Client Portals and Workflow Technology
Use our Suralink workflow software to access and upload information requests for your Financial Statement Audit, Review, and related Tax Returns. Our Suralink platform combines a dynamic information request list (“PBC list”), assignment workflow, and secure file hosting with real-time updates.
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.