Suralink Resources

Research / Report

Tuesday, September 2, 2025 Suralink

Inside the Client Experience

Client perspectives on the engagement experience and insights on how accounting firms can close gaps, reduce friction, and create opportunity.

eBook

Tuesday, June 3, 2025 Suralink

Unlock Greater Efficiency and Client Satisfaction with Workpaper Suite: A Thought Leadership Guide for Accounting Professionals

Discover how innovative tools can transform your engagement processes, reduce errors, and elevate client experiences.

White Paper

Tuesday, March 4, 2025 Suralink

The State of Audit Efficiency

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

Monday, August 12, 2024 Suralink

The Future of Technology in Accounting: 2024 Trends

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

Thursday, August 1, 2024 Suralink

How to Invest in Technology for Today and Beyond

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

Thursday, July 11, 2024 Suralink

Process Automation In Accounting

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

Tuesday, July 9, 2024 Suralink

How an Innovative Platform Created Growth for Every Stakeholder

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

Wednesday, November 29, 2023 Suralink

The Accounting Firm's Guide to Preparing for the Tech Stack of the Future

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

Monday, June 19, 2023 Suralink

The Future of Technology in Accounting

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

Tuesday, September 6, 2022 Suralink

The Ultimate Guide to Starting a Customer Experience Program

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

Friday, April 1, 2022 Suralink

Case Study: How One Firm Streamlined their Request List Process

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