SALT LAKE CITY – October 21, 2025 – Suralink, the leading client collaboration platform for accountants, today announced the next evolution of its platform with new AI capabilities in Workpaper Suite and Assessment Hub, two solutions that have seen rapid adoption among top accounting firms since their launch earlier this year.
Designed to help firms close the Client Readiness Gap, these innovations bring advanced automation and AI directly into engagement workflows, improving efficiency, accuracy, and client collaboration from request to test.
“These solutions continue to redefine how accounting teams manage engagements,” said Evan Fitzpatrick, CEO of Suralink. “We’re delivering practical tools with AI built into existing workflows; helping to eliminate friction from the engagement process, allowing firms to expand capacity and focus on higher-value work while maintaining the highest standards of accuracy and client trust.”
New Capabilities in Workpaper Suite
Suralink’s Workpaper Suite, which has already reported a 35% time savings in workpaper preparation and review, now includes several powerful additions that expand its testing and review capabilities, eliminating manual steps and reducing errors:
Coming soon to Workpaper Suite are expanded AI capabilities, including:
Assessment Hub Continues to Drive Engagement Efficiency
Providing a 50% time savings among users during document review and collaboration, Suralink’s Assessment Hub continues to receive strong adoption among users. Firms cite the File Previewer, Pinned Comments, and Ask Anything features as game-changers for streamlining document review and collaboration.
“Assessment Hub had an immediate impact on our firm,” said Sarah Slager, CPA and Senior Associate at Katz, Sapper & Miller. “We’re spending less time reviewing supporting client documentation and have eliminated the drawn-out back-and-forth that used to slow down engagements."”
The latest platform advancements are a testament to Suralink’s commitment to help firms close the Client Readiness Gap, equipping them with connected, secure, and intelligent systems to deliver faster, higher-quality engagements.
"Assessment Hub has delivered an immediate and measurable impact on our efficiency," says Andrew Strack, Assurance Associate at Dean Dorton. The ability to leverage tools like the File Previewer and enhanced communication features has allowed us to significantly reduce time spent on documentation review. We have accelerated our engagements and achieved a meaningful reduction in our overall workflow cycle time.”
To learn more about Suralink and its new capabilities, visit suralink.com.
About Suralink
Suralink is the leading client collaboration platform for today’s accountants and is dedicated to addressing the Client Readiness Gap. Suralink’s secure platform centralizes request and document management, enables workpaper preparation and review, improves visibility and accountability, and ensures teams and clients stay aligned and collaborative throughout engagement progress.
With enterprise-grade security and an easy-to-use interface, Suralink's award-winning client collaboration platform helps firms drive growth, increase profitability, improve customer satisfaction, and mitigate risk.
Suralink's open platform is leveraged by more than 800,000 users worldwide.
Contact Information
Meghan Mitton
Head of Marketing
meghan.mitton@suralink.com
801-203-0002