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Audit

Simplify and Improve the Audit Experience for Your Firm and Your Clients

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Company Profile

Industry
Accounting
Employees
110
Since
1985
Location
Salt Lake City, UT

The Challenge

Stop Struggling with Document Sprawl

Document sprawl is real. In just a single engagement, you may need to exchange dozens, if not hundreds, of documents with clients. In fact, recent research proves that the average auditor spends at least 20 hours per engagement just managing documents.

Understanding where each document is in the process, when it was submitted, if it’s accurate, and if it needs to be adjusted takes time that you could be spending with your clients or on more important tasks.

Since implementing Suralink, clients overall have had a much better experience with our audits. We’re more on top of the audit and we get through stuff a lot quicker. Suralink has definitely improved the process and I stand behind it 100%.
Brandon Keyes
Senior Auditor, WSRP
 

The Solution

Streamline and Simplify Document Requests and Audits

Suralink is an automated document exchange and request list management solution built specifically for auditors. Now you can create, manage, track, and share documents with clients and other stakeholders in your firm easily and efficiently. Suralink ensures that your audit is always on track so you can spend your time on the interactions that matter.

Dynamic request list management
All your client requests are in one place, updated in real-time, and accessible by everyone involved in the engagement.
Integrated e-signature
Allow your firm and clients to securely e-sign documents 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.
Engagement 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.

Case Study

Maximizing Efficiency for a Better Audit Experience

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Support for Every Document. Every Audit. Every Time.

No matter the type of audit you're working on, Suralink can help you streamline and simplify the process, so you can spend more time on the interactions that matter.

Benefit plan
Financial statement
Financial
Reviews and compilations
SEC audits
SOC audit and compliance
Mergers and acquisitions
A-133
Cybersecurity
Forensic audits