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Client Portals and Workflow Technology

Client Portal – Suralink

Our Suralink platform combines a dynamic information request list (“PBC list”), assignment workflow, and secure file hosting with real-time updates for our Tax and Assurance engagements.

Sharefile

Please access our Sharefile site to easily access and securely share large files with us for your project.  Sharefile is typically utilized for your consulting engagements as well as a virtual data room for your project.

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