Every engagement team knows the feeling. You’re halfway through review and a single total doesn’t match. Hours later, you’re still chasing down the formula that broke. Workpaper Suite’s Sum Finder fixes that. It automatically identifies and verifies sums across workpapers, so you can spot errors instantly and move on with confidence. Fewer checks. Fewer surprises. More time for actual review. Watch how it works → https://hubs.ly/Q03PwxQ00 #suralink #trustedplatformfortrustedprofessionals
Suralink
Accounting
Salt Lake City, UTAH 3,270 followers
The leading client collaboration platform for accountants.
About us
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. Suralink is headquartered in Salt Lake City, Utah with an office in Brighton, UK and a remote workforce worldwide. Request a demo at https://www.suralink.com
- Website
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http://www.suralink.com
External link for Suralink
- Industry
- Accounting
- Company size
- 51-200 employees
- Headquarters
- Salt Lake City, UTAH
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Accounting Software, Secure Document Exchange, Dynamic Request List on top of a File Portal, and Audit Tools
Products
![Click here to view Suralink]()
Suralink
Accounting Practice Management Software
Request List Management is a secure, cloud-based solution that helps accounting and professional services firms streamline the process of collecting and managing client documents. Teams can easily assign, prioritize, and track requests while clients upload documents—all in one place. It’s where your clients go to communicate, share documents, and stay aligned throughout the engagement—whether it’s audit, tax, or advisory—streamlining collaboration and reducing friction across the engagement lifecycle. Workpaper Suite brings automation directly to your Excel workpapers, making preparation and review faster, smarter, and easier. By automating data matching and document linking for audit and tax sampling, streamlining detailed reviews, and eliminating tedious manual steps, Suralink reduces busywork—freeing teams to focus on higher-value tasks that drive quality and efficiency.
Locations
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Primary
Get directions
10 Exchange Place
Suite 300
Salt Lake City, UTAH 84111, US
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Get directions
Tower Point 44 North Road
Floor 5&6
Brighton, GB
Employees at Suralink
Updates
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The real reason deadlines keep slipping is not a personnel problem—it's a process deficiency. As busy season approaches, adding staff alone won't solve systemic issues like margin erosion and workflow breakdowns. True growth requires rebuilding efficiency from the inside out. Join Katie Thomas, CPA, 40 under 40, for a focused discussion designed for firm leaders. Register here: https://hubs.ly/Q03R2xgB0 Attendees will gain actionable insights on: ▪️Identifying hidden bottlenecks that quietly impact profitability. ▪️Implementing practical strategies to close the Client Readiness Gap. ▪️Applying real-world lessons from industry experience to optimize the engagement process. Make sure you don't miss it! #suralink #trustedplatformfortrustedprofessionals
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Cherry Bekaert is transforming client collaboration with Suralink. By implementing Suralink across audit, tax, and advisory service lines, the firm has streamlined workflows, improved engagement visibility, and enhanced the overall client experience. With more than 1,700 licenses in use, Cherry Bekaert continues to lead the way in building a modern, connected firm. Read the full press release here: https://hubs.ly/Q03QN_RY0 #suralink #trustedplatformfortrustedprofessionals
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Want to save time and reduce errors this tax season? Our blog dives into how tax preparation automation can transform your firm's workflow and help you reclaim your time. . Read more in the comments. #suralink #trustedplatformfortrustedprofessionals
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Suralink reposted this
40 Under 40 CPA Practice Advisor | Top 50 Women in Accounting | Helping B2A (Business to Accountant) companies and accounting firms increase their impact, influence, and income through leadership marketing. 👇
The engagement doesn’t usually fall apart in the middle. It falls apart at the start. Tell me if you can relate… You scope the engagement. You send the request list. You wait. What comes back? Incomplete files. Outdated documents. Wrong formats. The truth is the biggest margin drains occur before the work even starts. Only 36% of client requests are fulfilled correctly the first time. That means two out of three requests create rework, delays, and frustration. The result is burned-out staff, disappointed clients, and shrinking margins. But firms who are winning aren’t working harder. They’re working smarter. They are adding context to requests, centralizing communication instead of relying on email, and creating a smoother client experience from day one. That’s why firms are moving to Suralink. It takes the back and forth out of the process and makes collaboration seamless. When it comes to client requests, what’s the single biggest time waster you would love to eliminate? #accountingandaccountants
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Suralink reposted this
The BKR team has been hard at work in the boardroom and behind the scenes at the InterContinental Madrid today, preparing for our Worldwide Conference 2025 — badges sorted, gift bags prepped (thank you, AYCE CONSULTORES !), and our main conference room ready for tomorrow’s sessions. A huge thank you to our sponsor Suralink , and a big shoutout to our BKR team — Micheal Burch FCPA, FCA, CFP, Dave Davis, Emma Barry, Donna Raper, Salvio Valenzuela M.A. Econ, MDM and Paige Prior - along with AIM Group Spain, for their dedication and effort in bringing this event to life. We officially kicked off the conference today, following our board meetings, with registration in the hospitality suite - and we’re ending the day with our Welcome Cocktail. Stay tuned here for updates and highlights throughout the weekend! The time is now. #BKRMadrid25 #TheTimeIsNow #BKRInternational #Accounting #Conference #GlobalConnections
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In every engagement, the details make or break the deadline. But matching data across client files and workpapers is a massive time drain and headache. Workpaper Suite’s Advanced Data Matching automates that step, comparing values, catching mismatches, and surfacing what matters in seconds. No more endless cross-checks. No hidden discrepancies. Just clean data and faster reviews. Watch how it works → https://hubs.ly/Q03PwFYQ0 #suralink #trustedplatformfortrustedprofessionals
Workpaper Suite - Advanced Data Matching
https://www.youtube.com/
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The world of audit is changing. Our blog explores how audit automation is making engagements faster, smoother, and more secure than ever before. Link in the comments. #suralink #trustedplatformfortrustedprofessionals
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Every time a client file gets downloaded to a desktop, your data leaves its secure environment. That’s where mistakes happen and where risks grow. With Workpaper Suite’s File Previewer, engagement teams can open and review files directly in Suralink — no downloads, no risk, no lost versions. Simple, secure, and built for the way accounting teams actually work. Sometimes the smartest innovation is the one that removes a step. Watch how it works → https://hubs.ly/Q03Pwtvr0 #suralink #trustedplatformfortrustedprofessionals
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Suralink reposted this
What your clients think matters more than ever. Join us and Suralink on October 28th for a look at the results from our latest Client Experience Survey. You’ll learn what clients appreciate most, where firms are falling short, and what you can do to stand out. 🔗 Register today: https://boomer.link/72i #ClientExperience #AccountingFirms #Leadership #FutureReady
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