Washington-based firm reports 99.9% client adoption, zero login and upload complaints, and balanced workloads after replacing legacy portal

Suralink, the leading client collaboration platform for accountants, today announced that DZA is using Suralink to enhance client experience, streamline engagements, and improve team work-life balance.

DZA is a Washington-based accounting and advisory firm serving healthcare and not-for-profit organizations across 21 states. Committed to delivering timely, high-quality service, the firm faced ongoing challenges with its previous client portal. Frequent technical errors, poor navigation, and failed uploads disrupted workflows and ultimately reduced service quality and productivity.

With Suralink, DZA replaced these inefficiencies within its specialized 990 nonprofit tax practice with a reliable, user-friendly platform. To streamline the more than 130 tax returns it manages each year, the firm built custom templates to standardize document requests and leverages Suralink’s real-time status reporting to give clients clear updates on outstanding items, eliminating the need for repeated follow-ups and enabling the team to receive correct information more quickly.

“With Suralink, I haven’t received a single complaint from a client about logging in or uploading documents,” said Brennan Pendleton, Manager at DZA. “It’s been a complete turnaround.”

Suralink’s intuitive, single-page view streamlines the experience, driving a 99.9% client adoption rate. Firm-wide use has also smoothed workloads, allowing earlier information collection and steady 40–45-hour workweeks year-round, replacing the demanding 50–60-hour peak-season norm.

“We’re getting information earlier and maintaining a consistent workflow throughout the year,” said Clayton Batts, Senior Tax Accountant at DZA. “That’s a big win for our team’s work-life balance.”

To learn more about Suralink and how it removes friction from the engagement process while improving client and team satisfaction, 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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“We’re getting information earlier and maintaining a consistent workflow throughout the year,” said Clayton Batts, Senior Tax Accountant at DZA. “That’s a big win for our team’s work-life balance.”