ESG Audits Explained: What They Are, Why They Matter, and How to Get Ready
Learn what an ESG audit is and why it's crucial for modern businesses. This guide explains the step-by-step process of an ESG audit, from planning to reporting, and highlights how technology can help simplify the complex task of ensuring transparency and compliance.
The Financial Audit Process Explained Step-by-Step
Understand the financial audit process, from planning to reporting. This guide explains the four key stages, the documents auditors review, and how modern technology can streamline the process for greater efficiency and reliability.
Suralink Customers Outpace Industry Growth by 41%
Suralink today announced new data showing that firms using its platform grew 41% faster than those who don't.
Internal Audit Checklist: Steps, Examples, and Best Practices
Discover how an internal audit checklist can help your organization ensure consistency, compliance, and efficiency. Learn the key steps for creating and using a checklist, from planning to corrective actions, and find out how tools like Suralink can streamline the process.
DZA Transforms Client Experience and Engagement Efficiency with Suralink’s Client Collaboration Platform
Suralink, today announced that DZA is using Suralink to enhance client experience, streamline engagements, and improve team work-life balance.
The Benefits of Tax Preparation Automation
Streamline your firm’s tax season with tax preparation automation. Learn how automation improves accuracy, saves time, and enhances client collaboration.
Webinar: Solving Accounting's Biggest Challenges with AI
Discover how AI is transforming accounting by automating tasks, enhancing accuracy, and allowing professionals to focus on critical work. Learn more in our latest webinar recording.
How Audit Automation Is Making Engagements Faster, Smoother, and More Secure
See how modern audit teams are streamlining workflows, reducing risk, and accelerating delivery with audit automation software like Suralink.
What Is an E-Signature? How They Work and Why They Matter to Accounting Firms
Discover how e-signatures are becoming essential for modern accounting firms. Learn how they work, why they are legally binding, and how they help improve turnaround times, strengthen compliance, and reduce administrative overhead.
The Benefits of Accounting Automation (and How to Get Started)
Learn how smarter workflows are helping firms cut manual work, improve accuracy, and delight clients.
Why Clients Still Feel Overwhelmed—Even When You Hit Deadlines
Discover why meeting deadlines isn't enough to satisfy clients. This article explores the Client Readiness Gap, revealing that unclear requests and overwhelming processes can lead to client frustration and turnover, and offers data-driven strategies to improve the client experience.
Suralink’s New ‘Inside the Client Experience’ Industry Report Finds Disconnect Between Client Expectations and Reality
Suralink has released its Inside the Client Experience Report, an industry study examining how clients across audit, tax, and advisory services engage with their accounting firms.
Inside the Client Experience: Why Engagements Still Break Down—and What Firms Must Do Next
How accounting firms can close the Client Readiness Gap by improving communication, embracing client-centric technology, and aligning with client workloads. Discover actionable insights from Suralink's 2025 Client Experience Report.
.png)
Suralink Earns Spot on Inc. 5000 for Third Consecutive Year, Climbing the Ranks of America’s Fastest-Growing Private Companies
Suralink announced it has been named to the Inc. 5000 list of fastest-growing private companies in the U.S. for the third consecutive year.
How Top Firms Are Modernizing Workpaper Management in 2025
Debunk accounting collaboration myths: shared access isn't true collaboration, SALY (Same As Last Year) creates hidden inefficiencies, and internal disorganization impacts client experience. Discover what real, effective collaboration looks like for accounting firms.
What Most Firms Get Wrong About Collaboration (3 Myths)
Debunk accounting collaboration myths: shared access isn't true collaboration, SALY (Same As Last Year) creates hidden inefficiencies, and internal disorganization impacts client experience. Discover what real, effective collaboration looks like for accounting firms.
What Is Document Data Extraction? A Must-Know Tool for Modern Accounting Firms
Discover how document data extraction is transforming accounting workflows by turning unstructured files into structured, usable data—saving time, reducing errors, and boosting audit readiness.
The Complete Guide to Optimizing Your Public Accounting Workflows
Optimize your public accounting workflows with strategies for automation, standardization, and secure collaboration. Learn to streamline tasks, improve quality, and enhance team performance.
Accounting Workpapers Explained: The Foundation of Every Engagement
Simplify workpaper management with Suralink—boost accuracy, efficiency, and security for audits, tax returns, and advisory services. Learn best practices and modern tools to streamline your process.
How Productive Accounting Firms Get More Done With Less Stress
Learn how accounting firms can boost productivity, reduce stress, and overcome common bottlenecks. Discover strategies and tools like Suralink to streamline workflows, improve client collaboration, and scale your firm.
How Accounting Technology Is Changing The Professional
Discover how accounting technology is transforming the profession—streamlining workflows, enhancing security, and improving client collaboration. Learn how tools like Suralink help firms work smarter, not harder.
Data Security Plan for Tax Preparers: What You Need to Know
Secure your tax practice with a robust data security plan, comply with regulations, and protect client trust. Learn essential steps and tools for effective protection.
Audit Efficiency by the Numbers: What the Data Reveals About Engagement Bottlenecks
Discover why 1 in 4 audit engagements miss time, budget, and profitability targets. This data-driven post explores the top efficiency challenges firms face—and how to fix them.
How to Securely Share Files: Best Practices for Protecting Sensitive Data
Learn best practices and tools for secure file sharing to protect sensitive data and maintain compliance in today's digital-first business environment.
Audit Report Example: Structure, Opinion Types, and Best Practices
Learn how to structure an effective audit report, understand the four opinion types, and follow best practices for clarity and compliance—plus how Suralink streamlines the audit reporting process from start to finish.
What is the Audit Process? A Deep Dive into how Suralink Supports Auditors and their Clients Every Step of the Way
Discover the five key stages of the audit process and how Suralink helps auditors streamline workflows, enhance collaboration, and deliver efficient, high-quality audits from start to finish.
New Look, New Tools, Same Mission: How Suralink is Transforming Client Collaboration
Discover how Suralink's refreshed design and powerful new tools—like Workpaper Suite and Assessment Hub—are transforming client collaboration and helping firms close the Client Readiness Gap.
The Client Readiness Gap: What’s Really Slowing Down Your Engagements
Discover how the Client Readiness Gap is delaying engagements—and learn how leading firms are using Suralink’s integrated tools to streamline collaboration, reduce delays, and boost realization.
How Organizing Tax Documents Can Help You Drive Growth, Improve Customer Satisfaction, and Mitigate Risk
Discover how to organize tax documents efficiently to reduce risk, improve client satisfaction, and streamline your firm’s tax workflow with secure, scalable tools.
Introducing The Client Readiness Gap: Accounting’s #1 Problem, Explained by CEO Evan Fitzpatrick
The Client Readiness Gap is the inability to consistently get the right information from clients, on time and in the format needed to complete engagements efficiently. At Suralink, we’re not just building software, we’re here to help you close it and improve what client collaboration looks like at your firm.
Understanding the Types of Audit Opinions (and Why They Matter)
Learn about the four types of audit opinions—unqualified, qualified, adverse, and disclaimer—and why they matter for financial transparency, investor trust, and audit success.
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.
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.
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.
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.
.jpg)
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.
Suralink Introduces the CPA Industry’s First Fully Integrated Request-to-Test Solution, Redefining the Future of Client Collaboration
Suralink has unveiled its new product Workpaper Suite, AI automation and enhanced collaboration capabilities, and the industry’s first fully-integrated Request-to-Test solution.
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.
CBIZ Deepens Relationship with Suralink to Optimize Client Experience and Audit Workflows
Suralink announces that CBIZ, a leading consulting, tax, and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review, and other attest services, has expanded its adoption of Suralink with the purchase of 1,700+ additional licenses.
.png)
Suralink Honored with International Awards for Customer Excellence
Suralink takes home Gold TITAN Business Award and Silver Globee® Award.
Suralink Hits Major Milestone of 800,000 Users and 2 Million Engagements on Its Client Collaboration Platform
Suralink announced it now has 800,000 users who have collectively completed 2 million client engagements on its platform. This milestone is a testament to company's ability to address the biggest pain point accountants experience.
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.
.png)
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.
PrimeGlobal Announces Strategic Partnership with Suralink at Key EMEA Conference
PrimeGlobal announces strategic partnership with Suralink at key EMEA conference. Through the partnership, PrimeGlobal firms will receive access to exclusive content and insights from Suralink, enabling firms to drive more efficiency and a better client experience.
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.
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.
Suralink State of Audit Efficiency Report: CPA Firms Battle Budget Overruns, Eroding Realization Rates and Accurate Data Collection From Clients
Suralink released its first-ever State of Audit Efficiency Report. The report compiles survey results from full-time accountants in North America, highlighting challenges CPA firms are facing.
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.
.png)
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.
Suralink Announces New Head of Engineering, Amit Nayar
Suralink announces the appointment of a new Head of Engineering, Amit Nayar. With over 25 years of leadership experience in technology innovation and product development, Nayar brings a proven track record of delivering cutting-edge solutions that fuel business growth and improve user experiences.
.png)
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
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!
Suralink Announces the Industry’s First Fully Integrated E-Signature and Request List Solution, Further Streamlining Both Firm and Client Experience
Suralink announces the availability of the first fully integrated e-signature and request list solution in the industry.
-1.png)
Building Your Cloud-Based Audit Tech Stack with Trullion, Validis, and Suralink
Enjoy this panel of experts as they dive into the intricacies of AI, automation, and cloud based learning and how they are shifting accounting practices and processes.
.jpg)
Suralink Welcomes Erich Dietz and Jared Haleck as New Executive Leaders to Further Accelerate Growth and Innovation
Suralink announced the appointment of two new strategic leaders: Erich Dietz as Chief Revenue Officer and Jared Haleck as Chief Product Officer.
Suralink Named in 2024 Inc. 5000 List of Fastest-Growing Private Companies in America for Second Consecutive Year
Suralink, the leading request list and document management platform for professional service providers, announced it has again been named to the annual Inc. 5000 list that recognizes the fastest growing private companies in America.
Suralink Expands Industry’s First Open Platform With New Partnerships and Integrations to Connect Accounting Firms’ Most Critical Applications
Suralink, the leading client interaction platform for professional services firms, announced the expansion of its industry-first open platform with new product integrations and partnerships aimed at connecting firms’ most critical tech solutions, supporting greater efficiencies, and providing a seamless customer and firm experience.
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.
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.
Suralink Honored as Fastest Growing Tech Company at the 9th Annual 2024 Globee Awards for American Business
Suralink announced that it has been honored with a Gold award as the Fastest Growing Tech Company at the 9th Annual 2024 Globee® Awards for American Business. This prestigious award recognizes Suralink’s commitment to excellence and innovation in the industry.
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.
Suralink Appoints New CEO as It Announces Reaching an Important Growth Milestone
Suralink, the leading client interaction platform for professional services firms, announced the appointment of Evan Fitzpatrick as Chief Executive Officer.
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.
.jpg)
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.
Suralink Wins Gold in 2024 Titan Business Awards and Advances to International Accounting Awards Finals for Above-and-Beyond Customer Service
Suralink, the leading client interaction platform for accounting and other professional services firms, is proud to announce that it has won gold in the prestigious Titan Business Awards' Customer Service Team of The Year category. Additionally, the company is a finalist in the International Accounting Awards for best customer service.
Suralink Announces Accreditation With Institute of Chartered Accountants in England and Wales (ICAEW)
Suralink is proud to announce its accreditation with ICAEW - Institute of Chartered Accountants in England and Wales. This accreditation will strengthen Suralink’s position as a trusted leader in the request list management software space.
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.
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.
Suralink Harnesses Validis Solution to Power Data-Driven Engagements
Suralink announces integration between Request List Management and Secure File Sharing to enhance security and improve user experience for clients and firms.
Suralink Announces Open Ecosystem and Partner Network for Professional Services Firms
Suralink announces integration between Request List Management and Secure File Sharing to enhance security and improve user experience for clients and firms.
Suralink Announces Industry First Integration Between File Sharing and Request List Applications, Further Streamlining Firm-Client Collaboration
Suralink announced a first-of-its-kind integration between a dynamic request list and secure document exchange solution. Not only will it enhance the user experience for clients and increases efficiency for firms, but also significantly reduces the risk of manual errors.
RSM Leverages Suralink to Improve the Client Experience Using Suralink's Secure Document Workflow Platform
Suralink announced today that RSM US LLP is leveraging Suralink to increase effectiveness in document sharing while improving the client experience.
Suralink Honored With Two Stevie Awards in 2023 American Business Awards
Suralink® was named the winner of a Bronze Stevie® Award in the Customer Service Team of the Year & Company of the Year categories in the 21st Annual American Business Awards®.
Suralink Announces Release of Secure File Sharing With Microsoft Outlook Add-In
Suralink announced that it is releasing a new Microsoft Outlook Add-in for its Secure File Sharing product.
.jpg)
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.
.png)
Suralink Continues to Expand Leadership Team, Names Sefton Cohen as Chief Revenue Officer
Suralink announced it is continuing to expand its leadership team with the appointment of industry veteran Sefton Cohen to the position of Chief Revenue Officer.
Suralink Names Technology Growth Veteran Alex Terry as Chief Executive Officer
Suralink announced that Alex Terry has joined the company as the new Chief Executive Officer, and announced the retirement of Founder and CEO Tim Ballantyne. Ballantyne will remain on the board of the company, providing strategic guidance and insight.
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.
Using Tech to Differentiate When Hiring
Learn how you can hire and retain great talent by appealing to the younger generation of incoming accountants.
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.
.jpg)
Suralink and Luminate Capital Partners Announce Strategic Growth Investment
Suralink, the leader in request list and workflow management software for professional services firms, today announced that it received a strategic growth investment from Luminate Capital Partners.
Suralink Releases 24 New API Endpoints
Suralink is releasing 24 new API endpoints to help firms manage engagements and team members, allowing them to automate large parts of your process.
Suralink Honored as Bronze Stevie® Award Winner in 2022 American Business Awards®
Suralink was named the winner of a bronze Stevie Award in the Customer Service Department of the Year category in The 20th Annual American Business Awards.
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.
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.
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.
Suralink Named One of Utah’s Best Companies to Work For 2021 by Utah Business
Today Suralink announced it has been named one of Utah’s Best Companies to Work For by Utah Business.
Suralink Releases New Product to Make Requesting and Sharing One-off Files Simple and Secure
Suralink releases a new product called Secure File Sharing, designed to make sharing one-off files easy and secure. No file type or size limits.
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.
Suralink Continues to Lead the Industry in Innovation and Technology Adoption by Partnering with MNP
Suralink Continues to Lead the Industry in Innovation and Technology Adoption by Partnering with MNP, one of the largest firms in Canada.
Suralink Expands Global Footprint with New Cloud-Based Data Centers in Canada, Germany
Suralink today announced it has expanded its ability to service global firms with two new data centers in Germany and Canada.
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.
Suralink Honored as Bronze Stevie® Award Winner in 2021 American Business Awards®
Suralink was named the winner of a bronze Stevie® Award in the Company of the Year for Computer Software category in The 19th Annual American Business Awards® today.
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.
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.
Suralink, the Leading Workflow Software for Accountants, Receives Growth Equity Investment from Growth Street Partners
Growth Street Partners today announced a minority growth equity investment in Suralink, the leading provider of workflow software for the accounting industry.
Suralink Expands Support for Enterprise Clients With New Premium Offering That Includes Automation Rules and a Robust API
Suralink announced it has expanded support for enterprise-level clients with three new features: single sign-on, a robust API, and automation
.png)
Suralink and PKF Littlejohn Partner to Provide the Leading PBC Request List Management Software Solutions to Firms in Europe, the Middle East, and Africa
Provides firms across the globe with leading request list management technology and unparalleled support and region-specific expertise
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.
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.
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.
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.
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.
Understanding the basics: PBC request lists 101
Mastering the basics. Find answers to the fundamental questions about PBC lists.
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.
