Suralink

What is Suralink?

• Cloud-based client collaboration and audit workflow software.
• Built for accounting, audit and professional services firms.
• Automates the PBC (Prepared By Client) request process to eliminate manual follow-ups.
• Centralizes document requests, file sharing, approvals and client communication.
• Delivers real-time status tracking, secure file hosting and compliance with audit standards.

Why Choose Suralink?

• Drag-and-drop dynamic request list builder

• Secure and encrypted document upload with version control

• Real-time communication between clients and firm users

• Deadline tracking and automated reminders

• Full audit trail and activity logs for compliance

• Seamlessly integrates with audit platforms and firm tools

Benefits of Suralink

• Speeds up audit engagements and improves efficiency

• Reduces email clutter and streamlines client interactions

• Provides visibility into document progress and completion

• Enhances transparency, trust and client satisfaction

• Helps maintain SOC 2 compliance and secure file transfer

• Minimizes risks of data loss or unauthorized access

How to Use Suralink

1. Launch a new engagement or audit workflow

2. Create or import a dynamic PBC list

3. Invite clients and assign documentation tasks

4. Clients upload documents through secure channels

5. Monitor status, resolve queries and track deadlines

6. Export reports or integrate with firm systems

Key Features

• Dynamic PBC Request List Builder

• Secure File Hosting and Two-Way Sharing

• Role-Based Access and Permissions

• Real-Time Chat, Notifications and Reminders

• Automated Approvals and Workflow Logs

• SOC 2 Type II Compliance and Audit Trails

• Deadline Management and Task Monitoring

• Document Review, Notes and Internal Tags

Who Can Use Suralink?

• CPA and public accounting firms

• Internal and external audit teams

• Advisory and tax professionals

• Compliance officers managing regulated documentation

• Organizations handling multi-party audit collaborations

Support Offered by Suralink

• Dedicated onboarding and training sessions

• Email and live chat support

• Knowledge base with articles and guides

• Compliance consulting and implementation support