Managing sensitive tax documents can be difficult—hundreds of files arrive at different times, making it hard to stay organized and track PBCs that have been received or are missing. Manual processes for organizing support and reconciling workpapers only add to the risk of errors and slow down your workflow.
Whether handling large corporate clients or individual engagements, you need a secure, streamlined solution to request, track, and manage tax documents with confidence.
Whether handling large corporate clients or individual engagements, you need a secure, streamlined solution to request, track, and manage tax documents with confidence.
Suralink is an automated tax document management solution that enables you to request, manage, track, and share tax documents with clients easily and efficiently.
Additionally, it empowers tax teams by streamlining the preparation and review of workpapers, ensuring a more efficient workflow and enabling timely, accurate tax filings for their clients.
Additionally, it empowers tax teams by streamlining the preparation and review of workpapers, ensuring a more efficient workflow and enabling timely, accurate tax filings for their clients.
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.
Corporate tax outsourcing
Federal tax preparation
IPO tax consulting
Sales and use tax
State and local tax
Tax provision
Individual tax planning
Nonprofit tax services