We’ve heard you loud and clear. And today, we’re excited to introduce some new things at Suralink: smarter design, stronger tools, and a bold vision—built entirely around helping your firm work faster, smarter, and more seamlessly.
This is more than a product launch or a rebrand, It’s a step forward for our platform, for our customers, and for how engagement teams get work done.
Accounting and advisory firms face a familiar problem: Even the best processes break down when clients aren’t ready to collaborate.
The result? Missed deadlines. Bottlenecks. Frustrated teams. Low realization.
We’ve always focused on closing that gap—but client needs (and firm expectations) are evolving fast. From our research and customer surveys, we've heard that they want to prioritize:
Fewer delays.
Smarter, connected workflows.
Tools that make collaboration easier—for both your team and your clients.
That’s exactly what this redesign and product refresh delivers: everything we’ve built is aimed at making your day-to-day work easier, more efficient, and more impactful.
Forget switching between systems or piecing together disjointed tools. Workpaper Suite lets you manage prep, review, and client communication all from inside your workpapers.
Here’s what that unlocks:
Real-time connection between requests and workpapers, so nothing falls through the cracks.
Faster prep and review cycles, because your team stays in one tool—reducing errors and manual copy/paste.
A more seamless experience for engagement teams when following up with clients. Making it easier to track, organize, and resolve outstanding PBCs.
The bottom line? Your team spends less time managing the process and more time adding value.
Clients don’t always send the right PBCs the first time—but now your team can spot issues faster and move things forward without delays.
The new Assessment Hub includes:
File Previewer: Instantly review documents in-browser. No more wasting time downloading files just to check if they’re correct.
Ask Anything: AI-powered assessments to interpret, validate, and clarify document data so your team gets answers, not guesswork.
Quick Nav: Rapidly triage what’s ready vs. what needs follow-up, keeping everything organized and on track.
Pinned Comments: Leave contextual feedback exactly where it’s needed—helping clients correct issues the first time and reducing miscommunication.
Why it matters: You get more control, faster turnaround times, and a smoother experience for both your team and your clients.
We’ve updated Suralink’s visual design to give it a more modern, polished look—reflecting the evolving needs of today’s firms and the clients you serve.
But let’s be clear:
This is a refresh, not a rebuild.
The tools, buttons, and workflows your team relies on? They haven’t changed.
No retraining. No learning curve. No disruption.
Just a cleaner, sharper experience—designed to give you confidence that you’re using technology built for today (and tomorrow).
Why it matters: You get the same optimized workflows your team knows and trusts, now in a refreshed, up-to-date interface that’s as modern as the work you’re delivering.
We believe the best innovations don’t just come from within, they come from listening to the real-world challenges you face every day.
That’s why everything we’ve launched and everything we’re building next is designed around a single goal:
Helping your firm and your clients collaborate better, move faster, and deliver work with more confidence–Closing The Client Readiness Gap.
This launch is just the beginning, and we want to keep making Suralink better for you.
Have feedback on the new design or features?
Want to share what’s working—or what you’d love to see next?
Reach out anytime at Support@suralink.com
We’re listening—and we’re building the future of client collaboration together.