Workflow Software for Accountants

Thousands of CPA s from the nations leading accounting firms use Suralink to manage
PBC request lists, securely transfer documents, and improve client experience.

Workflow Software for Accountants

Thousands of CPA s from the nations leading accounting firms use Suralink to manage PBC request lists, securely transfer documents, and improve client experience.

Our clients have securely transferred over documents using Suralink.

Suralink Increases Realization While Improving Client Relationships

The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting to deliver a more efficient and organized engagement. For the first time, everyone involved has a real time view of the document collection process.

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Make Requests

Suralink's dynamic PBC list is integrated into the secure file hosting platform. Import existing spreadsheets, create templates, and rollforward.

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Receive Documents

No more lost documents. With Suralink, your clients can drag and drop files directly onto the PBC list, linking them with their respective request.

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Track Engagement

Now you can track the progress of individual requests in real-time, as well as monitor the step-by-step interaction of your team on any given document.

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Manage Your Team

Suralink makes it easy to assign sections to your clients and staff, and provides the ability to monitor the progress of every facet of the job in real-time.

  • Patrick Hall Armanino LLP

    PATRICK HALLARMANINO LLP

    "Suralink has been a great tool for our team to interact with our clients. It provides organization and clarity to the process of gathering information, resulting in improved client relationships and increased engagement efficiency."

  • James Montoya - REDW

    JAMES MONTOYAREDW

    "Suralink is one of the most impactful software systems that we have implemented. It is easy to use and it allows us to collaborate with clients more effectively."

Why Choose Suralink?

Simple: to provide your clients with the best engagement experience possible.

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Features

The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting  with  real-time updates.

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Benefits

Your clients love how easy it makes the process, your team loves how much faster they can work.

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Security

Suralink boasts state of the art encryption, daily backups, and takes advantage of  the latest security standards.

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    JIM BUDGEWSRP

    "Suralink has greatly increased our efficiency and we have received a great deal of positive feedback from our clients. This is a breakthrough product that every CPA firm should be using."

  • Bret Carr Hertzbach

    BRET CARRHERTZBACH

    "Our clients love the easy interface and the accountability for each request. It keeps both sides of the engagement on their toes and assists in expediting the request turnaround exponentially."

Suralink's Features

Suralink works with audit, tax, and consulting professionals to drive development based on their feedback. This results in a platform that directly improves your process and adds value to your clients. Simply the most efficient workflow software for accountants!

Dynamic Request List

Our  dynamic request list is integrated with a secure file hosting system for seamless document-request coordination.

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Approval Workflow

Quickly and easily manage the lifecycle of each request. Easily track what’s been done and what is still outstanding.

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Dashboard

Get a bird’s eye view of the document gathering process in real time and easily assess the progress of an engagement.

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Easy Communication

Increase the effectiveness of your client communication with the ability to add comments specific to each request.

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Timeline & Notifications

Receive instant notification of any new activity performed and what happened while you were away.

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Export

You can always print or export your list for any reason. Managers can take it to meetings and clients can mark items off.

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  • MertzM13

    MAX MERTZELGEE REHFELD MERTZ

    "Suralink has greatly streamlined the PBC delivery and tracking process for engagements from 50 client-prepared documents to 500. Clients have relayed their appreciation of Suralink."

  • Chris Gan DZH Phillips

    CHRIS GANDZH PHILLIPS

    "Unbelievably excellent technical support"

Benefits for CPA Firms

Workflow management software that improves efficiency for audit, consulting, and tax professionals. Suralink streamlines the PBC process and transforms the way CPA firms interact with their clients.

  • Improved client experience
  • Know the status of each request in real-time
  • All documents are linked to their respective request
  • Unparalleled live support for you and your clients
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  • Kevin Wong Gilbert Associates

    KEVIN WONGGILBERT & ASSOCIATES

    "Suralink helps us stand out from the crowd. For prospective clients, we include a paragraph in our proposals that lets them know that through our use of Suralink, they will no longer have to deal with duplicate file requests and uncertainty about the status of open items."

  • John Baer Hawkins

    JOHN BAERHAWKINS

    "We have noticed more responsiveness from our clients and it is so much easier to manage a job and determine the progress quickly. Clients have also commented on how organized we are and that they have a better picture of what is needed and not needed."

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State of The Art Security

Suralink boasts state of the art encryption, daily backups, and takes advantage of the latest security standards.

  • Data stored and transferred with AES 256-bit encryption
  • Fail-safe encrypted data backups offsite on a daily basis
  • Servers housed in SSAE16 Type II SOC1, SOC2 data centers
  • Servers actively monitored and IDS systems are used
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    DAN MULLINIXGOULD KILLIAN

    "Let me just say, you and your clients will LOVE this!"

  • Steve Hanni Stayner Bates & Jensen

    STEVE HANNISTAYNER BATES & JENSEN

    "We would highly recommend this tool to any firm that is looking for ways to become more efficient and to improve the overall communication with their clients."

Join the thousands of CPAs and accounting firms already using Suralink

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  • Randy Million Ripley Doorn & Co

    RANDY MILLIONRIPLEY DOORN & CO

    "We have been very impressed with Suralink. It has provided an effective communication platform for our clients and has streamlined the process of gathering and organizing information. Clients have quickly adapted to providing us with information using Suralink."

Get In Touch

You can find our email and phone number in the footer, or you can fill out
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