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Workpaper Suite

Seamlessly integrate, automate, and optimize workpaper preparation and review

Workpaper

Optimize workpaper preparation and boost collaboration

Streamline workpaper prep, enhance client collaboration, and reallocate time savings to high-value tasks, boosting efficiency and productivity across your team.

Seamlessly match and extract data from client support documents (PDFs, image files, etc.) to your workpapers. This allows you to automate sample testing, population analysis, and workpaper preparation while minimizing manual errors for enhanced accuracy and faster results.
Easily add comments from your workpapers, directly linking them to Suralink’s Request List Management. This enhances real-time client collaboration and improves communication, helping teams resolve questions quickly and reduce delays.
Native integration with any Excel-based workpapers enables your teams to work efficiently across diverse platforms without disruption.
workpaper optimize

Create an efficient review process for managers and partners

Effortlessly manage review cycles with easy access to linked documents that ensure smooth collaboration across engagement team members.

Eliminate the frustration of hunting down files with linked support documentation and built-in document previews. When a client updates a file, it's automatically synced into your workpaper, making the review process smoother, faster, and more organized.
Leverage an intuitive platform integrated with Suralink's Request List Management, offering a unified, all-in-one experience without compromising on workflow efficiency.
workpaper efficient

Suralink's Workpaper Suite helps firms:

  • Stay on budget and on schedule
  • Elevate the client experience
  • Maximize team capacity
  • Boost engagement realization
  • Safeguard client data and prioritize compliance
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Experience Workpaper Suite in action

See how Suralink’s Workpaper Suite streamlines workpaper preparation and review—reducing inefficiencies, improving accuracy, and maximizing engagement realization.

workpaper experience

Frequently Asked Questions

General Functionality & Integration

Suralink Workpaper Suite seamlessly embeds within Excel, allowing users to link workpapers directly to client request documents stored in Suralink. This eliminates the need to manually track support files and ensures that all linked documentation stays up to date.
You can match and extract data from PDFs, image files, scanned documents, and other client-provided support files, automating sample testing and reducing manual data entry.
Yes, comments made in Workpaper Suite can be linked directly to Suralink’s Request List Management solution, improving engagement team collaboration and providing clear audit trails for client interactions.
When a client uploads a new version of a document to Suralink, Workpaper Suite automatically syncs the latest file to your Excel workpaper, ensuring that your references and calculations remain accurate and up to date.
While Excel collaboration depends on your firm’s setup, Workpaper Suite ensures all linked files and client responses stay synchronized, reducing version control issues and redundant work.

Security & Compliance

Suralink's Workpaper Suite follows enterprise-grade security standards, including encryption for all stored and transmitted data. It also maintains audit trails for linked documents, ensuring compliance with firm policies and regulatory standards.
Yes, a Suralink account is required to access Workpaper Suite, as it directly integrates with the Suralink platform for document management and engagement tracking.
Yes, Workpaper Suite supports SSO, allowing users to authenticate with their existing firm credentials for a secure and seamless login experience.
Workpaper Suite is designed to handle large data sets commonly used in audit and tax engagements. However, firms should follow their internal data storage policies when managing extensive client files.

Efficiency & Productivity

Workpaper Suite automates data extraction, sample matching, document linking, and version control, reducing the time spent on manual workpaper preparation and review.
Yes, Workpaper Suite enables automated sample selection and data matching, streamlining audit and tax testing procedures while improving accuracy.
By linking support files directly to workpapers and syncing client updates in real time, Workpaper Suite eliminates the need to search for missing documents, making reviews faster and more efficient.
With automated data matching, built-in document previews, and real-time syncing, Workpaper Suite reduces the risk of referencing outdated or incorrect information in workpapers.

Technical Requirements & Compatibility

Workpaper Suite is compatible with modern versions of Excel, including Microsoft 365 and Excel 2019+.
While Workpaper Suite is built to integrate seamlessly with cloud-stored documents in Suralink’s Request List Management tool, it also supports locally stored files for data matching, linking, and other key functions (excluding pinned or tagged comments).
Currently, Workpaper Suite is optimized for Windows-based Excel environments. Mac support may be available depending on your firm's Excel configuration.

Business Impact & Adoption

By automating workpaper preparation and review, Workpaper Suite reduces inefficiencies, accelerates turnaround times, and enables firms to complete engagements on schedule, improving realization rates.
Suralink provides onboarding resources, training webinars, and dedicated support to help firms successfully implement and maximize the benefits of Workpaper Suite.