Suralink

suralink.com

Thousands of CPAs use Suralink to manage PBC request lists, securely transfer documents, and improve the client experience. The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting to deliver a more efficient and organized engagement. For the first time, everyone involved has a real-time view of the document collection process. The easiest way to interact with your clients. Request a demo at https://www.suralink.com