Suralink

By Suralink

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What is Suralink?


Suralink is a secure client collaboration and audit management platform built for accounting firms and professional service providers. It streamlines the PBC (Prepared By Client) request process with real-time communication, dynamic request lists, and encrypted file sharing. Designed to reduce turnaround time and ensure compliance, Suralink helps teams manage audits efficiently while delivering an exceptional client experience.

Pricing of Suralink

Standard

USD 27.00
USD 0.00

/User/Month

Buy Now
  • Unlimited storage
  • Unlimited engagements
  • Unlimited client users
  • Firm training
  • No setup fees
  • Custom branding
  • Unlimited storage
  • Unlimited engagements
  • Unlimited client users
  • Firm training
  • No setup fees
  • Custom branding

Enterprise

USD 27.00
USD 0.00

Per Month

Buy Now
  • Unlimited storage
  • Unlimited engagements
  • Unlimited client users
  • Firm training
  • No setup fees
  • Custom branding
  • API
  • SSO
  • Advanced automation
  • IP restriction
  • Domain restriction
  • Export client page
  • Unlimited storage
  • Unlimited engagements
  • Unlimited client users
  • Firm training
  • No setup fees
  • Custom branding
  • API
  • SSO
  • Advanced automation
  • IP restriction
  • Domain restriction
  • Export client page

Key Features of Suralink

Key Features:
  • Alerts/Notifications
  • Asset Tracking
  • Audit Planning
  • Compliance Management
  • Dashboard
  • Forms Management
  • Issue Management
  • Mobile Access
  • Risk Assessment
  • Task Management
  • Workflow Management

Key Specification

Other Categories: Accounting Software Personal Finance Software GST Software Billing and Invoicing Software Trust Accounting Software Auto Dealer Accounting Software Audit Software Remote Access Software For Mac
Deployment: Cloud Hosted,Hybrid,On Premise,Any
Customer Support: Phone,Email,Live Chat
Customization: Yes
Languages Support: English

Who uses Suralink

StartUps
StartUps
SMEs
SMEs
Agencies
Agencies
Enterprises
Enterprises

Company Details

Company Name: Suralink
Headquarter: United States
Social Media:
LinkedIn

Suralink Description

What is Suralink?

  • Cloud-based client collaboration and audit workflow software.
  • Built for accounting, audit and professional services firms.
  • Automates the PBC (Prepared By Client) request process to eliminate manual follow-ups.
  • Centralizes document requests, file sharing, approvals and client communication.
  • Delivers real-time status tracking, secure file hosting and compliance with audit standards.

Why Choose Suralink?

  • Drag-and-drop dynamic request list builder

  • Secure and encrypted document upload with version control

  • Real-time communication between clients and firm users

  • Deadline tracking and automated reminders

  • Full audit trail and activity logs for compliance

  • Seamlessly integrates with audit platforms and firm tools

Benefits of Suralink

  • Speeds up audit engagements and improves efficiency

  • Reduces email clutter and streamlines client interactions

  • Provides visibility into document progress and completion

  • Enhances transparency, trust and client satisfaction

  • Helps maintain SOC 2 compliance and secure file transfer

  • Minimizes risks of data loss or unauthorized access

How to Use Suralink

  1. Launch a new engagement or audit workflow

  2. Create or import a dynamic PBC list

  3. Invite clients and assign documentation tasks

  4. Clients upload documents through secure channels

  5. Monitor status, resolve queries and track deadlines

  6. Export reports or integrate with firm systems

Key Features

  • Dynamic PBC Request List Builder

  • Secure File Hosting and Two-Way Sharing

  • Role-Based Access and Permissions

  • Real-Time Chat, Notifications and Reminders

  • Automated Approvals and Workflow Logs

  • SOC 2 Type II Compliance and Audit Trails

  • Deadline Management and Task Monitoring

  • Document Review, Notes and Internal Tags

Who Can Use Suralink?

  • CPA and public accounting firms

  • Internal and external audit teams

  • Advisory and tax professionals

  • Compliance officers managing regulated documentation

  • Organizations handling multi-party audit collaborations

Support Offered by Suralink

  • Dedicated onboarding and training sessions

  • Email and live chat support

  • Knowledge base with articles and guides

  • Compliance consulting and implementation support

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Suralink Video/Screenshots

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Suralink Key Clients

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Frequently Asked Questions (FAQs)

The user group of Suralink are as follows :

  • Startups
  • SMEs
  • Agencies
  • Enterprises

Suralink has 2 plans,

  • Standard USD 27.00 /User/Month
  • Enterprise USD 27.00 Per Month

Suralink is not allowing Free Trial.

The key featuers of Suralink are as follows :

  • Alerts/Notifications
  • Asset Tracking
  • Audit Planning
  • Compliance Management
  • Dashboard
  • Forms Management
  • Issue Management
  • Mobile Access
  • Risk Assessment
  • Task Management
  • Workflow Management

Suralink pricing model : Yearly,Monthly,Onetime(Perpetual License)

Suralink is Cloud Hosted,Hybrid,On Premise,Any Software.

Yes

Suralink offers Phone,Email,Live Chat support.

Suralink provides Help Guides,Video Guides,Blogs,Webinars,On-Site Training for the software training.