HLB announces strategic partnership with Suralink to accelerate digital transformation

LONDON – HLB, the global network of independent advisory and accounting firms, is pleased to announce a strategic partnership with Suralink, a leading platform revolutionising work processes in the audit and finance industry. 

Streamlining efficiency and enhancing client experience 

Suralink provides accounting and other professional service firms with a single, secure platform to collaborate with clients, exchange documents at scale, and track the progress of engagements. With enterprise-grade security and an easy-to-use interface, Suralink's award-winning portal helps firms increase efficiency and improve their relationships with their clients. 

“This partnership will provide HLB's member firms with best-in-class software that helps streamline engagements and improve both firm and client experiences,” says Meghan Mitton, VP of Marketing at Suralink. “We have strong partnerships with many HLB firms, including Eide Bailly, Whitley Penn, and others. We are looking forward to continuing to drive innovation through this partnership and are united in our efforts with HLB to deliver solutions to accounting’s most pressing challenges".

Advanced features for enhanced operations 

Suralink works with more than 850 tax, advisory, and audit accounting clients, as well as legal services, security consulting, financial services, and banking companies worldwide. Its technology, combined with its industry expertise, helps ensure simplicity, transparency, and accountability throughout the document workflow process. 

Key features include: 

• Request List Management: Automate the request list management process with a secure portal that allows firms to request, receive, and track documents at scale. Dynamic request lists, templates, rollovers, and customizable user portals ensure all correct documentation is secured in one place. 

• Robust APIs: Integrate with other business-critical solutions for a holistic view of operational and client data. 

• Secure File Sharing: Send and request one-off files with enterprise-grade security and ease using personalized links, drag-and-drop functionality, and bulk upload and download. 

“Partnering with Suralink aligns perfectly with our commitment to providing faster access to cutting-edge technology solutions to our member firms,” says Amy Spillard, HLB's Head of Technology Partnerships. “At HLB, we are dedicated to enhancing the efficiency and effectiveness of our services, and we believe this collaboration will significantly contribute to achieving that goal".