In early 2019, global provider UHY - one of the largest accounting, tax and consulting networks in the world - was in need for a solution to their PBC challenges. Despite using a number of different platforms including email, Word docs, spreadsheets, software add-ons and more, they desired a streamlined process to organize their data and extract what they needed easily.
Learn how UHY leveraged the power of Suralink's dynamic workflow solutions and useful features, like:
- A central location to securely transfer information back and forth with clients
- A visual dashboard to track the status of each engagement
- An easy-to-use interface that clients and staff could interact with without significant training
- Bank-level security to encrypt sensitive information
- And much more!