Suralink is a cloud-based workflow management solution designed to help accounting businesses streamline processes related to managing PBC (provided by client) lists, auditing, document transfer, and more. Thousands of CPAs use Suralink to manage PBC request lists, securely transfer documents, and improve the client experience.
“Our preparers have been as much as 50% more efficient when it comes to organizing some engagements now that we’re using Suralink.”
"After implementing Suralink, on a 100-hour engagement, we would save at least 20–30 hours in management time."
“We set the tone with the client in terms of the documents and information we’ll need. We provide them with a brief overview of Suralink and start working. Clients have …
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