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eBook

PREMIER PARTNER

Unlock Greater Efficiency and Client Satisfaction with Workpaper Suite: A Thought Leadership Guide for Accounting Professionals
Tuesday, June 3, 2025 Suralink Discover how innovative tools can transform your engagement processes, reduce errors, and elevate client experiences.
White Paper

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The State of Audit Efficiency
Tuesday, March 4, 2025 Suralink This report provides a data-driven analysis of these challenges, backed by extensive survey data from auditors in public accounting, and offers actionable solutions to streamline the audit process.
eBook

PREMIER PARTNER

The Future of Technology in Accounting: 2024 Trends
Monday, August 12, 2024 Suralink Tech changes quickly—that's no surprise. Download this guide with insights from Boomer Consulting to better understand the latest tech trends in accounting, and how you can leverage them to help drive your business forward.
Guide

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How to Invest in Technology for Today and Beyond
Thursday, August 1, 2024 Suralink Technology has fundamentally changed the way people work– at home and or in the office. There is a plethora of ways that vendors can provide solutions, but understanding what will work best for you and your firm, is key.
eBook

PREMIER PARTNER

Process Automation In Accounting
Thursday, July 11, 2024 Suralink This eBook aims to provide an understanding of why process automation is important and a few factors to consider when looking at incorporating more automation into your firms daily practices.
Case Study

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How an Innovative Platform Created Growth for Every Stakeholder
Tuesday, July 9, 2024 Suralink With Suralink's streamlined software where each interaction is centralized, Whitely Penn has been able work more productively not only within their team but also with their clients.
eBook

PREMIER PARTNER

The Accounting Firm's Guide to Preparing for the Tech Stack of the Future
Wednesday, November 29, 2023 Suralink The accounting industry has been changing rapidly—and there are a number of factors at play that are causing those changes. Firms that want to succeed will have to quickly adapt to this moving landscape by adopting new strategies.
White Paper

PREMIER PARTNER

The Future of Technology in Accounting
Monday, June 19, 2023 Suralink If you’re currently considering the build versus buy question, this white paper will help you think through the decision with a look at the collaboration needs of accounting firms and factors to consider.
Guide

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The Ultimate Guide to Starting a Customer Experience Program
Tuesday, September 6, 2022 Suralink Written for today's evolving accounting and tax firms, this helpful 10-step guide explores how focusing on the client experience can set your firm up for long-term success.
Case Study

PREMIER PARTNER

Case Study: How One Firm Streamlined their Request List Process
Friday, April 1, 2022 Suralink Not all time consuming tasks can be easily automated. This case study details one rapidly growing accounting and tax firm's solution to successfully streamline time consuming processes.
eBook

PREMIER PARTNER

Five Ways a PBC Solution Simplifies and Streamlines Busy Season
Monday, January 10, 2022 Suralink Learn how the right software can make even the most overwhelming season more streamlined, more efficient and less busy.
Case Study

PREMIER PARTNER

UHY: Using Technology Creatively to Provide a Consistent Client Experience
Thursday, September 16, 2021 Suralink See what one company's results were after utilizing a dynamic workflow solution that led to more efficiencies for their internal teams, and improved their client experiences!