New product preserves prior-year submissions and request history, reducing client friction and improving audit engagement efficiency

Suralink, the agentic automation platform for accounting firms and their clients, today announced Client Data Vault, a first-of-its-kind, client-owned archive that preserves audit data within Suralink’s Request List Management platform. Client Data Vault builds on Suralink’s trusted role at the center of audit, tax, and assurance engagements.

Today, 43% of accounting firm clients cannot access files submitted during previous engagements, forcing them to recreate documentation and reinterpret requests year after year. This results in extended engagements, rework, and frustration.

Client Data Vault addresses the problem with an automated, side-by-side comparison directly within Suralink. Clients can view prior-year submissions alongside current requests, improving submission accuracy and reducing prep time.

“Suralink pioneered the Request List Management platform category because we saw that client collaboration was the biggest unsolved problem in audit efficiency,” said Ryan Smith, Chief Customer Officer at Suralink. “Client Data Vault gives clients the institutional records they need to show up prepared every year, without starting over. It helps close the readiness gap and stop the rework cycle before it starts.”

More than half of engagement requests are returned incorrectly or incompletely on the first attempt, creating unnecessary rework and delays. Early Client Data Vault results show:

• 85% improvement in first-time submission accuracy
• 20–30% reduction in total client preparation time
• 15–20% drop in administrative follow-up for firms
• Up to 30 hours saved on complex audits and 15% recovered on tax engagements

Client Data Vault helps close the Client Readiness Gap by enabling accounting firms and their clients to work side by side, rather than back and forth. To learn more, visit https://www.suralink.com/client-data-vault.

About Suralink

Suralink is the agentic automation platform for accounting professionals and their clients. By unifying the entire request-to-review process, Suralink replaces manual, fragmented workflows with a secure, centralized, and intelligent environment for managing requests, automating testing and review, and delivering a world-class experience for clients. The platform’s configurable AI agents help stakeholders, teams, and clients pre-screen documents, validate data consistency, and surface critical insights throughout the entire engagement lifecycle.

Trusted by more than 800,000 users worldwide, Suralink helps firms drive growth, mitigate risk, and deliver their most efficient engagements ever.

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