Start spending your time having client conversations that matter.

Organize and automate your requests. Share documents. Track progress.

Suralink helps you automate, streamline, and track the audit documentation process for every engagement and accountant in your firm. Stop manually keeping track of engagements and documents and start spending your time having client conversations that matter.

In this short demo, Dino Busuladzic, Product Manager shows you how Suralink's:

• Secure File Sharing (SFS) allows you to share and store files for one-off projects. With SFS you have the ability to securely share files to either an individual or multiple recipients with ease.
• Dynamic Request List Management is integrated with their secure file hosting system for seamless document request coordination.

Learn how you can simplify the engagement process for your clients, ensuring they have an enjoyable experience they'll want to repeat with you year after year.




Download this Case Study:

Building a True Partnership
How Suralink helped Smith + Howard create a better client and user experience.