Advisory teams juggle a wide range of services—and each type of engagement brings a variety of sensitive documents that must be shared, tracked, and managed securely. Manually keeping up with document sprawl using spreadsheets and email isn't just inefficient—it's risky. Without a streamlined system, critical files can get lost, reviews can drag on, and security vulnerabilities increase.
Advisory teams need a smarter, more secure way to handle document management and streamline workpaper preparation.
Advisory teams need a smarter, more secure way to handle document management and streamline workpaper preparation.
Suralink is the leading client collaboration platform for today’s advisory professionals. Our secure platform centralizes request and document management, improves visibility and accountability, and ensures teams and clients stay aligned on engagement progress.
By connecting request management and workpaper preparation in one platform, Suralink helps advisory practices improve realization, reduce budget overruns, and streamline every step of the client engagement lifecycle.
By connecting request management and workpaper preparation in one platform, Suralink helps advisory practices improve realization, reduce budget overruns, and streamline every step of the client engagement lifecycle.
Dynamic request list management
All your client requests are in one place, updated in real-time, and accessible by everyone involved in the engagement.
Workpaper automation tool
Automate workpaper preparation, enhance review efficiency, and streamline document matching with native integration into Excel-based workpapers—saving your firm time while improving accuracy and engagement realization.
Integrated e-signature
Allow your firm and clients to securely e-sign documents inside of Suralink, eliminating the need to jump between software programs and ensuring signed documents are stored within the correct engagement.
Templates and rollovers
Ensure clients know exactly what they need to prepare with customizable templates and engagements that roll over month-to-month or year-to-year.
Approval workflow
Quickly and easily manage the lifecycle of each request, accept requests that have been fulfilled properly, and send back requests that are incomplete.
Tracking, client collaboration, and notifications
Suralink provides a clear audit trail and accountability of all activity in the system, while instant notifications keep you up to date. Additionally, you can search and highlight documents, add pinned comments, tag users for instant notifications, and keep all client communication in one place to better streamline collaboration.
Any file size or type
Whether it’s an obscure compressed file, a giant Quickbooks backup, or something else altogether, Suralink can handle it. Any file type; any file size.
Business services and outsourcing
Business risk services
M&A and transaction services
Actuarial and insurance
Finance analytics
Corporate real estate
Forensics and investigations
Litigation and disputes
Insurance risk and recovery
Management advisory
Public housing authority
Regulatory enforcement
Restructuring and turnaround services
Valuation and business analytics
Wealth advisory