Suralink
The leading client collaboration platform for professional service firms.
Overview
Suralink provides a secure, centralized platform for firms to manage client requests, share files, and track the status of engagements. It is designed to improve efficiency, enhance client experience, and ensure security and accountability throughout the document exchange process. The platform offers features like dynamic request lists, workflow automation, and secure user assignment to manage the lifecycle of each request. Suralink's Workpaper Suite integrates with Excel-based binders to automate data matching and streamline the review process.
✨ Key Features
- Dynamic Request List Management
- Secure File Sharing and Storage
- Workflow Automation and Approval
- Real-time Engagement Tracking and Visibility
- Excel Integration (Workpaper Suite)
- Electronic Signatures
- Configurable Templates and Rollovers
- Clear Audit Trail
🎯 Key Differentiators
- Purpose-built for client collaboration in accounting firms.
- Deep integration with Excel for workpaper automation.
- User-friendly interface for both firms and their clients.
Unique Value: Suralink simplifies and secures the audit and accounting engagement process by providing a single, easy-to-use platform for client requests and document management, saving time and improving client satisfaction.
🎯 Use Cases (6)
✅ Best For
- Streamlining PBC (Provided by Client) list management for external audits.
- Improving collaboration and communication between audit teams and clients.
- Automating workpaper preparation and document matching.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms that do not require client collaboration or document exchange.
🏆 Alternatives
Compared to generic file-sharing solutions, Suralink offers specific features for accounting workflows like request list management and workpaper integration, providing a more efficient and secure process.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: NA
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