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On the recordRead 7 Oct 202612 facts
Suralink
Salt Lake City, Utah, United States
Plans and prices
Cloud Testing Suite
Priced on request
Requires CORE · Document Prescreen Agent AI · Data Vouching Agent AI · Workpaper Import to Excel
Read 7 Oct 2026 · suralink.com
E-Signature Add-on
Priced on request
Requires CORE · KBA · Automated reminders · Guest signer does not need a Suralink account
Read 7 Oct 2026 · suralink.com
Financial Statement Tie Out
Priced on request
Requires CORE · Mathematical Accuracy AI · Internal Consistency AI · Prior Year Consistency AI
Read 7 Oct 2026 · suralink.com
Secure File Sharing Add-On
Priced on request
Requires CORE · Unlimited file transfer · Outlook integration
Read 7 Oct 2026 · suralink.com
Suralink CORE
Priced on request
Dynamic request lists · AI and OCR features · SSO · 50+ API endpoints
Read 7 Oct 2026 · suralink.com
Workpaper Suite
Priced on request
Requires CORE · Excel add-in · Linked Answers AI and Extract Links AI available as add-ons
Read 7 Oct 2026 · suralink.com
On the record
- Client access
- The maker says client access is free and unlimited, so firms can invite clients without needing additional client licenses.suralink.com · read 7 Oct 2026
- Compliance
- Suralink says its data centers are SOC 1, SOC 2, and SOC 3 compliant and that it adheres to CCPA requirements and GDPR guidelines.suralink.com · read 7 Oct 2026
- Document prescreen
- Document Prescreen reviews client uploads against the request and flags issues such as mismatched document types, missing pages, or wrong tax years.suralink.com · read 7 Oct 2026
- File sharing
- Secure File Sharing supports file transfers of any size and type, personalized links, bulk upload and download, and web access for recipients without an account.suralink.com · read 7 Oct 2026
- Integrations
- The maker lists integrations for Microsoft Outlook, Trullion, Materia, DataSnipper, Claude by Anthropic, and Microsoft Copilot, and says its REST API has more than 50 endpoints.suralink.com · read 7 Oct 2026
- Intended users
- The company says it serves tax, advisory, and audit accounting clients, as well as legal services, security consulting, financial services, and banking companies.suralink.com · read 7 Oct 2026
- Pricing availability
- The pricing page asks visitors to request a demo to find the right plan and does not state prices.suralink.com · read 7 Oct 2026
- Purpose
- Suralink describes itself as an agentic automation platform for accounting professionals and their clients that unifies the Request-to-Review process.suralink.com · read 7 Oct 2026
- Request management
- Request List Management lets accounting firms request, receive, track, and approve client documents and signatures with real-time dashboards and notifications.suralink.com · read 7 Oct 2026
- Security
- Suralink lists MFA, role or engagement based access restrictions, AES-256 encryption, daily offsite backups, and activity audit trails.suralink.com · read 7 Oct 2026
- Workpaper Suite
- Workpaper Suite integrates with Excel based workpapers and supports data extraction, data matching, document links, and syncing updated client files.suralink.com · read 7 Oct 2026
