Suralink is a client collaboration platform for audit and tax that unifies PBC request lists, secure file sharing, and Excel add-in workpapers to streamline document collection. Some users note limited or confusing notifications; however, firms praise clear request tracking, reduced email chains, and fast, helpful live chat support.
Suralink Specifications
Audit Trails
What Is Suralink?
Suralink is a cloud platform that helps accounting and assurance teams manage client document requests and related workpapers in one place. Key capabilities include centralized PBC request lists to reduce email chaos, secure file sharing for large or sensitive documents, and an Excel-embedded workpaper suite that automates matching and linking for faster reviews.
Suralink Pricing
The vendor offers different Suralink price plans tailored to firm requirements:
- Secure File Sharing Plan: $17/user/month
- Standard: $29/user/month
- Premium: $39/user/month
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Suralink Integrations
The Suralink software supports integration with multiple systems and platforms, such as:
- Microsoft Outlook
- Trullion
- Materia
- DataSnipper
Who Is Suralink For?
It is ideal for a wide range of industries and sectors, including:
- Accounting
- Financial services
- Banking
- Legal services
- Security consulting
Is Suralink Right For You?
Suralink is well suited for audit, tax, and advisory firms that need to simplify client document requests and streamline engagements. Its standout feature is the dynamic PBC request list, which reduces email dependency and improves visibility across projects. The Excel-based Workpaper Suite and secure file sharing also make it highly practical for teams managing sensitive information.
Still doubtful if Suralink is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Suralink Features
Centralize client requests in a single portal, assign owners, set priorities, and monitor status without spreadsheet roll-ups. Teams see what is provided and what is outstanding in real time, which reduces follow-ups and shortens cycles for audit and tax engagements.
See How It WorksExchange large or sensitive files through secure links instead of email attachments. Encryption, access controls, and activity history help protect client data while keeping an audit trail of who sent what and when, improving compliance and reducing risk.
See How It WorksWorkpaper Suite runs inside Excel, automating data extraction, sample selection, matching, and document linking. Reviewers can trace supporting evidence quickly, which cuts manual prep time and lowers the chance of broken references across schedules.
See How It WorksTurn engagement documents into signable files with reminders, certificates of completion, and full history. Signatures and actions are captured for reference, which helps teams move approvals forward without leaving the platform.
See How It WorksDashboards summarize progress across requests and engagements, and instant notifications surface new activity. This helps teams react quickly to blockers while maintaining a clear, time-stamped trail of interactions, making it one of the standout Suralink features for audit and tax firms.
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