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advisory

Modernize, Simplify, and Improve the Advisory Experience

armaninos armaninos ellioott grf

Company Profile

Industry
Accounting
Employees
600
Since
1932
Location
Troy, MI

The Challenge

Manually Tracking and Managing Document Sprawl

The advisory services your firm provides are varied, covering everything from business services to wealth advisory, forensics, transaction and M&A, and everything in between.

Regardless of how many services you provide, they all have a common thread: they all require sharing and managing large numbers of sensitive documents. But manually tracking all those documents can be difficult, and using spreadsheets and email is both inefficient and insecure.

With Suralink, we’re now spending time on the audit instead of spending time on the back-and-forth with clients about files.
Adriana Vargas
Eastern Facilities Manager, Doeren Mayhew
 

The Solution

Automating the Document Request Process

Suralink is an automated document exchange and request list management solution that enables you to manage, track, and share documents with clients easily and efficiently. Suralink ensures your requests lists—for any type of advisory engagement—are always organized and on track.

We also help you provide a better experience for your clients, ensuring they always use your firm whenever they have advisory needs.

Dynamic request list management
All your client requests are in one place, updated in real-time, and accessible by everyone involved in the engagement.
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.
Clear tracking and visibility
Suralink provides a clear audit trail and accountability of all activity in the system, while instant notifications keep you up to date.
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.

Case Study

Five Ways a PBC Solution Simplifies Request List Management

Support for Every Advisory Service. Every Consultancy. Every Time.

No matter the advisory project you’re working on, Suralink can help you streamline the process so that you can spend more time on the interactions that matter. Our software supports all advisory-based engagements, including:

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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