New for firms · Launching Summer 2026

Client Data Vault

Your clients now have their own space in Suralink. Close the prior-period gap your engagement teams keep running into — without involving your firm.

Every engagement, your team hears the same question.

"Can you send me what we submitted last year?" It comes from controllers, finance directors, and prep teams — and your engagement managers know the answer they're required to give.

Under AICPA Rule 1.295.143, your firm must terminate client access to portal data after the engagement closes. So your team navigates the request, declines it carefully, and the client starts from scratch. Again.

That cycle has compounding costs: first-attempt client submissions come back incomplete more than half the time. PBC delays creep in. Realization erodes.

Client Data Vault

A space for your clients, structured to protect your firm.

Client Data Vault is an optional Suralink subscription purchased directly by your clients. They get permanent, 24/7 access to their own submission history and a Past Submissions tool that surfaces last year's files side-by-side with this year's requests. Your firm has no role to play in the transaction — and no visibility into the space.

Client-owned, client-controlled
Subscribed to directly by the client. Owned entirely by the client. Your firm is not a party to the relationship.

Zero burden on your team
No new workflow, no IT review, no training. Client support questions go directly to Suralink.

Independence by structure
Developed in consultation with the AICPA and vetted by multiple Top 100 firms. Your firm is not providing hosting services.

Discovered and purchased in-app Clients are able to procure their own Client Data Vault directly within Suralink.

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The structure is the differentiator.

Client Data Vault was built on the assumption that your independence position is non-negotiable. The three-party structure is the reason it works — and the reason no adjacent storage tool can replicate it.

Because the client purchases directly from Suralink — and nothing flows through your firm — your firm is not providing hosting services under AICPA Rule 1.295.143. Client Data Vault was developed in consultation with the AICPA and has been vetted by multiple Top 100 firms. The independence brief, written for your risk and compliance reviewers, is available from your CSM.

Inside the workspace, the experience is one click deep.

Past Submissions live inside the request workflow your engagement teams already build for clients in Suralink. There's no new system, no parallel tool, no workflow your firm needs to support.

Engagement Impact

A space for your clients, structured to protect your firm.

Early reporting from beta firms and their clients points to the same outcome on both sides of the engagement: more accurate first-attempt submissions, less back-and-forth, and lower exposure on prior-period asks.

Faster, more accurate client responses
Clients walk into engagements with their own context. First-attempt accuracy improves and PBC follow-ups drop.

Reduced burden on engagement teams
Fewer prior-period file requests routed through your engagement managers. More time on billable work.

Lower independence risk on prior-period asks
The client owns the archive. Your firm doesn't touch it. Prior-period requests stop creating AICPA hosting decisions.

Continuity through staff turnover
Institutional memory persists in the client's Vault — surviving team changes on either side of the engagement.

Request a Demo

Contact us Hello to the all-in-one request list and document workflow management platform.

Submit the form to learn more!