A better way to work—for every company
With Suralink, you can securely exchange documents with clients and others in your company easily and efficiently. We ensure you're always on track so you can spend your time on the interactions that matter.
All your engagements in one platform
Suralink's cloud-based application integrates a dynamic request list and assignment workflow solution with a secure file hosting platform to serve as a single location for client interaction.
Organize your requests
Create lists and set timelines so documents stay organized.
Invite users
Add clients and firm users to projects so they know what documents to provide and when.
Share and upload files
Securely transfer and store an unlimited number of documents by dragging and dropping.
Track progress
Get instant updates and follow the progress of requests while communicating with clients through integrated chat.
Popular Features
By combining a request list and file portal, Suralink streamlines the tools you use to request and receive information from clients.
What customers are saying about Suralink ...
In a larger audit we are probably saving 30 to 50 hours. Having everything real-time and in one place is pretty impactful.
Destiny Flood
Audit Senior Manager
PP&CO
