Suralink

Overview

Suralink is a SaaS company founded in 2014 and based in Salt Lake City, Utah. It specializes in workflow software designed for accounting firms and related professionals. The company aims to enhance client collaboration by streamlining workpaper preparation, review processes, request list management, and approval workflows. Its platform is built to improve the efficiency and accuracy of engagements while reducing friction in client interactions.

The cloud-based platform features dynamic Prepared By Client (PBC) request lists, assignment workflows, secure file hosting, and real-time collaboration tools. It offers unlimited document storage, secure document transfer, and management capabilities, all aimed at simplifying workflows and enhancing the client experience. Suralink serves over 1,200 clients globally, including a diverse range of accounting firms, legal services, and financial institutions, catering to users from sole proprietors to large CPA firms in the US and Canada.

Basic Information

Contact Details

• Phone: +1 801-203-0002
• Website: suralink.com
• LinkedIn: linkedin.com/company/suralink

Key Focus Areas & Initiatives

• Accounting software
• Secure document exchange
• Dynamic request list on top of a file portal
• Audit tools
• SaaS
• File sharing
• Enterprise software
• Information technology
• Multi-file upload
• Collaboration tools
• Audit trail
• Workpaper automation
• Real-time tracking
• Custom sub-domains
• Excel integration
• Activity audit trail
• Accounting, tax preparation, bookkeeping, and payroll services
• Request list management
• Enterprise security
• Template management
• Document verification
• Client onboarding
• Workflow automation
• Client portal
• Bulk document handling
• B2B
• Tax
• Role-based permissions
• Workflow scheduling
• Compliance standards
• Operational efficiency
• Tax document management
• Document tracking
• Document search
• Client access management
• Data encryption
• Integrated research resources
• API integrations
• E-signature
• Financial reporting
• Audit
• Notifications and alerts
• Client collaboration
• Internal audit workflows
• Data security
• Audit workflows
• Customizable engagement
• Data matching automation
• Document version control
• Cloud-based platform
• Risk management
• API connectivity
• Internal audit
• Secure file sharing
• Workpaper review
• Client engagement management
• Document management
• Tax filing support
• Client request tracking
• Compliance
• Consulting
• File size handling
• Client feedback collection
• Pin comments
• AI-powered search
• Activity logging
• Financial services
• ROI calculator
• Multi-user collaboration
• Request management
• Client communication tagging
• Rollover engagements
• Audit efficiency
• Automation tools
• Finance
• Computer software
• Information technology & services
• Enterprises
• Computer & network security

Technologies Used

• AI
• Adobe Media Optimizer
• Atlassian Cloud
• Bing Ads
• Bootstrap Framework
• Cedexis Radar
• Chili Piper
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Formstack
• Gmail
• Google Analytics
• Google Apps
• Google Font API
• Google Tag Manager
• Hubspot
• Linkedin Login
• Linkedin Marketing Solutions
• Linkedin Widget
• Mailchimp Mandrill
• Microsoft Office 365
• Mobile Friendly
• React Redux
• Remote
• Route 53
• Seamless Web
• Sendgrid
• Slack
• Typekit
• Vimeo
• YouTube
• Zendesk
• Zoomdata
• Zopim

Affiliated Organizations & Regional Branches