What is Suralink?
Resources
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Wednesday, September 17, 2025 Suralink
AI at Suralink: Bulit for trust. Designed for you.
Suralink’s new AI features are here to support your work, simplify engagement tasks, and keep your data safe, every step of the way. -
Wednesday, September 17, 2025 Suralink
DZA Achieves Enhanced Efficiency and Client Satisfaction with Suralink
Seeking a more reliable solution, DZA implemented Suralink, leading to immediate improvements across service lines, and fostering greater client and team satisfaction. -
Tuesday, September 2, 2025 Suralink
How Clients Really Feel About The Engagement Process: An Orginal Research Report
Client perspectives on the engagement experience and insights on how accounting firms can close gaps, reduce friction, and create opportunity.
About Suralink
Suralink is the leading client collaboration platform designed to streamline engagement workflows for audit, tax, and advisory teams at accounting firms. Our mission is to ensure that engagements stay on track, within budget, and run efficiently by providing powerful tools that enhance collaboration and eliminate inefficiencies.
With our Request List Management tool, firms can automate and simplify document requests, track engagement progress in real-time, and ensure clients remain aligned every step of the way.
Suralink Workpaper Suite integrates with any Excel-based binder solution and connects directly to Request List Management. It automates data matching for sample testing or population analysis, streamlines reviews with linked client documents, and enables direct client follow-up—all without ever leaving your Excel workpapers. Clients’ responses and support documents sync automatically into your workbook, ensuring real-time updates and smoother collaboration.
By combining Request List Management’s powerful, secure document request management with Workpaper Suite’s seamless integration with Excel, Suralink empowers firms to simplify workflows, reduce manual tasks, and foster better collaboration with clients. These tools help firms keep engagements on track, minimize inefficiencies, and enhance client interactions—ensuring a more efficient and cost-effective engagement process from initial PBC requests to workpaper review.