Simplify the audit engagement process with Suralink

Goodbye email. Hello to the all-in-one request list and document workflow management platform. Schedule a demo and learn how 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

TRUSTED BY 1000+ FIRMS GLOBALLY

INCREASE EFFICIENCIES & IMPROVE EXPERIENCES

The only platform that decreases document collection time by as much as 50%

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.

TESTIMONIALS

Why do 600,000+ users love Suralink?

"Suralink provides organization and clarity to the process of gathering information, resulting in improved client relationships and increased efficiency."

Patrick Hall

Partner, Armanino

"With Suralink, we’re now using that time more efficiently. For example, our preparers are doing something in 10 minutes that used to take 30 minutes or more."

Jennifer Power

Senior Tax Manager, Elliot Davis

"MNP surveyed employees about their experience using Suralink and found that on large audits, time spent managing the PBC list was cut in half."

Darryl Humphrey, Ph.D., PMP

Advisor of Assurance Innovation, MNP

"We found the best solution out on the market. It really helped organize a disorganized part of our processes. It adds efficiencies and streamlines the document exchange process."

Jeff Solis

Principal, UHY

"By [Suralink] offering an open, secure API, we can further knit together our systems, which means less duplication of effort, better consistency of process, and enhanced data quality."

Phil Broadbery

Partner, PKF Littlejohn

ABOUT SURALINK

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

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