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roach Technology and Your Audit Did you have a positive experience interacting with Rehmann's request list protocol? Well, good news - we use Suralink too! One of our favorite components of our audit approach and the logistics of performing the audit relates to our use of the Suralink client engagement platform. Not only is this one of the premiere file -sharing products on the market, but we believe our internal strategy and training surrounding the use of the platform is what truly maximizes the efficiency and effectiveness of communication in the audit process. In short, rather than providing you with a request list via Excel or some other "traditional" means, we compile our request list in Excel and then import it into a Suralink Engagement. Each line on the imported list generates a "Request" in the Suralink Engagement. From there, we add any applicable users you want authorized to access the request list who can then access the full list and/or their specific assigned tasks. The primary attributes and benefits of how we utilize this platform are as follows: Centralized Repository of Request List Item Communications Gone are the days of four different team members from your side working with four different team members from our side with numerous unique email chains requesting the same items. And then the next thing you know, you've provided the same file to your auditors three times and potentially may still get asked for it a fourth time! By shifting these communications to Suralink Engagements it allows all individuals with access to follow along the same conversation surrounding any follow-up questions on an audit request. Request Assignment Requests can be assigned to one or more specific users, providing for an increased ability to delegate audit responsibilities to the appropriate individuals and for users to easily filter for requests assigned to them. Requests also can be locked to specific users so only those with access may see the request and any comments or attached files. Due Date Tracking Each request is loaded with a specific Client Export List Status suralink AM Opp20N i a >..a 06302M rs Audu i' ws«uv due date to help your team prioritize the most impactful and/or timely items that will help facilitate the most seamless audit process possible. Status View Gone are the days of needing to request an updated open items list and waiting on your audit team to assemble and provide it. At any time, you are able to log into your Suralink account and view a real-time status update on the audit request list. Subsequent Year Rollforward One of the ways we work to improve the audit workflow year after year is how we handle additional requests and/or items needed annually, but not on the initial request list. Every year, when completing the audit, we archive the completed Suralink Engagement - inclusive of the "original" request list and any additional items/questions added - and are able to roll it forward to use as the starting point for next year's request list. This allows you to provide as much of the needed documentation on Day 1, which ultimately helps streamline the audit process and minimize the quantity of follow-up questions, therefore also minimizing disruptions to your day-to-day work! �MX�XXXXXXXX/M.MXX...................................... .... . . A PROPOSAL TO INDIAN RIVER COUNTY 36