Product
Suralink
Enterprise Resource PlanningFinancial Audit
Client collaboration platform for audit, tax, and advisory teams
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Suralink
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About the Suralink
Suralink unifies client request lists, secure file sharing, and Excel-based workpapers to streamline document collection, review, and collaboration. Its Request List Management simplifies client requests, automates reminders, and tracks engagement progress in real time, reducing email chains and delays. The platform’s workpaper suite integrates seamlessly with Excel, automating data matching, sample testing, linking, and review workflows, allowing for faster, more accurate project completion. Features include secure file sharing, audit trail, role-based permissions, notifications, customizable templates, and advanced security protocols. Suralink is used by over 1,200 top firms globally, enhancing engagement efficiency and client satisfaction through automation, collaboration tools, and real-time status updates.