Before DZA implemented Suralink, the accounting and advisory firm experienced significant challenges with its previous client portal solution. Issues like frequent technical errors and a clunky user interface led to internal inefficiencies and client frustration. Recognizing the need for a more robust and reliable solution, DZA transitioned to Suralink, which provides immediate improvements across its service lines.

This case study examines how DZA enhanced its operational efficiency and client satisfaction after switching to Suralink. The firm successfully streamlined its specialized 990 nonprofit tax practice by using Suralink's custom templates, resulting in a more consistent and efficient workflow. This transition not only improved the client experience by virtually eliminating complaints about technical issues, but also fostered a better work-life balance for the DZA team.

What's Inside

• Optimized Tax Service Delivery: Learn how DZA created custom templates to standardize information, eliminating the inefficiencies of partial information sent via email and reducing back-and-forth communications.

• Significant Improvement in Client Satisfaction: Discover how Suralink's reliability and user-friendliness led to a 99.9% client adoption rate and a dramatic reduction in client complaints.

• Consistent Workload and Improved Morale: See how Suralink helped DZA's team achieve a more consistent workflow throughout the year, reducing burnout.

• Proactive Information Flow: Find out how DZA leverages Suralink's status report feature to provide clients with real-time updates on outstanding requests, helping staff get correct information more quickly.