With Suralink, you can securely exchange documents with clients and others in your company easily and efficiently. We ensure you're always on track so you can spend your time on the interactions that matter.
Suralink's cloud-based application integrates a dynamic request list and assignment workflow solution with a secure file hosting platform to serve as a single location for client interaction.
Create lists and set timelines so documents stay organized.
Add clients and firm users to projects so they know what documents to provide and when.
Securely transfer and store an unlimited amount of documents by dragging and dropping.
Get instant updates and follow the progress of requests. Communicate with your clients through our integrated chat about specific requests.
By combining a request list and file portal, Suralink streamlines the tools you use to request and receive information from clients.
Unlimited file storage
Workflow approvals
Secured file sharing*
Real-time dashboards
Integrated chat
Security & compliance
*Available with Secure Email File Sharing Add-On
In a larger audit we are probably saving 30 to 50 hours. Having everything real-time and in one place is pretty impactful.
Destiny Flood
Audit Senior Manager
Petrinovich Pugh & Company
In a larger audit we are probably saving 30 to 50 hours. Having everything real-time and in one place is pretty impactful.
Destiny Flood
Senior Manager
Petrinovich Pugh & Company
In a larger audit we are probably saving 30 to 50 hours. Having everything real-time and in one place is pretty impactful.
Destiny Flood
Sandy Manager
Petrinovich Pugh & Company
