Suralink’s new product, Workpaper Suite, connects natively with Request List Management,allowing you to streamline your engagements from initial request to final review.
As part of our ongoing commitment to bring member firms the latest in accounting technology, we’re excited to share a powerful new solution from our partner, Suralink: introducing Workpaper Suite, launching June 2025.
Workpaper Suite is an Excel add-in that is fully integrated with Request List Management, for easy import and syncing of all your client-provided files into Excel.
It introduces automation to the most manual parts of your engagement, helping your firm:
●Auto-match client data and documents to perform workpaper procedures for faster testing and analysis
●Follow up with clients, access supporting documents, and manage PBC requests—all without ever leaving Excel
●Connect to any Excel-based workpaper software with no additional IT work required.
Suralink is also releasing several game-changing enhancements toRequest List Management including:
●AI-powered search across documents
●In-app document previews-no more downloading required!
●Team and client tagging to streamline communication and ensure alignment on actionable next steps
●A modernised UI and new request list view
As a BKR member firm, you gain early access to leading tools like this, and we’re excited to see how Workpaper Suite will help drive efficiency and collaboration across your engagements.
Interested in learning more? Schedule a demo and reach out to [email protected].
