streamlining and simplifying audit, tax, and advisory
TRANSCRIPT
Streamlining and Simplifying Audit, Tax, and Advisory ProcessesS U R A L I N K — R E Q U E S T L I S T M A N A G E M E N T
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suralink.com©Copyright, Suralink Inc.
Suralink — Tax [email protected]
Increasing realization on tax engagements
Spend more time running your business and less time providing documentationWe recognize that businesses like yours have a virtually unlimited number of
options when it comes to choosing an accounting firm. The truth is, most firms
provide many of the same services. So when it comes to choosing a firm, choose
a firm that makes your life easier.
Suralink’s PBC request list management software streamlines and simplifies the
audit, tax, and advisory processes so you can get back to the business of running
your business.
suralink.com©Copyright, Suralink Inc.
Suralink — Tax [email protected]
Increasing realization on tax engagements
DELEGATE, ASSIGN, AND FILTER REQUESTS
• Delegate requests for documentation to other team
members
• Assign specific individuals to sensitive requests (like
payroll) and restrict access from other team members
working on the engagement
• Filter requests by status (outstanding, fulfilled,
pending, or returned) or owner
UNDERSTAND THE STATUS OF EACH ENGAGEMENT
AND REQUEST
• Get a real-time overview of active engagements and
their statuses
• Store drafts and final deliverables (audit papers,
updates, etc.)
GET AUTOMATIC UPDATES AND NOTIFICATIONS
• Receive a summary email of all activity from your
engagements every morning (or as desired)
• Get notified of activity in the Suralink app
PROTECT YOUR SENSITIVE INFORMATION
• Integrate your current two-factor authentication
provider or start using Google at no cost
• Protect sensitive information with inactivity time-out
and SSL AES 256-bit encryption
GET UP AND RUNNING QUICKLY
• Start working on requests immediately, without having
to download software
• Quickly invite other team members to join so you can
delegate tasks
• Drag and drop files for quick fulfillment
• Transfer files that are too large for email
Suralink makes it easier and faster to provide the documentation needed to
complete an engagement by providing dynamic request lists that update live
and eliminating duplicate requests from multiple spreadsheets.
suralink.com©Copyright, Suralink Inc.
Suralink — Tax [email protected]
Increasing realization on tax engagements
“Outstanding experience! This software
is ‘easy’ in a nutshell. It’s helpful beyond
words.”
Joy Hawkes
HR Director
WildWorks
“I’ve used Suralink multiple times to
coordinate with our CPA firm that
conducts our 401(k) audits and it makes
the interactions and required documents
much more convenient and clear.”
Sean Mackay
Senior HR Manager
MetaSource
“Our experience using Suralink has
been very positive. This product offers
great functionality. It has improved
communication with our auditors and
is a secure way to transmit confidential
information to our audit team.”
Sally Eidizadeh
Director of Accounting
Atlanta International School