New for Firm Clients

Client Data Vault

Your clients now have a private archive of everything they’ve submitted through Suralink, so they can see last year's files, comments, and full context right beside this year's requests.

Every 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.

Client Data Vault

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.

Zero burden on your team
No new workflow, no IT review, no training. Client support questions go directly to Suralink.

Independence by structure
Developed in consultation with the AICPA and vetted by multiple Top 100 firms. Your firm is not providing hosting services.

Discovered and purchased in-app
Clients are able to procure their own Client Data Vault directly within Suralink, deciding which members of their own team can see and work in the Vault - so collaboration on prior-period data stays within the client’s control.

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.

The Results

The impact on your engagements

Reporting from 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.

Contact us Hello to the all-in-one request list and document workflow management platform.

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