Salt Lake City, UT
2014
Mid-Size (51–200 employees)
Suralink is the leading agentic automation platform for accounting firms and their clients. More than 1,300 firms and 800,000 users worldwide, including over half of the top 100 enterprise accounting firms in the U.S., run their audit, tax, and advisory engagements on Suralink.
Every engagement runs into the same problem: the Rework Cycle. A client sends the wrong document, so the request goes out again. A tester misses an error, so a reviewer catches it later and sends the workpaper back. Nobody can tell what changed between two versions of a file, so someone re-reviews the whole thing line by line. That’s a workflow problem, and this industry has treated it as the cost of doing business for decades.
Suralink built a platform to eliminate it instead. We are the industry’s only fully-integrated Request-to-Review platform: one workspace where PBC requests, testing, workpaper prep, tie-out, and review all run in sequence, instead of five disconnected tools connected by email. Firms and their clients work side by side in that workspace instead of back and forth through it, which closes the client readiness gap before it ever slows an engagement down, and cuts the time it takes to manage document requests by 40 percent.
The Suralink Agent Library sits on top of that workspace: a set of configurable AI agents that take over the manual verification work engagement teams have done by hand for years. Document Prescreen flags an incomplete or incorrect file the moment a client uploads it, before a reviewer ever opens it. Client Data Vault gives clients their own compliant archive of past submissions that they own and control, so nobody starts an engagement from a blank folder. Other agents in the library handle data vouching, mathematical accuracy, internal consistency checks, and version comparison: the work that used to consume the most review hours for the least judgment.
Suralink is built to close the Rework Cycle, not just work around it. That’s the difference between a platform built from the ground up to remove rework and a tool bolted onto a workflow that still produces it. It’s how accounting professionals and the clients they serve deliver their most efficient engagements ever.
Medium Firms (11-50 CPAs) Large Firms (51+ CPAs)
Managing Partner / Firm Owner Senior Partner (Tax / Audit / Advisory) Director of Operations Operations Manager Audit Partner CAS / Client Accounting Services Leader Technology Director / IT Lead Innovation Lead / Digital Transformation Lead
Custom Pricing
Phone, Email, Live Chat
2014
Outlook
Quickly and securely share large files without leaving your email client with Suralink’s Secure File Sharing solution featuring a native Microsoft Outlook add-in.
Trullion
Ensure a smoother audit by importing sensitive documents directly from Suralink for immediate tests of details, financial statement reviews, and data extraction.
Materia
Save time by automatically routing documents from Suralink to Materia for AI-powered structured analyses and audit program automations.
DataSnipper
Accelerate productivity by using the DataSnipper integration to import documents directly from Suralink.
Claude by Anthropic
Query your Suralink engagement data in plain language – outstanding items, client activity, request status – directly from Claude.
Microsoft Copilot
Access live Suralink engagement data from MS CoPilot’s VS Code agents.
Suralink is the leading client collaboration platform designed to streamline engagement workflows for audit and advisory teams at accounting firms.
This article examines how handoffs between document requests, testing, workpapers, tie-out, and review create additional work when audit teams use disconnected tools.
CPA & National Assurance Partner, Eide Bailly
Advisor of Assurance Innovation, MNP
CORE includes customer support chat. Suralink also provides onboarding resources, training webinars, and dedicated support for Workpaper Suite.
Suralink CORE manages requests, files, and client collaboration. Firms can extend it with Cloud Testing Suite, Financial Statement Tie Out, Workpaper Suite, Secure File Sharing, and E-Signature.
Clients can use a firm-branded portal to respond to assigned requests, upload documents, communicate with the engagement team, and follow progress.
Cloud Testing Suite can check uploaded documents against requests and perform data vouching for sample testing, with an audit trail and team review.
CORE provides API endpoints, and Workpaper Suite connects client files and requests to Excel-based workpapers. Suralink also lists integrations with other accounting and productivity tools.