Increase efficiency and improve the client experience

Are you tired of losing emails and documents? Do you want better visibility into the engagement process? Suralink is the leader in request list and document management software—designed specifically for CPAs. We can help you increase efficiency and realization throughout the PBC process while improving the client experience. Additionally, we know Suralink can help you:

  • Drastically reduce the time you spend managing PBC lists
  • Reduce costs associated with manually requesting and tracking documents
  • Provide employees with a flexible, work-from-home solution
  • Sep 15, 2020

    “Great tool for tracking and updating PBC audit and tax requests!”

    Suralink is a great tool to use for both small and large firms to keep track of PBC requests sent by clients and to visually show the completion of the audit with its very user-friendly interface.

    Loan N

    Principal Consultant
    Small-Business(50 or fewer emp.)

  • October 9, 2020

    “Suralink Enhances and Simplifies Audit Evidence Collection Process”

    Overall we’ve really enjoyed using Suralink and recommend it to all. Support is great too. Gone are the days of having a DRL or PBC that you manage in an Excel spreadsheet over e-mail or in a Dropbox, Box, or Sharepoint.

    Mike S.

    Partner
    Accounting, 51-200 employees

  • February 7, 2020

    “A massive time saver for CPAs and their clients”

    It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests. Extremely user friendly, minimal training needed for staff or clients.

    Christopher H.

    Partner
    Accounting, 11-50 employees

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DYNAMIC REQUEST LIST

All your client document requests are in one place, updated in real-time, and accessible by everyone working on the engagement.

WORKFLOW APPROVAL

Quickly and easily manage the lifecycle of each request. Accept requests that have been fulfilled properly and send back requests that aren't complete.

SECURE USER ASSIGNMENT

Ensure clear accountability and transfer sensitive information within engagements by making private requests accessible only to specific users.

ABOUT SURALINK

Suralink is the leader in request list and document management, helping businesses simplify the document exchange process while improving the client experience.

Our cloud-based application integrates a dynamic request list and assignment workflow solution with a secure file hosting platform to serve as a single location for client interaction. Suralink’s technology, combined with its industry expertise, helps more than 300 clients in North America and the UK ensure security, simplicity, transparency, and accountability throughout the document exchange process.

Learn More
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DOWNLOAD THE HENRY+HORNE CASE STUDY

Discover how Henry+Horne, one of the top firms out of Arizona, used Suralink to reduce PBC management times by 83%—and spend more time focusing on the client interactions that matter.

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