Accounting firms have invested in better client collaboration, smarter request lists, and stronger teams. But there’s one place where the work still grinds to a halt: the workpapers.
Prep takes hours. Reviews get delayed. And the back-and-forth never seems to end.
For firms trying to grow, this isn’t just inefficient—it’s unsustainable.
Despite being the heart of every engagement, workpapers are often managed in outdated, disconnected ways. Additionally, support documentation often scattered across client portals, individual desktops, and email remains unassociated with corresponding workpapers, directly contributing to inefficient reviews. The evident results are: Delays, errors, and unnecessary back-and-forth with clients.
At Suralink, we’ve spent years helping firms streamline client collaboration. And we noticed something: the workpaper process was often the missing link.
That’s why we built Workpaper Suite—the industry’s first fully integrated request-to-review solution.
Here’s how top-performing firms are using it to modernize their workflow in 2025, and why you might want to do the same.
Engagement teams are facing a mounting set of challenges:
It’s not just a workflow issue anymore. It’s a capacity problem—and a profitability one.
Firms ready to scale know they can’t keep operating in silos.
They’re shifting to tools and processes that:
And that’s where Workpaper Suite comes in.
Workpaper Suite is designed for the realities of busy accounting firms. It simplifies the way you manage client PBCs and prepare and review workpapers—directly inside Excel. No switching systems. No steep learning curve. No rigid templates.
Instead, it delivers:
No new platform to learn. Just a powerful Excel add-in that brings automation and collaboration right into your existing workflow.
Automatically organize support files and link them to your workpapers. No more dragging and dropping. No more chasing documents down.
With cloud-based syncing and smart checks, you reduce risk, catch errors early, and ensure everything’s ready for review.
Workpaper Suite fits into whatever system your firm already uses.
What sets Workpaper Suite apart isn’t just what it does for your internal workflow.
It’s what it does for your client experience.
With Request List Management embedded into your workpapers, you can:
This means:
In short: You eliminate (or at least minimize) the back-and-forth that slows everything down.
Firms using Workpaper Suite are seeing measurable improvements across the board:
Automated tasks like formatting, support linking, and syncing free up hours, helping teams focus on high-value work.
Reviewers can sign off faster with clear support traceability. No more document hunting or missing PBCs.
With always-synced files and structured folders, workpaper-connected support documents are always up to date and easy to review.
Cloud-based storage reduces reliance on local files, improving protection for sensitive documents and supporting compliance.
With more efficient workflows, firms can take on more work without adding more hours or headcount.
While Workpaper Suite is built for engagement teams, the benefits are felt throughout the client relationship.
Here’s what clients notice:
Firms can’t afford to lose time or trust in a market where both are in short supply.
Today, modernization isn’t just about adopting new tools—it’s about making those tools work the way your people and your clients already do. That means:
Workpaper Suite helps you do all of that, without disrupting your existing systems or retraining your teams.
The firms leading the way in accounting today won’t be the ones doing more work. They’ll be the ones doing smarter work.
Workpaper Suite helps you get there.
It’s not just a product. It’s a shift in how you deliver value—internally and to your clients. By eliminating the friction in your workpaper process, you unlock time, improve accuracy, and elevate every engagement.
Ready to see for yourself?