Juggling different tasks, tests, and documents across an audit can quickly become a headache. Tracking everything manually or relying on outdated systems can slow you down, making it harder to find what you need when you need it—and risking errors along the way.
With team members spread across different stages of the audit, effective collaboration and real-time visibility are critical. Without the right tools, fragmented workflows and poor communication can hinder progress and reduce accountability.
With team members spread across different stages of the audit, effective collaboration and real-time visibility are critical. Without the right tools, fragmented workflows and poor communication can hinder progress and reduce accountability.
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 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.
Templates and rollovers
Ensure clients know exactly what they need to prepare with customizable templates and engagements that roll over month-to-month or year-to-year.
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.
Audit 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.
Operational
Compliance (e.g., SOC2)
Financial
Operational and performance
Follow up audits and validation testing
Special investigations
Information technology
Management
Information systems