24th May 2024

How accounting firms can use technology to improve efficiency in audit, tax and advisory

Guidance and advice on handling sensitive documentation securely amid ongoing tax and legislation changes, and how to do this effectively when working at scale.
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Audit and accounting practitioners face increasing challenges in their daily work, from changes in complex tax legislation to changes in accounting and auditing requirements. This comes on top of managing demanding client needs and keeping on top of workloads in busy practices. 

All of this creates the need for a swifter and smoother approach to managing the expectations of clients and regulators. The need for security over sensitive information effectively limits the use of email as a document exchange mechanism, or means of sharing that information. This challenge becomes even greater when you are working with multiple clients across larger practices.

Our whitepaper, in association with Suralink, shows how the latest cloud technology for request lists and document management can simplify and automate your processes while guaranteeing the highest levels of security.

We cover:

  • How to improve your audits with document request, management and approval automation processes
  • Gaining clear visibility over client engagements
  • Setting up a customisable, branded user portal for document sharing
  • How to streamline onboarding
  • Requesting and tracking tax documentation in a simple and secure way

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AccountingWEB & Suralink whitepaper

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