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Five Ways a Request List Solution Increases Efficiency

24th Jan 2024
Brought to you by
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Suralink provides professional services firms with a single, secure platform to collaborate with clients, exchange documents at scale, and track the progress of engagements. 

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Managing the hundreds or thousands of documents required to complete an audit, tax, or advisory engagement is time-consuming, stressful, and oftentimes inefficient. But choosing a request list management solution can be the magic element you didn’t know you needed. Instead of ‘just’ understanding you, though, the right software can actually make your process more streamlined, more efficient, and a lot more productive. Here’re five ways how:

  1. It Helps You Get a Jumpstart on the Season

Annual engagements seem to sneak up on us every year. You and your clients can see them coming, but before you know it, they’re here and your practise is in need of an expedient solution. Even though engagements are 90% the same year-to-year, you might not have a great way to roll them over as consistently. 

A good request list solution allows you to create templates, copy engagements, or roll them over so that you’re ready for a new engagement before it even begins! Imagine the time you could save if, going into an engagement, your client request lists were ready—not just getting started.

  1. You Can Automate Tasks that are Otherwise Manual

Sending emails, managing and updating spreadsheets, creating reports, tracking engagements, communicating with team members. These small-scale tasks only occupy a few minutes here and there—until all that time spent manually managing request lists adds up. 

Suddenly, you’ve lost a huge part of your week. Imagine if you could get those hours back by automating those busywork busy season tasks. A good request list solution does just that.

  1. Stop Worrying About Security

With everything that occurs during the busy season, keeping your clients’ sensitive information safe should be the last thing on your mind. Most firms use spreadsheets and email to manage client request lists… but not only is email one of the least secure forms of communication—it’s virtually impossible to control. 

More specifically, documents that should be deleted are not. Or, documents get lost. And it’s easy to avoid accountability because individual email accounts aren’t transparent to everyone involved in the process. The right request list management solution features built-in, highly advanced security measures to keep your clients’ information safe (and to keep you from spending precious time worrying about it).

  1. Get Real-time Updates

Reporting on your engagement can be time-consuming, especially in the thick of the busy season. Whether it’s a client, colleague, or supervisor who needs the information, gathering, analysing, and presenting data about your engagement’s progress takes time you often don’t have. Additionally, by the time you’re done getting everything together, a lot of it is out-of-date and you have to begin again. 

What if you could, at a glance, get realtime information about the status of your engagement and then share it securely with the people who need it? An effective request list solution enables everyone involved in the engagement process to do exactly that. It enables firms and practises to bid farewell to piecemeal accountability solutions in favor of a single, continuously updated platform.

  1. Spend Less Time Managing and More Time Working

At the end of the day, an effective engagement is all about spending less time fighting with ever-changing client request lists and more time focusing on creating a meaningful, holistic experience for your client.

Suralink provides professional services firms with a single, secure platform to collaborate with clients, exchange documents at scale, and track engagements’ progress. With enterprise-grade security and an easy-to-use interface, Suralink’s award-winning client interaction portal is used by over 500,00 businesses worldwide to increase efficiency and offer a fundamentally improved client experience.

Interested in seeing how this platform can benefit your own practise and client experience? Click here to get in touch and learn more about what Suralink’s award-winning platform can do for your firm!