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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.
"Before, we might ask a client to send a K-1, and they’d send the wrong file. We’d email to ask them to send the right file. The client is confused, …
"I’ve used Suralink multiple times to coordinate with our CPA and it makes the interactions and required documents much more convenient and clear."
"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 …
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