Automate your document management processes with integrated PBC and workpaper preparation and review

Introducing the Next Evolution for Document Management  

Suralink's leading PBC request list and workpaper preparation and review solution creates a seamless experience for the entire accounting document management process. Using the latest technology, you’ll streamline PBC lists, automate workpaper preparation, reduce manual tasks, and keep everything in one connected space.

Suralink can help your firm: 

  • Close the client readiness gap — Ensure the right information is provided at the right time.

  • Streamline more of the engagement process — Automate additional tedious steps and focus on higher value work.

  • Enhance collaboration — New ways to communicate and collaborate with your team and clients in real time.

  • Seamlessly integrate with more tools you already use — Work where you’re comfortable while staying connected to Suralink and other accounting software.

  • Deliver faster, smarter engagements — Reduce turnaround times and do more with less.

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Workpaper Suite is Here

Schedule a demo today and be the first to see our new product and how it can transform your engagements.
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TRUSTED BY 1000+ FIRMS GLOBALLY
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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.

5
Top 20 Firms
50+
Top 100 Firms
100+
Top 300 Firms
1200+
Firms Total
800k+
Clients & Firm Users
3M+
Documents Securely
Transferred... & Counting

Why do 800,000+ users love Suralink?

“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.”
Darryl Humphrey
Ph.D. PMP Advisor of Assurance Innovation, MNP
“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?”
Patrick Thomas
Audit Supervising Senior, PP&CO
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“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.”
Jennifer Power
Senior Tax Manager, Elliott Davis
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