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.
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.
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
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.
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.
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.
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
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.
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.
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%.
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.
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.
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.
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.
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.
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.