Suralink, a client collaboration platform for accountants, has unveiled a fully-integrated Request-to-Test solution designed to address the Client Readiness Gap in the CPA industry.

The newly unveiled solution, a first for the CPA industry, consists of the Workpaper Suite product and an array of new AI automation and collaboration features known as Assessment Hub.

Suralink’s Workpaper Suite is integrated with the company’s Request List Management solution and extends Suralink’s cloud platform and collaboration capabilities into desktop Excel.

The suite offers automated testing, document matching, and improved productivity, security, and client collaboration throughout the engagement process.

Features of the offering include automated document syncing, seamless collaboration via pinned comments in Excel, cloud-based storage, and AI-powered document analysis.

Meanwhile, the Assessment Hub, available within its flagship Request List Management product, offers capabilities such as quick file preview, smarter collaboration with pinned comments and AI-powered search.

The collection also aids in offering enhanced user interface for both firm and client users.

Both Workpaper Suite and Assessment Hub are in the early access stage and will be made available for firms in the coming weeks.

Suralink CEO Evan Fitzpatrick said: “For years, accounting firms have struggled with inefficiencies in the engagement process that have steadily eroded profitability and the client experience.

“With Workpaper Suite and our fully-integrated Request-to-Test solution, we’re closing these critical gaps while also setting a new standard for efficiency and collaboration—for firms and their clients. The launch of Workpaper Suite is just the first mile marker on a larger, innovative product roadmap we look forward to delivering.”

In May 2023, Suralink was selected as a strategic partner with Moore Global in Europe, following a successful ongoing relationship with Moore North America.