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.

In this AccountingWEB webinar, in association with Suralink, we’ll hear about how the latest cloud technology can help you improve your audit processes, increase practice efficiency through document management and collaboration and ultimately lead to better client engagements and happier teams.

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.
  • 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
Jake Smith
Head of Branded Content, AccountingWEB
AccountingWEB’s Head of Branded Content joined the team in July 2021 to work closely with vendors and clients to help deliver engaging, original content for AccountingWEB members.
Ryan Smith
Director of Customer Success, Suralink
Ryan Smith is the Director of Customer Success at Suralink. Before joining Suralink, Ryan worked at InMoment, a leading provider of customer experience (CX) software where he managed programs for some of the world’s largest companies, including Nike, Hertz, and Tiffany & Co. Ryan has a bachelor's degree in business administration, management, and operations from Utah Valley University.
Jimmy Depré
Partner Audit, Moore Belgium
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