Leading Client Collaboration Platform for Accounting Firms
The first fully integrated request-to-test platform, combining both client-focused PBC technology with automated workpaper preparation tools.
Suralink can help your firm:
- Close the readiness gap by providing the right info at the right time
- Streamline the engagement process from request-to-test
- Collaborate in real time with your team and clients more effectively
- Seamlessly integrate with your existing tools
- Deliver faster, smarter engagements
Request a Demo
The First Fully Integrated Request - to - Test Platform
REQUEST
Efficiently manage client requests from start to finish
COLLABORATE 
Seamless collaboration that
puts clients first
Test and Review
Prepare workpapers more efficiently and accurately
Suralink provides accounting professionals with a single platform to optimize engagements by enhancing collaboration, streamlining workpaper preparation, and managing client documents and requests at scale.
With enterprise-grade security, an intuitive interface, and powerful workpaper automation capabilities—includin seamless Excel integration—Suralink enables efficiency, accelerates engagement workflows, and strengthens client relationships.
“At the end of 2021, we surveyed employees about their experience using Suralink and found that on large audits, time spent managing the PBC list was cut in half.”
“Everything I’ve heard on the client side has been positive. I’ve actually had a couple of clients say, “What took you so long to get something like this?”
“With Suralink, we’re now using that time more efficiently. For example, our preparers are doing something in 10 minutes that used to take 30 minutes or more.”
