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.
No more lost documents. With Suralink, your clients can drag and drop files directly onto the PBC list, linking them with their respective request.
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.
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 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."
"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."
Our dynamic request list is integrated with a secure file hosting system for seamless document-request coordination.
Quickly and easily manage the lifecycle of each request. Easily track what’s been done and what is still outstanding.
Get a bird’s eye view of the document gathering process in real time and easily assess the progress of an engagement.
Increase the effectiveness of your client communication with the ability to add comments specific to each request.
Receive instant notification of any new activity performed and what happened while you were away.
You can always print or export your list for any reason. Managers can take it to meetings and clients can mark items off.
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 GANDZH PHILLIPS
"Unbelievably excellent technical support"
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.
Suralink boasts state of the art encryption, daily backups, and takes advantage of the latest security standards.
DAN MULLINIXGOULD KILLIAN
"Let me just say, you and your clients will LOVE this!"
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."
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."