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The Suralink Blog

May 13, 2025

Introducing Workpaper Suite: Suralink’s Biggest Launch Yet

Discover Workpaper Suite, Suralink's latest innovation, designed to streamline workpaper preparation, review, and collaboration with deep integration and enhanced Request List Management.

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May 17, 2025

What Is Audit Software? Why It’s Essential for Modern Accounting Firms

Explore what audit software really is, why it’s critical for modern accounting firms, and how tools like Suralink streamline workflows, reduce risk, and transform the audit experience.

May 16, 2025

Tax Workpapers: What They Are and How to Automate Tax Prep with Modern Tools

In this guide, Suralink breaks down what tax workpapers are, why they matter, and how digital solutions, like Suralink, are helping firms create, manage, and collaborate with less friction.

May 16, 2025

How a Smarter Workpaper Process Improves Client Collaboration and Engagement Efficiency

Discover how a smarter workpaper process can eliminate delays, streamline collaboration, and improve engagement efficiency—without changing how your accounting team works.

May 13, 2025

Suralink vs DataSnipper: Why Modern Engagement Teams Need More Than Excel Automation

DataSnipper automates tasks. Suralink transforms engagement workflows. This blog discusses the difference between Suralink vs DataSnipper, and why Suralink is the only platform built for engagement teams.

May 13, 2025

Introducing Workpaper Suite: Suralink’s Biggest Launch Yet

Discover Workpaper Suite, Suralink's latest innovation, designed to streamline workpaper preparation, review, and collaboration with deep integration and enhanced Request List Management.

April 30, 2025

How to Organize Client Files & Documents Efficiently

This guide will walk you through how to organize client files and documents efficiently. It covers folder structures, naming best practices, collaboration tips, and the tools that make it easier—including how Suralink simplifies it all.

March 19, 2025

The Pain Points of Document Requests—And How to Fix Them

Document requests slow down audits and frustrate teams. Learn how to automate, streamline, and optimize document management for better efficiency.

March 12, 2025

The Biggest Problems Audit Teams Face—And How to Solve Them

Audit teams face delays, inaccurate data, and staffing shortages. Discover proven strategies to overcome these challenges and boost engagement efficiency.

March 5, 2025

Why Achieving Realization Targets Remains a Struggle

Learn why 25% of audits fail to meet realization targets and how your firm can boost efficiency, increase billable hours, and enhance profitability.

February 26, 2025

Breaking the Cycle of Budget Overruns and Missed Deadlines in Audits

Struggling with audit budget overruns and missed deadlines? Learn key strategies to streamline engagements, boost efficiency, and enhance client satisfaction.

February 19, 2025

The State of Audit Efficiency: Insights and Strategies to Meet Realization Targets

The State of Audit Efficiency: Insights & Strategies to Meet Realization Targets. Boost efficiency with data-driven methods to improve workflows & profits.

February 10, 2025

Expert Tips for Busy Season—Unlock Efficiency with Suralink’s Seamless Support!

Busy season can be a hectic time for accounting professionals, but with the right strategies, tools, and tips, it’s possible to stay organized, efficient, and stress-free.

November 20, 2024

GenAI for Audit Professionals - CPE Available

Join Jeremy Smith, CTO of Suralink, and Kevin Merlini, CEO of Materia, as they explore the transformative role of AI technologies in the accounting profession. Earn CPE Credit

October 10, 2024

The Accounting Firm's Technology Adoption Playbook

This 5 day email course details crucial best practices for successful technology adoption - and how to effectively implement them in your firm!

July 10, 2024

How Professional Services Firms can Keep Pace with Rapid Industry Changes

We all know that change is a constant, both in the grand scheme of things and in the work that professional service providers do. But, the constant of change isn’t so constant anymore; it’s accelerating, and that leaves many firms wondering how to keep up with it all.

July 8, 2024

The Busy Season is Over. But Are Its Challenges?

Though tax season might be over for the time being, the unique challenges and landscape obstacles facing financial professionals are still very active.

July 3, 2024

Leverage CX Technology to Supercharge Every Engagement

Some firms are pushing hard for prioritizing CX and Suralink has a few things to share that our experts have learned from their time in the CX world and how those programs, attitudes, and initiatives can transfer to accounting and other professional services firms.

May 29, 2024

How Validis and Suralink are Combining Forces to Create an Unparalleled Engagement Experience

Suralink and Validis are coming together on a consolidated platform with versatile APIs that can save firms a great deal of time and money.

May 29, 2024

How Professional Services Firms Can Find Talent Even as The Pool Shrinks

Look at our recommendations for investing in your employees and technology to obtain and retain top talent.

May 3, 2024

Why it’s Critical for Accounting Practices to Invest in Technology NOW

Firms that invest in technology will move further and faster, and Suralink stands ready to help your firm capitalize on the advent of technology in a variety of contexts.

April 25, 2024

Seven Questions Every Firm Should Ask Potential Vendors about Data Protection and Privacy

Seven key questions security managers or IT and management teams should review when considering a new technology platform.

February 22, 2023

Culture Shock: Lessons I’ve Learned about Building a Strong Company Culture from My Time at a Startup

Meghan Mitton, VP of Marketing, discusses lessons learned as Suralink has focused on building a supportive, inclusive, and positive workplace culture.

February 2, 2023

New Year, New Suralink Features

We accomplished a lot in 2022 to provide our customers with a secure, reliable, and market-leading platform. This blog includes exciting updates for Q1.

January 26, 2023

Using Tech to Differentiate When Hiring

Learn how you can hire and retain great talent by appealing to the younger generation of incoming accountants.

January 14, 2023

The Accounting Industry Lost 1,100 Jobs Last Week—Pending Recession or Poor Firm Culture?

The accounting industry is losing jobs. Pending recessions or poor firm culture? Explore the real reasons why.

May 4, 2022

Secure File Sharing Part 3: Hybrid File Sharing

As remote work continues to evolve, knowing which secure file sharing tool to pick can be the difference between growth and stagnation. We'll break down the options so you can choose the right one for your team.

May 4, 2022

Secure File Sharing Part 2: Industry- Or Problem-Specific File Sharing

As remote work continues to evolve, knowing which secure file sharing tool to pick can be the difference between growth and stagnation. We'll break down the options so you can choose the right one for your team.

April 27, 2022

Secure File Sharing Part 1: General-purpose file sharing

As remote work continues to evolve, knowing which secure file sharing tool to pick can be the difference between growth and stagnation. We'll break down the options so you can choose the right one for your team.

September 15, 2021

Announcing Secure File Sharing: Using your feedback to build the next generation of Suralink products

Read CEO and Founder Tim Ballantyne's take on the release of our latest product: Secure File Sharing.

June 4, 2021

Haynie & Company and Suralink: Increasing efficiency to support firm growth

The team at Haynie & Company chose Suralink to help them request and share dozens to hundreds of documents—and keep them all organized.

March 15, 2021

Tips from the trenches: how to clarify your technology strategy (Hint—it's only partially about the tech)

Suralink's CTO Jeremy Smith talks learning to ski and how those same principles have helped him build winning technology strategies for more than 20 years.

January 11, 2021

Four lessons I learned from my time as a CX expert—and how you can apply them to your firm

Learn how Suralink's Director of Customer Success Ryan Smith has translated his experience managing the CX initiatives of Fortune 500 companies to accounting firms.

November 29, 2020

Integrating accounting systems to avoid gaps in knowledge

According to a 2019 Report, more than 50% of organizations report that integration challenges cost their businesses on average $500,000 every year. 

November 29, 2020

Focusing on prioritization during a remote audit

You’re facing unprecedented challenges while trying to complete a remote audit. Find out how you can prioritize your workload during a remote audit.

November 29, 2020

Preparing and planning for a remote audit

It’s critical that when completing a remote audit, auditors actually spend more time—not less—preparing and planning for the audit.

November 29, 2020

The five primary challenges of remote audits

As Covid-19 has changed the way we work, more and more firms are transitioning to either partially or fully remote audits.

November 29, 2020

The impact of Covid-19 on accounting firms and audits

Suralink recently conducted a survey of 65 firms of all sizes and how their business has adapted to the challenges presented by Covid-19. 

November 29, 2020

Understanding the basics: PBC request lists 101

Mastering the basics. Find answers to the fundamental questions about PBC lists.

November 29, 2020

Why it's critical for accounting firms to invest in technology NOW

Firms that implement technology—to gather and deliver client data—are the firms that will thrive through difficult times.