Suralink

Suralink builds a client collaboration platform for accounting firms, designed to streamline engagement workflows for audit, tax, and advisory teams. The software combines secure document management with workflow automation, covering the process of requesting, reviewing and tracking client materials through to completion. Its geographic presence is worldwide, and the company reports that over 500,000 companies have used the software, across more than 1,200 practices.

The platform comprises two main products. Request List Management automates and simplifies document requests, tracks engagement progress in real time and keeps clients aligned throughout an engagement. Workpaper Suite integrates with any Excel-based binder solution: it automates data matching for sample testing or population analysis, streamlines reviews with linked client documents and allows direct client follow-up without leaving Excel workpapers.

Technical work at Suralink sits within the domains of workflow automation, secure document management, data matching automation, real-time progress tracking and Excel integration. The company serves the accounting, audit, tax and advisory verticals.