How a client engagement portal leads to practice efficiency and happier clients

Accounting practices need to handle large amounts of sensitive information. Whether carrying out audits for larger clients or simply gathering information needed for tax returns, being able to securely manage client information and keep track of client engagements is key.

We’ll hear from accountants who use Suralink and have seen first-hand how it can transform their audit teams, client onboarding, tax return processes and more.

Our agenda below covers the discussion points for Thursday, 2nd May at 2pm.

Agenda:

• The challenges faced in getting information from clients
• The need to be able to manage client documents across teams securely at scale
• Ways to save time and keep track of all your engagements across the practice
• Using technology to automate document gathering and improve document management and search
• Efficiencies that improve each year – roll-forward and request lists