Engagements keep slipping past budget, and more than 70% never finish on time and on budget. The cause isn't staffing. It's the Client Readiness Gap feeding the Rework Cycle on every engagement.
Our report, Inside the Client Experience, surveys accounting firm clients across the industry, not just Suralink's users. The findings are direct: 82% say information requests are unclear, 65% want less back-and-forth, and nearly 8 in 10 would switch firms over poor technology.
Inside the report, you'll learn:
Why poor communication, not technical complexity, is the leading driver of engagement friction and rework.
How clients spend 68% of their engagement time in request and document tools, and what they need those tools to do.
Three concrete moves to close the Client Readiness Gap: clearer requests, centralized technology, and a process built around client capacity.
Why 91% of clients now want AI that automatically reviews and confirms documents, and how the Suralink Agent Library delivers exactly that.
Unlock insights that will help your firm move beyond transactional relationships toward becoming strategic partners your clients trust.
Ready to transform your client engagements? Complete the form to download your free copy of Inside the Client Experience Report 2025 and start closing the Client Readiness Gap today.
