Disconnected workflows are one of the biggest barriers to AI adoption in audit.
Client information gets exchanged in one system, managed in another, and analyzed in a third. This creates manual handoffs, duplicated effort, and lost context along the way.
We're partnering with Suralink, the agentic platform trusted by 800,000+ users and 60% of the top 200 accounting firms, to help close that gap.
Through a planned integration, Suralink's client collaboration and document exchange will connect directly with Engagement Manager. A separate integration will bring client provided information into CoCounsel Tax, Audit & Accounting. This will allow audit teams to move from client request to AI powered analysis without manually moving a single document.
As a result, audit professionals will move from request to execution to analysis with more speed, more confidence, and none of the friction of switching systems.
Learn more:
ow.ly/JAHJ50ZO4c1