Organize and automate requests. Send and request documents. Track progress.
The only all-in-one secure document exchange + request list workflow platform designed for the entire firm.
TRUSTED BY 850+ FIRMS GLOBALLY
Increase efficiency across the firm
Chances are your teams are wasting a lot of time chasing documents. With Suralink, you can quickly create and update request lists while keeping files organized. Our dynamic request lists, templates, and automated workflows ensure your teams are able to work quickly and efficiently.
“At the end of 2021, we surveyed employees about their experience using Suralink and found that on large audits, time spent managing the PBC list was cut in half.”
Darryl Humphrey, Ph.D.
PMP Advisor of Assurance Innovation, MNP
Improve the client experience
Having the best technology is about more than just cool bells and whistles. Suralink’s easy-to-use interface, drag-and-drop functionality, and organized, dynamic request lists make fulfilling document requests easy for clients. And clients that have a better experience are more likely to come back year after year.
“Everything I've heard on the client side has been positive. I've actually had a couple of clients say, "What took you so long to get something like this?”
Audit Supervising Senior, PP&CO
Understand the status of engagements
Optimizing resources and increasing efficiency requires your managers to have a comprehensive view of the status of their teams' engagements.
“The greatest thing about Suralink, hands down, is the status updates. There’s no ambiguity about where individual documents are and where an engagement is overall.”
Director of Internal Audit, Q2 ebanking
Keep sensitive information secure
You’re constantly working with clients’ sensitive information. With Suralink’s banking-level security and compliance built into every aspect of the Suralink platform—from file security to account integrity and privacy controls—you can feel confident knowing your data will always be protected.
“We obtain Suralink’s SOC2 report every year and review it for any exceptions. That brings a lot of comfort around data security. I also use it as a selling point for clients: ‘we’re using this secure platform, not just a random website.”
Audit Manager, Williams-Keepers
Differentiate your firm
Today’s world is more competitive than ever, which means there’s more pressure to stand out. Suralink helps you differentiate your firm during the proposal process and win more clients. As a bonus, having the latest technology will help you attract and retain new talent.
“We lost a proposal because we were using another vendor. However, the client ran into issues with their other firm, and they were back six months later. By that time, we’d moved to Suralink. The client was excited and we ended up winning the work.”
Chief Technology Officer, Aronson LLC
Why do 450,000+ users love Suralink?
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.