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 on demand AccountingWEB webinar, in association with Suralink, we 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 hear from Ryan Smith, Director of Customer Success at Suralink, and Jimmy Depré, Partner Audit at Moore Belgium. They share first-hand experience so you can transform audit teams, client onboarding, tax return processes and more.

Watch on demand to learn about:

- 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