TXCPA Knowledge Hub

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Results > Case Study: (2)

Case Study

Friday, April 1, 2022 Suralink

Case Study: How One Firm Streamlined their Request List Process

Not all time consuming tasks can be easily automated. This case study details one rapidly growing accounting and tax firm's solution to successfully streamline time consuming processes.

Case Study

Thursday, September 16, 2021 Suralink

UHY: Using Technology Creatively to Provide a Consistent Client Experience

See what one company's results were after utilizing a dynamic workflow solution that led to more efficiencies for their internal teams, and improved their client experiences!