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Automate the PBC request process
Dynamic request list
All your client requests are in one place, updated in real time, and accessible by everyone working on the engagement.
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.
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.
Give users the permissions they need—and none they don’t
Individual user assignment
Ensure clear accountability by assigning firm and client users to specific requests.
Private requests
Transfer sensitive information within engagements by making private requests that are accessible only to specific users.
Unlimited client users
Invite clients as often as you need without worrying about whether or not you have enough licenses for them.
API connectivity
Easily export your engagement, client, or user data and manage, create, edit, delete, and assign client accounts and users.
Give users the permissions they need—and none they don’t
Individual user assignment
Ensure clear accountability by assigning firm and client users to specific requests.
Private requests
Transfer sensitive information within engagements by making private requests that are accessible only to specific users.
Unlimited client users
Invite clients as often as you need without worrying about whether or not you have enough licenses for them.
API connectivity
Easily export your engagement, client, or user data and manage, create, edit, delete, and assign client accounts and users.
Quickly upload files for easy access
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.
Integrated chat
Increase the speed and effectiveness of your client communication with the ability to add comments specific to each individual request.
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.
Access from anywhere
Access your documents and engagements from anywhere with a cloud-based platform that includes the highest levels of enterprise-grade security.
Get immediate insight into projects and engagements
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.
Approval Workflow
Effectively manage the lifecycle of each request. Accept requests that have been fulfilled properly and send back requests that aren’t complete.
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.
Automated status updates
Schedule and send updates on an engagement automatically at the time and date that works for you and your clients.
Get immediate insight into projects and engagements
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.
Approval Workflow
Effectively manage the lifecycle of each request. Accept requests that have been fulfilled properly and send back requests that aren’t complete.
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.
Automated status updates
Schedule and send updates on an engagement automatically at the time and date that works for you and your clients.
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