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.
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.