Automated Request List Management

Exchange securely. Track easily. Share instantly. Stress negatively.

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  • wipfli
  • marum
  • sikich
  • uhy
  • berdon
Organize your requests

Automate the PBC request process

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Dynamic request list

All your client requests are in one place, updated in real time, and accessible by everyone working on the engagement.

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Templates and rollovers

Import your existing spreadsheet list for ultra-fast setup. Create templates to reuse when adding new clients. Roll engagements over from year to year and capture all additional requests that came up during the engage­ment.

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Customizable user portal

Create a unique experience and help users feel secure by creating a custom sub-domain that has your name and logo at the login page and in system emails.

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Invite USERS

Give users the permissions they need—and none they don’t

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Individual user assignment

Ensure clear accountability by assigning firm and client users to specific requests.

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Private requests

Transfer sensitive information within engagements by making private requests that are accessible only to specific users.

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Unlimited client users

Invite clients as often as you need without worrying about whether or not you have enough licenses for them.

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API connectivity

Easily export your engagement, client, or user data and manage, create, edit, delete, and assign client accounts and users.

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Invite USERS

Give users the permissions they need—and none they don’t

img
Individual user assignment

Ensure clear accountability by assigning firm and client users to specific requests.

img
Private requests

Transfer sensitive information within engagements by making private requests that are accessible only to specific users.

img
Unlimited client users

Invite clients as often as you need without worrying about whether or not you have enough licenses for them.

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API connectivity

Easily export your engagement, client, or user data and manage, create, edit, delete, and assign client accounts and users.

Share and upload

Quickly upload files for easy access

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Drag and drop functionality

Want to add a file? Drag it and drop it. Want to add 30 files? Drag them and drop them all at once.

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Integrated chat

Increase the speed and effectiveness of your client communication with the ability to add comments specific to each individual request.

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Any file size and type, and unlimited storage

Whether it’s an obscure compressed file, a giant Quickbooks backup, or something else altogether, we can handle it. Any file type. Any file size. Simple. Plus, unlimited file storage.

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Access from anywhere

Access your documents and engagements from anywhere with a cloud-based platform that includes the highest levels of enterprise-grade security.

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Track progress

Get immediate insight into projects and engagements

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Instant notifications

Receive instant notifications of any new activ­ity in the system. You can even log in after the work is done and see exactly what happened while you were away.

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Approval Workflow

Effectively manage the lifecycle of each request. Accept requests that have been fulfilled properly and send back requests that aren’t complete.

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Real-time dashboards

See an overview of the document gather­ing process in real time. Know exactly which documents have been requested and submitted. A timeline of engagements provides a clear audit trail and accountability of all activity.

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Automated status updates

Schedule and send updates on an engagement automatically at the time and date that works for you and your clients.

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Track progress

Get immediate insight into projects and engagements

img
Instant notifications

Receive instant notifications of any new activ­ity in the system. You can even log in after the work is done and see exactly what happened while you were away.

img
Approval Workflow

Effectively manage the lifecycle of each request. Accept requests that have been fulfilled properly and send back requests that aren’t complete.

img
Real-time dashboards

See an overview of the document gather­ing process in real time. Know exactly which documents have been requested and submitted. A timeline of engagements provides a clear audit trail and accountability of all activity.

img
Automated status updates

Schedule and send updates on an engagement automatically at the time and date that works for you and your clients.

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  • controlscan
  • truvantis
  • verizon
  • elliott
  • investnet
  • lbdo
  • bpm
  • armanino
Company Profile
  • industry
  • accounting
  • employees
  • 450
  • customer since
  • 2016
  • location
  • CA

Since implementing Suralink, clients overall have had a much better experience with our audits. Also, you can attribute a lot of efficiencies to Suralink because we're not going back and forth and trying to chase down requests anymore. We're more on top of the audit and we get through stuff a lot quicker. Suralink has definitely improved the process and I stand behind it 100%.

Patrick Hall

CPA, CISA

Armanino