Advisory
Advisory, Outsourced Accounting, and Bookkeeping
The advisory services your firm provides are varied and cover everything from business services to wealth advisory, forensics, transaction and M&A, and everything in between. Regardless of how many services you provide however, they all have a common thread: they all require sharing and managing large numbers of documents that include sensitive information. But manually tracking all those documents can be difficult, and using spreadsheets and email is inefficient.
Suralink is one of our most effective tools. Clients and staff love it because it's easy to implement and use.
Cody Buck
Partner
bod usa
Suralink is an automated document exchange and management solution that enables you to manage, track, and share documents with clients easily and efficiently. Suralink ensures your requests lists are always organized and on track so you can spend your time on the interactions that matter.
All your client requests are in one place, updated in real time, and accessible by everyone working on the engagement.
Ensure clients know exactly what they need to prepare and With customizable templates and engagements that roll over month to month or year to year.
Quickly and easily manage the lifecycle Of each request, Accept requests that have been fulfilled properly and send back requests that aren't complete.
Add documents to an engagement, and invite clients to View and download them—all from a single, secure portal.
Whether it's an obscure compressed file, a giant Quickbooks backup, or something else all together, Suralink can handle it. Any
NO matter the type Of advisory project you're working on, Suralink can help you streamline and simplify the process, so you can spend more time on the interactions that matter. Our software supports all advisory-based engagements, including: