Pricing Plans

Every company and team has different needs. Reach out to us, and we can find the right plan for you.

Packages

Standard

Request List Management

Dynamic request list management
Client access and request list views
Templates
Roll forward
High priority requests
Customizable user portal
Individual user assignment
Integrated chat/comments
Instant notifications
Real-time dashboards
Automation
Approval workflows
Bulk download
Archive engagements
Full audit trail
Report delivery
Cloud based–access from anywhere
SSO for firms
File previewer
(basic)

Services

Webinar-based training

Everything included in the Suralink platform

MOST VALUE

Professional

Request List Management

Everything in Standard, plus:
Professional features:
File previewer (advanced), featuring quick nav + advanced search
Pinned and tagged comments
Ask anything (utilizes AI)

E-signature

KBA
User permissions
Automated reminders
Certificate of completion
Full audit trail
Guest signer

API access (3k calls per 5 mins)

50+ API endpoints

Technology integrations

Trullion, DataSnipper, Materia

Services

Customized implementation and training plan (up to 3 live training sessions)
Assigned CSM

Everything included in the Suralink platform

Products

Workpaper
Suite

Integration + file syncing with Request List Management
Data matching
Data linking
Data extraction
File previewer
Pinned and tagged comments
OCR capabilities (Microsoft Word and Excel, PDFs, JPEG, PNG, and more)
Integration with Excel-based workpapers

Secure File
Sharing

Unlimited file transfer
Personalized links
Document preview
Link regeneration
Bulk upload and download
Integration with Request List Management
Integration with Microsoft Outlook
Web-based access

Suralink Platform

Unlimited client users
Unlimited storage
Unlimited file types and sizes

Basic reporting
Enterprise-level security
Basic implementation

In-app tutorials
Live chat
Email support for firm and client users

READY TO GET STARTED?

Contact our team today to explore how we can work together.