Cherry Bekaert Elevates the Client Experience and Amplifies Technology ROI with Suralink

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SALT LAKE CITY--(BUSINESS WIRE)--Oct 29, 2025--

Suralink, the leading client collaboration platform for accountants, today announced that Cherry Bekaert, one of the nation's largest accounting and advisory firms and a Top 20 Firm by Accounting Today, is using Suralink to streamline how it collaborates with clients, creating a more consistent and efficient experience across audit, tax, and advisory service lines. By integrating Suralink with its broader technology stack, Cherry Bekaert has further improved productivity, profitability, and overall returns on its technology investments.

With more than 75 years of experience, Cherry Bekaert has built a reputation for delivering digitally enabled, industry-aligned solutions to help middle-market businesses grow and succeed. As the firm expands nationally, it remains committed to creating a frictionless experience for all of its clients across all lines of service. By increasing its Suralink licenses to more than 1,700 and integrating the platform with other mission-critical systems, Cherry Bekaert has simplified and enriched the way it services clients.

“Technology plays a critical role in how we continue to scale and deliver real value to our clients,” said Tara Edwards, Chief Transformation Officer at Cherry Bekaert. “By placing Suralink at the core of our collaboration process and integrating it with our tech stack, we’ve been able to provide a consistent client experience and increase the visibility of our engagements among our teams.”

Designed to redefine how firms and clients work together, Suralink combines intuitive collaboration, automation, and workflows with deep integration capabilities, delivering efficiency for accounting teams and a smoother experience for clients. Its robust API framework, built on the REST standard and offering more than 50 endpoints, allows firms, including Cherry Bekaert, to eliminate repetitive tasks, gain data-driven insights, and deliver faster, more consistent engagements and results for clients.

To learn more about how firms like Cherry Bekaert are using Suralink to transform client collaboration, visit suralink.com.

About Suralink

Suralink is the leading client collaboration platform for today’s accountants and is dedicated to addressing the Client Readiness Gap. Suralink’s secure platform centralizes request and document management, enables workpaper preparation and review, improves visibility and accountability, and ensures teams and clients stay aligned and collaborative throughout engagement progress.

With enterprise-grade security and an easy-to-use interface, Suralink's award-winning client collaboration platform helps firms drive growth, increase profitability, improve customer satisfaction, and mitigate risk.

Suralink's open platform is leveraged by more than 800,000 users worldwide.

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CONTACT: Meghan Mitton

Head of Marketing

[email protected]

801-203-0002

KEYWORD: UTAH UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: PROFESSIONAL SERVICES SECURITY TECHNOLOGY SOFTWARE FINTECH ACCOUNTING

SOURCE: Suralink

Copyright Business Wire 2025.

PUB: 10/29/2025 08:00 AM/DISC: 10/29/2025 08:00 AM

http://www.businesswire.com/news/home/20251029525662/en