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Easily Request, Tack, and Share Documents

Managing documents throughout an engagement can be time-consuming and costly. That's why we offer automated request list management and document exchange software to help streamline every engagement. With Suralink, you can:

Drastically reduce the time you spend managing document and files
Reduce costs associated with manually requesting and tracking documents
Create a more streamlined client experience

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.