List of Suralink Workpaper Suite Customers
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United States
Since 2010, our global team of researchers has been studying Suralink Workpaper Suite customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Suralink Workpaper Suite for Document Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Suralink Workpaper Suite for Document Management include: Baker Tilly Advisory Group, a United States based Professional Services organisation with 43000 employees and revenues of $5.20 billion, CBIZ, a United States based Professional Services organisation with 6500 employees and revenues of $1.41 billion, Elliott Davis, a United States based Professional Services organisation with 1000 employees and revenues of $280.0 million and many others.
Contact us if you need a completed and verified list of companies using Suralink Workpaper Suite, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Suralink Workpaper Suite customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Baker Tilly Advisory Group | Professional Services | 43000 | $5.2B | United States | Suralink | Suralink Workpaper Suite | Document Management | 2021 | n/a |
In 2021, Baker Tilly Advisory Group implemented Suralink Workpaper Suite to manage PBC requests and secure document exchange for audit and assurance engagements in the United States. The deployment uses Suralink Workpaper Suite within Suralink customer portal workflows and a cloud-hosted document management model consistent with the Document Management category, providing centralized access for engagement teams and clients. The implementation emphasized engagement-level portals and permissioned client access to streamline external document intake and exchange.
Functional capability usage includes PBC request management, secure file exchange, structured workpaper organization, task tracking for responses, and role based access controls to support audit and assurance business functions. Module usage for the Suralink Workpaper Suite is inferred from Baker Tilly presence on Suralink customer portals and company level references rather than a named Workpaper Suite case study, aligning with standard Document Management workflows used by professional services firms. Operational scope centers on Baker Tilly audit and assurance teams in the U.S., and reported outcomes include improved client collaboration and document workflow efficiency, with governance focused on centralized request orchestration and permission management to streamline engagement processes.
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CBIZ | Professional Services | 6500 | $1.4B | United States | Suralink | Suralink Workpaper Suite | Document Management | 2021 | n/a |
In 2021, CBIZ implemented Suralink Workpaper Suite to centralize request-list management and improve audit engagement workflows across its U.S. locations. The deployment positioned Suralink Workpaper Suite as the firm's Document Management solution for audit and client-collaboration use cases.
Adoption expanded to encompass workpaper management and client collaboration capabilities commonly associated with Suralink Workpaper Suite, enabling centralized evidence collection, request tracking, and secure client exchanges. Configuration work focused on request-list templates, shared workpaper repositories, and role-based access controls to support consistent audit file assembly and client interaction workflows.
CBIZ purchased more than 1,700 additional licenses during the expansion, extending operational coverage across audit teams and client-facing professionals in multiple U.S. locations. The firm reported significant reductions in time spent following up on open items, indicating improved engagement coordination and client response management.
Governance moved toward centralized request-list ownership and standardized engagement workflows, refining handoffs between engagement managers and client service teams. The Suralink Workpaper Suite implementation centralized tracking and accountability for document requests, supporting audit execution and client collaboration under a single Document Management platform.
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Elliott Davis | Professional Services | 1000 | $280M | United States | Suralink | Suralink Workpaper Suite | Document Management | 2022 | n/a |
In 2022, Elliott Davis implemented Suralink Workpaper Suite. The deployment uses Suralink Workpaper Suite in the Document Management category to centralize audit and tax document collection and review across the firm s U.S. engagements.
Implementation signals indicate the firm leverages core Document Management capabilities consistent with Suralink Workpaper Suite, including secure client portal access, workpaper management, checklist automation, review workflows, and file version control. Module usage of Suralink Workpaper Suite is inferred from Elliott Davis published testimonial language and the public customer portal link, rather than from a named Workpaper Suite case study.
Elliott Davis exposes a Suralink customer portal link on its public website, which operationalizes client intake and routes secure files into the document management workflow. The rollout covers audit and tax business functions and is applied at the engagement level across U.S. service delivery, enabling centralized collection and review processes for client documents.
Governance and process signals point to standardized collection and reviewer assignment workflows consistent with Document Management best practices, supporting audit trail and access controls. The firm cites time savings from Suralink in customer testimonials, which provides an explicit outcome tied to the Suralink Workpaper Suite implementation.
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