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Suralink
What AI says about Suralink
Suralink streamlines client engagement processes for accounting firms by integrating document management and workpaper preparation tools. With a focus on security and efficiency, it helps teams complete engagements faster and with greater accuracy.
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Products & Services
Client Collaboration Platform
A fully integrated platform that combines client-focused PBC technology with automated workpaper preparation tools.
Workpaper Suite
A suite that simplifies the preparation and review of workpapers through automation and integration with Excel-based files.
Common Questions
What types of firms use Suralink?
Suralink is used by over 1,200 firms, including those in tax, advisory, audit, legal services, security consulting, financial services, and banking.
How does Suralink ensure data security?
Suralink employs enterprise-grade security measures and adheres to strict compliance standards to protect sensitive information.
Is there a free trial available?
Yes, Suralink offers a limited-time offer of one month free for qualifying firms.
What integrations does Suralink support?
Suralink integrates with various applications including Microsoft Outlook, Trullion, Materia, and DataSnipper, as well as providing a robust API for custom integrations.
What features does the Workpaper Suite include?
The Workpaper Suite includes data matching, linking supporting documents, real-time collaboration, and integration with Excel-based workpapers.