Suralink
Simplify the audit process while improving the client experience through automated PBC request list and document management.
What is Suralink?
Suralink keeps your teams and clients connected with dynamic request lists, simplified workpaper preparation and review, real-time collaboration tools, and enterprise-grade security. 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. Suralink Workpaper Suite seamlessly embeds within Excel, allowing users to link workpapers directly to client request documents stored in Suralink. This eliminates the need to manually download and track support files and ensures that all linked documentation stays up to date. Workpaper Suite automates data extraction, sample matching, document linking, and version control, reducing the time spent on manual workpaper preparation and review.
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FAQ
The official website of Suralink is https://www.suralink.com/
Suralink keeps your teams and clients connected with dynamic request lists, simplified workpaper preparation and review, real-time collaboration tools, and enterprise-grade security. 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. Suralink Workpaper Suite seamlessly embeds within Excel, allowing users to link workpapers directly to client request documents stored in Suralink. This eliminates the need to manually download and track support files and ensures that all linked documentation stays up to date. Workpaper Suite automates data extraction, sample matching, document linking, and version control, reducing the time spent on manual workpaper preparation and review.
Suralink belongs to the Audit, Data Extraction, Tax Practice Management, Compliance, Document Management category.
Suralink offers features such as Audit Planning, Audit Trail, Document Management, Issue Management, Mobile Access, API, Data Aggregation and Publishing, Data Import/Export, Client Management, Client Portal, Status Tracking, Task Management, Workflow Management, Access Controls/Permissions, Audit Management, Compliance Tracking, Monitoring, Version Control, Collaboration Tools, Document Storage, File Sharing, Search/Filter, Secure Data Storage.
No, Suralink does not offer a free trial.
Pricing
Starting at:
USD 49
Free Trial Available
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