Overview
Suralink is a secure client collaboration platform built specifically for audit, tax, and advisory firms. It combines client document requests, file sharing, workpaper preparation, and engagement monitoring, all in one cloud-based platform. By replacing spreadsheets, email chains, and disconnected tools, Suralink software helps firms reduce delays, improve accuracy, and deliver engagements on time. It is a platform that helps firms request, receive, validate, and review client documents without confusion. Teams create structured PBC request lists, clients upload documents securely, and progress updates are in real time. Everyone sees the same information, which removes guesswork and reduces follow-up emails. Suralink accounting software addresses many of the most common pain points in audit and tax engagements.Suralink Software Specifications
Suralink Pricing
Suralink pricing depends on your plan and firm size.
- Secure File Sharing Package – $17/user/month
It is best for companies that need a secure way to exchange documents and maintain simple request lists.
- Standard Plan – $29/user/month
Includes a list-ordering and security-sharing feature with the main request.
- Premium Plan – $39/user/month
Comes with powerful tracking, dashboards, and complete Excel Workpaper Suite automation.
You may also get in touch with the vendors to inquire about a tailor-made Suralink price. Pricing may change over time.
Suralink Integrations
The Suralink solution interfaces with a wide range of systems and ecosystems, including
- Microsoft Outlook
- Trullion
- Materia
- DataSnipper
You can schedule the Suralink demo if you want to learn more about their integration packages.
Who Uses Suralink?
Suralink is used by practitioners and businesses of all sizes that want the document request process to be easy, more efficient, and consistent.
Typical Users
- Audit partners and audit teams
- Tax professionals and preparers
- Assurance leaders
- Client service teams handling documentation
- Accounting firms of all sizes
- Tax and assurance practices
- Financial services organizations
- Banking and compliance departments
- Legal service providers
- Consultants and consulting service providers
Why should you choose Suralink?
It offers multiple benefits, such as
- It’s all in one secure portal where you assign work, track status, and reduce the need for follow-ups.
- It offers visibility to teams
- Your consumers know exactly what you need and can securely upload the documents. This level of explicitness reduces ambiguity and reduces the response time.
- Encrypted file sharing, activity logs, and user roles and permissions keep sensitive files safe and secure while helping to comply with industry regulation.
- Dashboards and alerts enable you to catch delays.
Suralink Features
Create, allocate, and monitor client document requests all from a centralized place. Track progress without spreadsheets.
Share large or sensitive files over encrypted email links.
Embed workpaper preparation inside Excel. Purposely automate sample matching, document linking with up-to-date links, and version control.
Convert engagement documents into signable files. Capture signature history and completion status in one place.
Track client and engagement requests. You will receive notifications when someone sends you an alert.
Everything that is uploaded, downloaded, and engaged with is logged. You know who did what, when.
See The Software In Action Watch Free Demo!
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Frequently Asked Questions
It offers live chat, email ticketing, and phone support.
There is no mobile app.
Suralink is primarily available in the English language.
Yes. It offers an API and integrates with other systems and workflows.
The common integrations are Microsoft Outlook, Trullion, Materia, and DataSnipper.
