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Securely and Easily Gather and Track Tax Documentation

sikich-tax elli-tax uhy-tax TaxHorne arm-tax

Company Profile




San Diego, CA

The Challenge

Securing and Tracking Sensitive Tax Documentation

Keeping tax documents organized is difficult, and transferring that sensitive information securely can be even harder. With dozens, if not hundreds of documents per engagement, and many of them being submitted by clients throughout the year, it can be easy to lose track of what you have (or haven’t) received.

Whether you’re managing complex corporate clients with hundreds of documents or handling individual engagements with a few documents each, you need a simple, secure way to request and track tax documents.

Tax documents obviously have to be very secure. And Suralink is the safest portal we’ve found. It’s also just very easy for the tax team to use.
Garima Pathak
Operations Manager, Harshwal & Company, LLP

The Solution

Tax Document Exchange and Tracking

Suralink is an automated request list management solution that enables you to manage, track, and share tax documents with clients easily and efficiently.

Suralink also allows you to provide a consistent experience across the firm, so clients are using the same technology for tax, audit, advisory, and beyond. You no longer have to worry about requesting a document the client has already provided to another group.

Dynamic request list management
All your client requests are in one place, updated in real-time, and accessible by everyone involved in the engagement.
Templates and rollovers
Ensure clients know exactly what they need to prepare with customizable templates and engagements that roll over month-to-month or year-to-year.
Approval workflow
Quickly and easily manage the lifecycle of each request, accept requests that have been fulfilled properly, and send back requests that are incomplete.
Tracking and notifications
Suralink provides a clear audit trail and accountability of all activity in the system, while instant notifications keep you up to date.
Any file size or type
Whether it’s an obscure compressed file, a giant Quickbooks backup, or something else altogether, Suralink can handle it. Any file type; any file size.

Case Study

Streamlining the Tax Process to Improve the Client Experience


Secure and Trackable Document Workflow for All Your Tax Initiatives

No matter the type of tax engagement or service you’re working on, Suralink can help you streamline and simplify the process so that you can spend more time on the interactions that matter.

Corporate tax outsourcing
Federal tax preparation
IPO tax consulting
Sales and use tax
State and local tax
Tax provision
Individual tax planning
Nonprofit tax services