Audit
Automate PBC lists for faster, more efficient (and less stressful!)
Document sprawl is real. In just a single engagement, you may need to exchange dozens if not hundreds of documents with clients. In fact, recent research shows that the average auditor spends at least 20 hours per engagement just managing documents. Understanding where each document is in the process, when it was submitted, if it's accurate, and if it needs to be adjusted takes time that you could be spending with your clients or on more important tasks.
Since implementing Suralink, clients overall have had a much better experience with our audits. Also, you can attribute a lot Of efficiencies to Suralink because we're not going back and forth and trying to chase down requests anymore. We're more on top of the audit and we get through stuff a lot quicker. Suralink has definitely improved the process and I stand behind it 100%.
Brandon Keyes
Senior Auditor, WSRP
Suralink is an automated document exchange and request list management solution built specifically for uditors. NOW you can create, manage, track, and share documents With clients and others in your firm easily and efficiently. Suralink ensures your audit is always on track so you can spend your time on the interactions that matter.
All your client requests are in one place, updated in real time, and accessible by everyone working on the engagement.
Ensure clients know exactly what they need to prepare and With customizable templates and engagements that roll over month to month or year to year.
Quickly and easily manage the lifecycle Of each request, Accept requests that have been fulfilled properly and send back requests that aren't complete.
A timeline Of engagements provides a clear audit trail and accountability Of all activity in the system, While instant notifications always keep you up to date
Whether it's an obscure compressed file, a giant Quickbooks backup, or something else all together, Suralink can handle it. Any
NO matter the type Of audit you're working on, Suralink can help you streamline and simplify the process, so you can spend more time on the interactions that matter.