Suralink: Client Collaboration and Document Management
Suralink helps accounting firms manage PBC (prepared by client) document requests and workpaper collaboration. It is designed for audit, tax, and advisory teams looking to digitize document tracking.
At a glance
- Category
- Operations
- Best for
- Accounting firms, Audit firms, Tax professionals, Internal audit teams, Professional services firms
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Audit Document Tracking, Collaborative Workpaper Preparation, Secure Tax Document Collection, Internal Audit Workflow Management
- Integrations
- Microsoft Outlook, Trullion, Materia, DataSnipper, Excel
- Official website
- suralink.com
Suralink is a collaboration platform for accounting firms, including those specializing in audit, tax, advisory, and internal audit. It provides a centralized hub for requesting, tracking, and organizing client documents to help manage the document collection process.
The platform includes a request list management system and a workpaper suite that integrates with Excel. This allows teams to link support files to their workpapers and track the status of client uploads in real time.
Additional features include secure file sharing for large transfers and e-signature capabilities. The platform employs SOC2 compliance and AES-256 encryption to protect sensitive financial data.
Buyers should confirm whether they require the Workpaper Suite or only request management features, as the platform uses a tiered structure with a CORE tier and optional add-ons.
Key Features
Supports requesting, organizing, and tracking PBC documents in real time with dashboards and notifications.
An Excel-based add-in that supports data matching, extraction, and linking of support documents to workpapers.
Supports the transfer of files of any size using unique, secure links.
Allows electronic signing of documents for both the firm and the client.
Uses AI to help verify document accuracy and completeness.
Includes AES-256 encryption, SOC2 compliance, multi-factor authentication, and SSO support.
Use Cases
Managing the flow of PBC documents from the initial request through to testing and review.
Using the Excel integration to link client-provided files to workpapers and sync updates.
Gathering and tracking necessary documentation for tax filings through a secure portal.
Organizing internal audit requests and managing the document collection process.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
Suralink's Workpaper Suite is an add-in that embeds within Excel, which helps users link workpapers to documents stored in Suralink and sync updates in real time.
It is designed for accounting firms specializing in audit, tax, advisory, and internal audit, as well as other professional services firms.
Public pricing is not provided; the company uses a customized pricing model. Interested buyers should request a demo for a quote.
The platform uses AES-256 bit encryption, maintains SOC2 compliance, and supports multi-factor authentication and SSO.
Source category: Operations
Source subcategory: Document Management
