Suralink, an agentic automation platform for accounting firms and their clients, has unveiled Client Data Vault, a client-owned archive that preserves audit data within Suralink’s Request List Management platform.
A problem many accounting firm clients face is not being able to access files submitted during previous engagements, forcing them to re-create 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, the company says. Clients can view prior-year submissions alongside current requests, improving submission accuracy and reducing prep time.
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“Suralink pioneered the Request List Management platform category because we saw that client collaboration was the biggest unsolved problem in audit efficiency,” Ryan Smith, chief customer officer at Suralink, said in a statement on May 19. “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.”
According to Suralink, 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% to 30% reduction in total client preparation time.
- 15% to 20% drop in administrative follow-up for firms.
- Up to 30 hours saved on complex audits and 15% recovered on tax engagements.
More information about Client Data Vault can be found here.
Photo credit: Suralink/LinkedIn
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Tags: Accounting, accounting firms, audit, Automation, Suralink, Technology
