Introducing Workpaper Suite: A Smarter Way to Work with Workpapers

We’ve been teasing something big—and today, we’re excited to share it with you.

Workpaper Suite is Suralink’s biggest product launch yet!

It’s a smarter, faster, more accurate way for firms to prepare, review, and collaborate on workpapers, without the back-and-forth, the manual work, or the scattered files.

Why We Built It

Preparing and reviewing workpapers shouldn’t feel like solving a puzzle with missing pieces.

But for most firms, it does.

-  Teams spend hours manually matching client data and supporting documents to the right workpapers

-  Reviewers waste time hopping between Excel, email, file folders, and shared drives

-  Version control becomes a guessing game and errors slip through the cracks

-  And what should be a repeatable process ends up being rebuilt from scratch for every engagement

Workpaper Suite was built to change that.

Whether it’s an audit, tax project, or advisory deliverable, Workpaper Suite streamlines the most time-consuming, error-prone part of your engagement—from initial prep to final review.

What Makes It Different? Deep Integration with Request List Management

One of the most powerful aspects of Workpaper Suite is how it connects with Suralink’s Request List Management.

All client-provided files can now be imported and linked directly into your workpapers. No re-uploading. No version control issues. Everything stays synced to the cloud, ensuring a seamless workflow from request to prep to review.

What’s New in Request List Management

Alongside Workpaper Suite, we’re rolling out key upgrades to our Request List Management functions that take your engagement process to the next level:

 -   Instant document preview—no downloads required

-   AI-powered search across virtually any file type

-   @Mentions for teammates and clients right inside request items

-   Side-by-side preview of files and requests for faster, clearer reviews

-    A modern, cleaner UI that just makes sense

Coming June 2025

Whether you're looking to reduce turnaround time, minimize risk, or stop chasing down files, Workpaper Suite is built to make every part of your engagement workflow easier from kickoff to close.

Ready to see it in action? Schedule a demo and be among the first to experience Workpaper Suite.