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Webinar - Register Below

Integrated AI from Request to Review with the Suralink Agent Library

Wednesday, June 24th, 2026

1:00 PM ET

1 hour

Discover how Suralink's latest product releases and AI agents are designed to elevate firm efficiency, streamline engagement workflows, and deliver an unmatched client experience. Attendees will leave this session with a clear understanding of how to leverage these new capabilities to build a competitive advantage, optimize team utilization, and support sustainable firm growth.

In this webinar, you will learn how to:
Cloud Testing Suite: Eliminate admin work by streamlining PBC validation and sample testing procedures using AI-powered Document Prescreen and Data Vouching Agents. 
Financial Statement Tie Out: Automate financial statement reviews and eliminate manual "ticking and tying" with Suralink's Tie-Out Agents.
CPE Credit(s): 1 Field of Study: Computer Software & App Instructional Delivery Method: Group Internet Based Level: Basic Prerequisite: None Advanced Preparation: None

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Speaker(s)

Paul Wolff

Senior Product Manager
Paul is a CPA and Product Manager with 10 years of experience in audit and audit technology. He leads product efforts for Workpaper Suite and Cloud Testing Suite, helping deliver solutions that modernize the audit experience and support connected workflows. With a background in public accounting and audit innovation, Paul brings a practitioner’s perspective to product development and is passionate about creating technology that helps firms work smarter and adapt to the profession’s evolving needs.

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Amanda Johanson

Staff Product Manager
Amanda Johanson is a Staff Product Manager at Suralink, where she leads strategic product initiatives through customer research, data analysis, and experimentation. Her recent work has centered on understanding the needs and behaviors of clients being audited, bringing a client-focused perspective to an industry traditionally optimized for firm users.

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Contact our team today to explore how we can work together.

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NASBA Disclaimers
Suralink is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Registry ID #: 168814). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Webinars
Certain Suralink webinars may be eligible for NASBA CPE credit as indicated at the time of registration. Please refer to the applicable registration page for more details. In order to receive CPE credit, attendees must meet the eligibility requirements below.

Eligibility requirements for all webinars (or Group Internet-Based programs, as defined by NASBA) are as follows: Certificates will be provided within 60 days of course completion. Participants are responsible for providing accurate information during registration and for participating in the entire webinar. Failure to meet these requirements may impact credit eligibility.
Eligibility Requirements for 1 CPE credit:
Length of Webcast: 60 minutes
Minimum Viewing Time: 50 minutes
Minimum Polling Questions Answered: Three

For more information regarding webinar refund, complaint and program cancellation policies, please contact: webinars@suralink.com

ABOUT SURALINK

Suralink's open platform is leveraged by more than 800,000 users worldwide.

Suralink is the leading client collaboration platform for today’s accountants. Our secure platform centralizes request and document management, improves visibility and accountability, and ensures teams and clients stay aligned on engagement progress. Suralink brings request management and workpaper preparation into one connected platform—helping firms improve realization, reduce budget overruns, and streamline every step of the engagement process.With enterprise-grade security and an easy-to-use interface, Suralink's award-winning client interaction portal helps firms increase efficiency and improve their relationships with their clients.