LAB-P-2506. Closing the Client Readiness Gap: Leveraging AI and Innovation, presented by Suralink
Join Evan Fitzpatrick, CEO of Suralink, for an insightful session tackling one of the most persistent challenges in the accounting profession: the Client Readiness Gap, and get to see a live demo of the accounting industry’s first ever fully-integrated Request-To-Test solution.
Accounting firms continue to struggle with getting the right information from clients at the right time—causing delays, missed deadlines, and budget overruns. In this session, Evan offers a unique CEO-level perspective on this problem backed by Suralink’s original research, and draws on real-world experiences and conversations with leading firms and their clients.
Discover what top-performing firms are doing differently, how they're bridging the readiness gap, and why empathy and client experience are just as important as efficiency. Evan will explore how the right technology can empower firms to better collaborate with clients, strengthen relationships, and drive more seamless engagements from start to finish.
The session will also explore the capabilities of Suralink’s new Request-to-Test solution. This solution combines powerful upgrades to Suralink’s market-leading Request List Management tool via the new Assessment Hub. It combines these enhancements with Suralink’s newest product, Workpaper Suite. Workpaper Suite is designed to streamline workpaper preparation and review in a way that enables seamless client collaboration and enhanced security throughout the engagement process. Attendees will see how Suralink helps firms close the Client Readiness Gap through its latest innovations, including:
- Previewing and managing client documents directly in-platform
- Adding contextual comments to reduce confusion and rework
- Automating sample testing and data matching
- Improving document organization for faster, smoother reviews
- Collaborating more effectively with clients throughout the engagement
CPE credit will be available for this session, making it both informative and rewarding. Come ready to engage with your peers, share ideas, and walk away with fresh insights and tools to solve some of your most common workflow and client collaboration challenges.
Learning Objectives:
- Where engagement inefficiencies arise – Learn about the Client Readiness Gap and how it drives the biggest roadblocks firms face, from budget overruns to delays in client requests.
- How leading firms are addressing these challenges–best practices and approaches we’ve learned from working with 1200+ firms and their clients
- Actionable strategies for improvement – Walk away with practical steps to enhance engagement efficiency, improve client response times, and drive better outcomes for your firm and clients.
