The only request list and document workflow platform
Organize and automate your requests. Share documents. Track progress.
Request List Management
Automate the request list and document workflow process
- Unlimited client users
- Unlimited file size and storage
- Integrated chat
- Templates and rollovers
Securely send one-off files via a secure link
- Bulk upload and download
- Web-based access
- Unlimited file transfer
- Document preview
Stop wasting time chasing documents
Whether you’re attempting to manage hundreds of documents or trying to track the status of an engagement, Suralink’s dynamic workflow solution will help you reduce the amount of time and effort required to keep engagements on track.
Organize & Automate Requests
Create document request lists and set timelines of completion so documents stay on track.Learn More
Add clients and firm users to projects so they know what documents to provide and when.Learn More
Share and Upload Files
Securely transfer and store an unlimited amount of documents by dragging and dropping.Learn More
Get instant updates and follow the progress of requests. Communicate through integrated chat.Learn More
Why do 260,000+ 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.