With Suralink, when the client uploads a document, we can see it immediately. Now we don’t have to request the same document two or three times.

Suralink enables us to focus on the things machines can’t do—like serving clients. We now spend time helping clients instead of tracking open items.

Suralink provides organization and clarity to the process of gathering information, resulting in improved client relationships and increased efficiency.

We found the best solution out on the market. It really helped organize a disorganized part of our processes. It checked all the boxes we were looking for.

Even if you only have 10 items, using Suralink is still easier and more efficient than using email. Not to mention how much peace of mind you get.

I’ve used Suralink multiple times to coordinate with our CPA and it makes the interactions and required documents much more convenient and clear.

Thanks to Suralink our audit process has been streamlined and the communication with our auditors has been improved and simplified.