Suralink
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ABOUT & FEATURES - SURALINK
Suralink: Tax Practice Management Software for accounting firms. Simplifies the tax documentation process and enhances the client experience. Automates tax request lists and document management. Integrates a dynamic tax request list with a cloud-based application. Assigns workflow and provides secure file hosting for clients through an all-in-one portal. Streamlines PBC request lists, document management, and workflow processes. Offers features like alerts/notifications, approval process control, audit planning, client management, client portal, collaboration tools, CPA firms, dashboard, document management, due date tracking, forms management, fund accounting, nonprofits, project accounting, and more.
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