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Request List Management

Exchange securely. Track easily. Share instantly.

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Organize your requests

Bring efficiency to the document request process

All your client requests in one place, updated in real time, and accessible by everyone assigned to the engagement.
Request List Management features an e-signature tool, allowing you to turn any document into one that can be signed by you and your clients–securely, digitally, and efficiently.
Import your existing spreadsheet list for ultra-fast setup. Create templates to reuse when adding new clients.
Easily export your engagement, client, or user data and manage, create, edit, delete, and assign client accounts and users.
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Collaborate with your clients

Enhance the client experience and improve transparency

Invite clients as often as you need without worrying about whether or not you have enough licenses for them. With Suralink, your clients access the platform for free. Improve accountability by assigning client users to specific requests and ensuring the right access for the right people.
Highlight documents, add pinned comments, tag users for instant notifications, and keep all client communication in one place—streamlining collaboration across PDFs, spreadsheets, images, individual requests, and more.
Create a unique experience and help clients feel secure by creating a custom sub-domain that has your firm’s name and logo on the login page and in system emails.
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The feedback since we started using Suralink has been extremely positive, with users commenting on the enhanced client experience and audit efficiency. Clients said that it saves them time, makes it easier to keep track of audit progress, and cuts down on the amount of emails.

Phil Broadbery

Partner at PKF Littlejohn

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Request, preview, search, and upload

Make slow, manual processes a thing of the past

Quickly preview files without downloading—search keywords across all request documents, see highlighted matches, and scroll seamlessly to review and approve the right files faster.
Want to add a file? Drag it and drop it. Want to add 30 files? Drag them and drop them all at once.
Whether it’s an obscure compressed file, a giant Quickbooks backup, or something else altogether, we can handle it.
Access your documents and engagements from anywhere with a cloud-based platform that includes the highest levels of enterprise-grade security, compliance with industry standards, and end-to-end encryption.
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Our preparers have been as much as 50% more efficient when it comes to organizing some engagements now that we’re using Suralink.

Peter Ordelheide

Tax Manager at JDS Professional Group

Track Progress

Get immediate visibility into projects and engagements

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 with a full audit trail for each request.
Effectively manage the lifecycle of each request. Accept requests that have been fulfilled properly and send back requests that aren’t complete.
Your firm and your clients can easily see which documents have been requested, prioritized, and submitted. A timeline of engagements provides a clear audit trail and accountability of all activity.
Schedule engagement updates for regular intervals with just a few clicks and automatically delete old data or engagements.
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You don’t have to have a request list of 50 items for it to make sense. Even if you only have 10 items, using Suralink is still easier and more efficient than using email.

Jennifer Power

Senior Tax Manager at Elliott Davis

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Frequently Asked Questions

Suralink's Request List Management is a centralized platform designed to streamline client document requests, request tracking, and collaboration for accounting firms. By replacing manual spreadsheets and scattered email threads, Suralink enables firms to manage requests more efficiently, track real-time progress, and improve engagement workflows.
By automating the collection, tracking, and organization of client documents, Suralink eliminates time-consuming manual follow-ups and enhances firm productivity. Features like real-time tracking, automated notifications, and request prioritization ensure that teams stay on top of their engagements while providing clients with a seamless, organized experience.
Yes, Suralink’s high priority feature allows teams to highlight urgent client document requests, ensuring that critical items are completed first. This helps firms focus on high-impact tasks, keep audits and tax engagements on schedule, and improve overall workflow automation.
Suralink simplifies client communication by consolidating all document requests, status updates, and responses in one secure location. Instead of managing multiple email threads, firms and clients can exchange documents, add comments, and track progress in real time, creating a more efficient and transparent request list management process.
Suralink supports a wide range of file types and sizes, allowing firms to collect financial statements, tax documents, spreadsheets, PDFs, and more—all while keeping documents secure within the platform. Suralink's document management capabilities ensure that files are easy to locate, track, and review without unnecessary delays.
Suralink's workflow automation ensures that teams can move seamlessly from request to test, reducing inefficiencies and keeping engagements on track. By automating document workflows, tracking request completion in real time, and integrating with secure file sharing and e-signature capabilities, Suralink provides firms with a fully connected audit and tax document management system.
Yes, Suralink prioritizes security with enterprise-grade encryption, role-based access controls, and detailed audit trails. Firms can confidently manage sensitive financial data while remaining compliant with SOC 2, GDPR, and CCPA security standards.
Yes, every action in Suralink is logged with an audit trail, giving firms full visibility into request statuses, document uploads, and client interactions. This ensures accountability and transparency in document management for accounting engagements.
Suralink Request List Management integrates seamlessly with Secure File Sharing, e-signature, and Workpaper Suite, enabling firms to request & receive PBCs, sign documents, and prepare workpapers—all within the same automated workflow. This end-to-end request list and document management system helps firms optimize efficiency, improve collaboration, and ensure compliance without juggling multiple tools.