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.
Request a DemoEvery 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.
When I saw the Client Data Vault, I'm like — we need to connect on this. It can resolve an issue our teams are feeling and mitigate potential litigation risk for us.
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.
Independence by structure
Developed in consultation with the AICPA and vetted by multiple Top 100 firms. Your firm is not providing hosting services.
Zero burden on your team
No new workflow, no IT review, no training. Client support questions go directly to Suralink.
Discovered and purchased in-app
Clients are able to procure their own Client Data Vault directly within Suralink.
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.
Client opens this year's request
The same request list experience your firm sets up — and your client already uses — in Suralink. Nothing changes about how your engagement is run.
Clicks "Past Submissions"
A private side panel opens, showing every prior submission for that engagement, side-by-side with the current ask. The panel is visible only to the subscribing client.
Self-serves the answer
Client reuses, references, and responds — without emailing your firm to request prior-period files. PBC turnarounds tighten. Independence stays clean.
Having access to this information has saved me a lot of stress and time — being able to see what was uploaded for each request rather than guessing what we would need to upload. It is a great tool to have.
Less rework. Faster engagements. Better realization.
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.
Reduction in client engagement prep time*
Staff hours recovered per cycle*
say prior submissions improve accuracy*
*Beta reporting. Source methodology available on request.
If someone else had to come in, and I was no longer available to ask questions to, it would double the amount of time we spend in our audit.
Transform how your teams work with Suralink.
Close the Client Readiness Gap for you and your team.
Request a Demo