The easiest way to bridge the gap with your clients
Secure file transfer with requesting and workflow that increases firm realization and client satisfaction.
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"This is a breakthrough product that every CPA firm should be using." - WSRP
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.
Suralink’s dynamic PBC list is integrated into the secure file hosting platform. Import existing spreadsheets, create templates, and rollforward from year to year.
TRACK THE 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.
MANAGE YOUR TEAM
Eliminate unnecessary meetings. 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.
...All On A Single Platform.
Work with a CPA firm is an added task on top of a client's already busy work load. That's why duplicate requests and lost files can cause friction in your relationship. Clients expect you to be professional and organized at all times, but the tools firms typically use make that an uphill battle.
It takes a significant amount of time just to provide a status update, and you have to try to keep it up to date and accurate among several different people.
Using a spreadsheet to track client requests is time consuming and unreliable.
Standard client portals act as a place to dump files and folders, but do nothing to help organization or communication.
Searching for the right files is arduous and there's no way to know which document corresponds to which request.
Emails can easily get overlooked or lost in the shuffle. Most firms know this, but many continue to use email simply because standard client portals are so cumbersome to use.
Sending files through email is not only insecure, it's also disorganized and inefficient.
It worked great. We did not have one time when the auditors said 'I did not receive that file' and we knew at all times where we were with the audit. Instant update.
FRANKLIN BUILDING SUPPLY
That’s the first time I’ve used it and it was slick. Libby and Kris are raving about it – they love how easy it is! It’s way easier than previous methods of trading information.
Suralink does much more than simply transfer documents. Import, export, rollover, comment, whitelabel... Suralink is the most powerful client interaction tool available.
"Suralink has... resulted in improved client relationships and increased engagement efficiency."
"Suralink is one of the most impactful software systems that we have implemented..."
"This is a breakthrough product that every CPA firm should be using..."
"...makes each engagement significantly more efficient."
ELGEE REHFELD MERTZ
"It has greatly streamlined the PBC delivery and tracking process..."
Security is fundamental to your interaction with your clients and security is fundamental to our business. We employ state of the art security standards.
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To see Suralink in action, or for more information, contact us:
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