Automated Document Exchange
Exchange securely. Track easily. Share instantly. Stress negatively.
Exchange securely. Track easily. Share instantly. Stress negatively.
All your client requests are in one place, updated in real time, and accessible by everyone working on the engagement.
Import your existing spreadsheet list for ultra-fast setup. Create templates to reuse when adding new clients. Roll engagements over from year to year and capture all additional requests that came up during the engagement.
Create a unique experience and help users feel secure by creating a custom sub- domain that has your name and logo at the login page and in system emails.
Ensure clear accountability by assigning firm and client users to specific requests.
Transfer sensitive information within engagements by making private requests that are accessible only to specific users.
Invite clients as Often as you need without worrying about whether or not you have enough licenses for them.
Easily export your engagement, client, or user data and manage, create, edit, delete, and assign client accounts and users.
Want to add file? Drag it drop it. Want to add files? Drag them drop them all at once.
Increase the speed and effectiveness of your client communication with the ability to add comments specific to each individual request
Whether it's an obscure compressed file, a giant Quickbooks backup, or something else altogether, we can handle it. Any file type. Any file size. Simple. Plus, unlimited file storage.
Access your documents and engagements from any,vhere with a cloud-based platform that includes the highest levels of enterprise-grade security.
Receive instant notifications of any new activity in the system. You can even log in after the work is done and see exactly what happened while you were away.
Effectively manage the lifecycle Of each request. Accept requests that have been fulfilled properly and send back requests that aren't complete,
View of the document gathering process in real time. Know exactly which documents have been requested and submitted A timeline of engagements provides a clear audit trail and accountability of all activity.
Schedule and send updates on an engagement automatically at the time and date that works for you and your clients.
Suralink is a happy medium between What we were doing manually and a GRC solution that would be too cumbersome and a lot more effort not to mention a lot more expensive.
Mark Punzirudu
VP of Security Consulting Services
Controlscan