DZA Achieves Enhanced Efficiency and Client Satisfaction with Suralink

DZA, an accounting and advisory firm located in Washington, serves healthcare and not-for-profit organizations in 21 states. The firm–which specializes in various areas including audit, advisory, tax, and other accounting service lines–faced significant challenges with their previous client portal solution, Sharefile. Frequent technical errors, a clunky user interface, and difficulties with document uploads led to client frustration and internal inefficiencies.

Seeking a more robust and reliable solution, DZA implemented Suralink, leading to immediate improvements across service lines, and fostering greater client and team satisfaction.

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