Closing the Client Readiness Gap: Better Collaboration with Suralink’s Latest Updates

We are pleased to invite you to join us at this webinar organised in collaboration with our partner Suralink.

Suralink Workpaper Suite is an Excel add-in that integrates natively with engagement workpapers and Suralink’s Request List Management solution. Designed to automate data reconciliation, link supporting documents, and simplify client collaboration, Workpaper Suite enhances engagement efficiency from the initial PBC requests through to the preparation and review of workpapers.

Read the full press release here.

Today’s accounting firms are under increasing pressure to complete audits accurately and efficiently. But delays in client responsiveness, unclear expectations, and slow turnaround times for client requests continue to stall progress. These inefficiencies create bottlenecks, leading to missed deadlines, frustration, and engagement slowdowns.

Join us at this webinar, as we will explore:

The Client Readiness Gap—what it is and why it’s a growing challenge for firms.
How client-side delays and miscommunication impact engagement efficiency.
Suralink’s latest innovations that automate workpaper preparation, streamline reviews, and improve client collaboration.

About Suralink:

Suralink is the leading client collaboration platform, streamlining workflows for audit, tax, and advisory teams. With Request List Management and the Workpaper Suite, teams can manage document requests, automate the preparation of workpapers, and facilitate seamless collaboration with clients. Suralink enhances efficiency, minimises manual effort, and ensures smoother engagements from initial request through to final review.

Corey Martinson

Shareholder

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