Suralink

• Cloud-based client collaboration platform that streamlines document collection, workpaper preparation, and file sharing for accounting firms
• Combines PBC request list management with integrated workpaper tools to reduce engagement time by 25-40%
• Designed for audit, tax, advisory, and internal audit teams handling 800,000+ users across 1,200+ top firms
• Features real-time dashboards, e-signatures, AI-powered search, and enterprise-grade security with SOC 2 Type II compliance

Suralink is a comprehensive client collaboration platform specifically designed for accounting and professional service firms to streamline document collection, workpaper preparation, and secure file sharing. The platform addresses the critical challenge of managing client document requests and engagement workflows by providing a centralized hub that replaces inefficient email chains, manual tracking spreadsheets, and disconnected systems. As the first fully integrated solution combining client-focused PBC (Provided by Client) technology with automated workpaper preparation tools, Suralink enables firms to reduce engagement completion time by 25-40% while improving client satisfaction and data security. The platform serves over 800,000 users across 1,200+ top accounting firms including BDO, CBIZ, and Armanino.

• Public Accounting Firms: Audit, tax, and advisory teams managing multiple client engagements who need to streamline document collection and reduce administrative burden
• Internal Audit Departments: Corporate internal audit teams requiring secure collaboration tools for audit workflows and documentation management
• Mid-Market to Large Accounting Firms: Firms with 50+ professionals handling complex engagements across multiple service lines and locations
• Client Service Teams: Engagement managers and senior associates responsible for coordinating document requests and maintaining client relationships
• Compliance and Risk Advisory Professionals: Teams conducting SOC audits, risk assessments, and compliance reviews requiring secure document exchange
• Regional and National CPA Firms: Multi-office firms needing standardized processes and centralized visibility across all engagements

• Annual Audit Engagements: Streamline PBC list creation, track document collection progress, and prepare workpapers collaboratively while maintaining clear audit trails
• Tax Return Preparation: Collect tax documents systematically, obtain e-signatures on returns and engagement letters, and maintain organized digital files for each client
• Monthly Close Procedures: Request recurring documents from clients, automate reminder workflows, and maintain standardized processes across multiple entities
• Due Diligence Projects: Manage complex document requests for M&A transactions with secure file sharing, real-time progress tracking, and controlled access permissions
• SOC and Compliance Audits: Coordinate evidence collection from multiple departments, track testing completion, and maintain comprehensive documentation for regulatory reviews
• Client Onboarding: Standardize new client intake with templated request lists, automated KYC document collection, and e-signature capabilities for engagement letters