Suralink
The leading client collaboration platform for professional service firms.
Overview
Suralink provides a secure, centralized platform for firms to manage client requests, share files, and track the status of engagements. It is designed to improve efficiency, enhance client experience, and ensure security and accountability throughout the document exchange process. The platform offers features like dynamic request lists, workflow automation, and secure user assignment to manage the lifecycle of each request. Suralink's Workpaper Suite integrates with Excel-based binders to automate data matching and streamline the review process.
✨ Key Features
- Dynamic Request List Management
- Secure File Sharing and Storage
- Workflow Automation and Approval
- Real-time Engagement Tracking and Visibility
- Excel Integration (Workpaper Suite)
- Electronic Signatures
- Configurable Templates and Rollovers
- Clear Audit Trail
🎯 Key Differentiators
- Purpose-built for managing request lists, not just file sharing.
- Intuitive interface for both the firm and the client.
- Reduces friction and improves efficiency in the document collection process.
Unique Value: Transforms the cumbersome process of managing PBC and document request lists from a major pain point into a streamlined, efficient, and professional client experience.
🎯 Use Cases (6)
✅ Best For
- Streamlining PBC (Provided by Client) list management for external audits.
- Improving collaboration and communication between audit teams and clients.
- Automating workpaper preparation and document matching.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that do not require client collaboration or document exchange.
🏆 Alternatives
Unlike generic file sharing tools, Suralink is built around the request list workflow, providing structure, tracking, and clarity that saves significant time for both auditors/accountants and their clients.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: NA
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