Case Study: Henry+Horne achieves greater efficiency and a better client experience with Suralink

Maximizing efficiency for a better client experience

Henry+Horne, a CPA and business consulting firm founded in 1957, was spending too much time managing its PBC process with spreadsheets and a document portal. The team had trouble tracking which files belonged to which tasks, had to verify missing documents manually, and often spent one to six hours a week managing engagements. To improve this workflow, the firm turned to Suralink and its PBC automation platform.

With Suralink, Henry+Horne standardized request list templates across audit and tax work, gained better visibility into document status and prior-year files, and started engagements earlier with less back-and-forth. The firm reduced time spent managing engagements from an average of 3 hours a week to 30 minutes, an 83% reduction, while also improving clarity for staff and creating a better client experience. Henry+Horne reported positive client feedback, and Kevin Bach called Suralink a “smart decision” for the firm.

Henry+Horne

Kevin Bach

Partner