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Library

From ebooks to infographics and videos to case studies, we have all the information you’ll ever need about request list and document management all in one, convenient place. Dive in, download it all, and drive more efficient results.

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    White Paper
    The Ultimate Guide to Starting a Customer Experience Program for Accounting Firms

    Discover 10 experience-based best practices to show you how you can create a modern technology-based audit practice that results in greater efficiencies.

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    Case Study
    Doeren Mayhew and Suralink: Smooth implementation for a top 100 firm

    Download the case study to see how Suralink helped Doeren Mayhew quickly realize the benefits of providing clients and team members with a consistent and user-friendly experience across departments.

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    Case Study
    Roth Law Firm and Suralink: Organizing the Due Diligence Process

    Download the case study to see how Suralink helped the Roth Firm quickly realize the benefits of sharing files securely, tracking, organizing, and collaborating outside of their email inbox.

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    Case Study
    Aronson LLC and Suralink: Tailoring Solutions to the Assurance Process

    Download the case study to see how Suralink helped the Aronson team quickly realize the benefits of sharing files securely, having an audit trail, and collaborating outside of their email inbox.

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    Case Study
    Global PKF offices: Streamlining the information gathering process.

    Download the case study to discover how Suralink has helped PKF offices around the world increase efficiency through automated PBC software

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    eBook
    Webinar: Mapping the Evolution of Collaboration in Tax and Audit

    Watch Brent Pruim, Director of Innovation at Rehmann; Joe Ballantyne, VP of Sales at Suralink; and Jim Boomer, CEO of Boomer Consulting as they map the evolution of collaboration in audit and tax engagements.

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    Case Study
    Yulishana and Suralink: Providing Clarity for Sole Practitioners and Large Firms

    Download the case study to understand how Yuli Mihaylov has used Suralink to increase efficiency by at least 15% at both large firms and as a sole practitioner.

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    Case Study
    Q2ebanking and Suralink: Supporting Internal Audit by Simplifying Document Workflow

    Discover how Suralink has helped Q2 quickly and easily, request, share, and track audit documentation while simplifying the processes around SOC, external audit, controls requests, and much more.

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    Case Study
    Henry+Horne and Suralink: Maximizing efficiency for a better client experience

    Download the case study to discover how Suralink has helped Henry+Horne increase efficiency through automated PBC software

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    eBook
    The four most common myths about PBC request list management

    Download this ebook to discover the four most common myths firms and accountants believe about PBC request list management.

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    eBook
    Five ways a PBC solution simplifies request list management

    The right PBC request list management solution can make your processes more streamlined, more efficient, and a lot more productive.

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    Case Study
    ControlScan and Suralink: Protecting businesses from cyber crime and theft

    Discover how Suralink has helped ControlScan increase the efficiency of managing documents during a compliance audit and reduce overhead management by 20%.

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    Case Study
    PKF Littlejohn and Suralink: Improving the audit process and the client experience

    Discover how Suralink has helped PKF Littlejohn optimize resourcing by tracking client responses and flagging potential delays affecting audit bookings.

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    Case Study
    Harshwal & Company and Suralink: Streamlining the process to improve client experience

    Discover how Suralink has helped Harshwal & Company improve the client experience by reducing frustration and increasing transparency.

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    Case Study
    Smith & Howard and Suralink: Building a true partnership

    Discover how Suralink has helped Smith & Howard consolidate multiple file sharing and portal applications into a single, streamlined solution.

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    Case Study
    Rogers & Company and Suralink: Organizing for business impact

    Discover how Suralink has helped Rogers & Company get more complete PBCs before field work and improve the client experience.

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    White Paper
    Evolving your remote audit practices to keep pace in a changing world

    Discover 10 experience-based best practices to show you how you can create a modern technology-based audit practice that results in greater efficiencies.

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    Checklist
    What to look for in a dynamic PBC request list solution

    When looking for a PBC request list management solution, make sure it checks the boxes to give you the highest chances of seeing a return on investment.