ON-DEMAND WEBINAR
Integrated AI from Request to Review with the Suralink Agent Library
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.
Collaborate with clients. Exchange documents at scale. Track the progress of engagements.
TRUSTED BY 1,200+ TOP FIRMS
Testimonials
Why do 450,000+ 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
“The greatest thing about Suralink, hands down, is the status updates. There’s no ambiguity about where individual documents are and where an engagement is overall.”
Colin Meier
Director of Internal Audit, Q2 ebanking
Learn More
Talk to an expert today!
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.
