Suralink’s Latest Research Reveals What Drives The Fastest-Growing Firms

Top-performing firms are focused on closing the Client Readiness Gap, shifting away from internally-built tools, and prioritizing integrations that truly matter

Suralink, the leading client collaboration platform for accountants, today released its latest research report, “The Firm Growth Brief: What Sets the Fastest-Growing Firms Apart.”

This new research report shares valuable insights into why firms that use Suralink are growing 41% faster than firms that don’t. The report draws on industry trends and insights from Suralink’s work with more than 1,200 accounting firms, including over 50% of the top-100 firms.

“Across the fastest-growing firms, we’re seeing a new caliber of operational discipline that is redefining what scalable growth looks like,” said Evan Fitzpatrick, CEO of Suralink. “Firms that are proactively closing the Client Readiness Gap by reinventing their client experience, technology strategy, and collaboration practices are building more predictable, efficient engagement workflows. They’re reducing friction for both clients and teams, and in doing so, they’re setting the foundation for stronger margins and sustained growth year after year.”

As accounting firms enter planning cycles for the year ahead, Suralink’s research highlights that the following three areas offer the biggest opportunities to strengthen performance without adding additional staffing pressure:

1. Optimize the Client Experience by Closing the Client Readiness Gap

High-growth firms are prioritizing closing the Client Readiness Gap, which is the struggle firms experience getting all of the necessary information they need from their clients in order to complete engagements efficiently and on time. With 82% of clients citing unclear requests as their top frustration and 78% noting they may switch firms due to disorganized processes, addressing the Client Readiness Gap is quickly becoming a key driver of efficiency and retention.

2. Invest in Leading Technology Over Internally Built Tools

Many firms continue to rely on internally built platforms that struggle to keep pace with workflow demands. High-growth firms are shifting to scalable SaaS platforms that offer faster innovation, reduced maintenance overhead, stronger integration capabilities, and consistent user experiences across teams and offices.

3. Selectively Integrate Tools to Optimize Engagement Workflows

Rather than trying to pursue overly complex and unprioritized tech-consolidation strategies, leading accounting firms are choosing to focus on integrating the phases of engagements that matter the most: for example, the highly interdependent “Request-to-Test” cycle. Targeted integration improves visibility, reduces bottlenecks, and enables smoother collaboration between teams and clients.

Suralink expects these operational levers to play a defining role in how firms navigate growth, expand capacity, and exceed client expectations in the years ahead.

To learn how Suralink helps accounting firms around the world close the Client Readiness Gap and position for growth, visit Suralink.com.

About Suralink

Suralink is the leading client collaboration platform for today’s accountants and is dedicated to addressing the Client Readiness Gap. Suralink’s secure platform centralizes request and document management, enables workpaper preparation and review, improves visibility and accountability, and ensures teams and clients stay aligned and collaborative throughout engagement progress.

With enterprise-grade security and an easy-to-use interface, Suralink's award-winning client collaboration platform helps firms drive growth, increase profitability, improve customer satisfaction, and mitigate risk.

Suralink's open platform is leveraged by more than 800,000 users worldwide.

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Firms that are proactively closing the Client Readiness Gap by reinventing their client experience, technology strategy, and collaboration practices are building more predictable, efficient engagement workflows.