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

Henry+Horne was founded in 1957 by two CPAs to provide tax, accounting and business consulting services. Sixty years later, its team of approximately 150 highly skilled professionals are still focused on its clients’ success and overall financial well-being.

Like many leading firms, Henry+Horne was struggling to manage the PBC process. For a large company with multiple offices and multiple consolidations, just staying on top of which clients were providing which documents was a full-time job for several people.

Download the case study to discover how Suralink has helped Henry+Horne:

  • Increase efficiency by providing better organization
  • Improve clarity for managers by providing direct line-of-sight
  • Provide a better client experience