In early 2019, global provider UHY - one of the largest accounting, tax and consulting networks in the world - was in need for a solution to their PBC challenges. Despite using a number of different platforms including email, Word docs, spreadsheets, software add-ons and more, they desired a streamlined process to organize their data and extract what they needed easily.

Learn how UHY leveraged the power of Suralink's dynamic workflow solutions and useful features, like:

• A central location to securely transfer information back and forth with clients
• A visual dashboard to track the status of each engagement
• An easy-to-use interface that clients and staff could interact with without significant training
• Bank-level security to encrypt sensitive information
• And much more!