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AUDIT

Simplify and improve the audit experience for you and your clients

THE CHALLENGE

Managing complex test work, documentation, and client requests effectively

Navigating an audit means juggling complex testwork, multiple client requests, and extensive documentation—often across different teams at different stages of an engagement. Auditors spend significant time not only organizing documents but also preparing and reviewing detailed workpapers, ensuring accuracy and completeness.

Relying on outdated systems or manual tracking slows the entire audit process, making it harder to be efficient, while potentially increasing the risk of errors. Additionally, fragmented workflows and miscommunication can create bottlenecks, leading to delays and diverting time away from higher-value analysis and strategic tasks.

If I were to tell our audit team tomorrow that we’re not going to use Suralink anymore, there would be an uproar. Ultimately, that level of employee and client satisfaction is affirmation we’ve chosen the right tool for our practice.

Andy Hines

Audit Partner at Whitley Penn

THE SOLUTION

Driving efficiency, transparency, and collaboration in every audit

Suralink automates test work and procedures while streamlining document management, enabling today’s audit teams to work more effectively and efficiently. It boosts collaboration across your team and to all relevant stakeholders, ensuring complete transparency throughout the audit process. With Suralink, your audits stay organized, on track, and on budget.
Dynamic request list management
All your client requests are in one place, updated in real-time, and accessible by everyone involved in the engagement.
Workpaper automation tool
Automate workpaper preparation, enhance review efficiency, and streamline document matching with native integration into Excel-based workpapers—saving firms time while improving accuracy and engagement realization.
Integrated e-signature
Allow your firm and clients to electronically sign documents securely inside of Suralink, eliminating the need to jump between software programs and ensuring signed documents are stored within the correct engagement.
Approval workflow
Quickly and easily manage the lifecycle of each request, accept requests that have been fulfilled properly, and send back requests that are incomplete.
Engagement tracking and visibility
Suralink provides a clear audit trail and accountability of all activity in the system, while instant notifications keep you up to date.
Any file size or type
Whether it’s an obscure compressed file, a giant Quickbooks backup, or something else altogether, Suralink can handle it. Any file type; any file size.

CASE STUDY

Maximizing efficiency for a better audit experience

"The value for us in Suralink lies in its collaborative nature, allowing for multiple people to handle numerous requests and documents seamlessly… Our clients aren’t sending files multiple times, and our teams are able to validate them and say, ‘Yes, this is done, I’m good with this,’ all without pinging the client or their coworkers again."

Andy Hines, Audit Partner

Support for your team and client on every audit 

No matter the type of audit you're working on, Suralink can help you streamline and simplify the process, so you can spend more time on the interactions that matter.

Benefit plan
Financial statement
Reviews
Compilations
SEC audits
SOC audit and compliance
Mergers and acquisitions
A-133
IT and cybersecurity
Forensic audits