Suralink

What is Suralink?

Suralink is a comprehensive platform that empowers accounting and professional service firms to streamline their client collaboration, document management, and engagement tracking processes. The platform provides a secure, centralized hub where firms can seamlessly exchange documents, manage client requests, and monitor the progress of their engagements

Highlights

• Secure file hosting and document exchange: Suralink's enterprise-grade security features enable firms to safely share and store sensitive documents with their clients
• Dynamic tax request list and assignment workflow: The platform's integrated tax request list management tools help firms simplify the tax documentation process and improve the client experience
• Real-time engagement tracking and monitoring: Suralink's dashboard and reporting capabilities allow managers to review client interactions, monitor document gathering, and manage their teams' activities in real-time
• Customizable branding and communication tools: Firms can create personalized sub-domains and customize the platform's look and feel, while also utilizing the built-in communication features to collaborate with clients.