Case Study: Rogers & Company improves PBC organization and client satisfaction with Suralink

Rogers & Company - Customer Case Study

Rogers & Company, a firm focused exclusively on serving tax-exempt organizations, was struggling to manage its audit request process with spreadsheets, email, and a limited document portal. The manual workflow made it difficult to track PBC requirements, update long lists, and efficiently collect client documents, while the portal was cumbersome, had limited storage, and required downloading files one by one.

Rogers & Company implemented Suralink’s integrated PBC portal to replace its inefficient request and document management processes. With Suralink, the team gained easier template creation, bulk file downloads, engagement status tracking, custom notifications, and responsive live support, leading to better organization, faster document collection, improved client satisfaction, and clear time and cost savings.

Rogers & Company

Elizabeth Moran

Firm Administrator