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.
"Suralink enables us to focus on the things machines can’t do—like serving clients. We now spend time helping clients instead of tracking open items."
"That’s the greatest thing about Suralink, hands down. There is no question. It’s also not just about SOC or about external audit. It’s about any time you’re engaging or dealing …
“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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