-vetted third party solution.


With workflow software, accounting firms can complete more work for more clients, and increase client satisfaction. After all, fast and effective service is the best way to keep and gain more clients.

Finally, it is important to remember that your competition is always looking to improve their offerings. Modernizing and improving your processes by taking advantage of workflow software – such as Suralink – is important for accounting firms because it gives you a way to save money, be more efficient, and increase client satisfaction.