Suralink
11 Case Studies
A Suralink Case Study
PKF International, through teams including PKF Littlejohn, PKF Brazil, and PKF Octagon, needed a better way to gather and track client information for audit and tax work. Before using Suralink, they relied on email and spreadsheets, which made requests hard to manage, caused documents and answers to get lost in inboxes, and created unnecessary delays for both clients and staff.
PKF Littlejohn implemented Suralink in 2019 to centralize client requests, improve tracking, and reduce email dependency with a dynamic request list, document management, and workflow tools. With Suralink, PKF reported significant efficiency gains, clearer and more consistent processes across international engagements, and better client satisfaction, with automated status updates and an easy-to-use interface helping make the PBC process less of a chore.
Adrian Wasowicz
Audit Supervisor