Suralink

Salt Lake City, Utah, USA · ≈120 employees · suralink.com

Suralink is a leading automation and client collaboration platform designed specifically for accounting firms. Founded in 2014 and based in Salt Lake City, Utah, with an office in Brighton, UK, Suralink serves over 1,200 clients in the tax, advisory, and audit sectors worldwide. The company operates as a B2B SaaS provider in the Finance & Accounting Technology market, offering a fully-integrated "Request-to-Review" platform that enhances engagement workflows. The Suralink platform streamlines critical stages of client engagements, including workpaper preparation and review. Key features include dynamic request list management, secure document transfer, and a dedicated communication platform that fosters collaboration between accountants and clients. Additionally, Suralink incorporates AI-powered automation to reduce errors and improve efficiency. The platform also provides real-time dashboards for tracking document requests and managing team workflows, making it a valuable tool for accounting firms looking to enhance their operational effectiveness.

Accounting

Also: accounting software · secure document exchange · dynamic request list on top of a file portal · audit tools · saas · legal · accounting · file sharing · enterprise software · software · information technology · multi-file upload

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Suralink

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