Suralink
Client Data Vault
Clients forget what they sent last year. Give them 24/7 access to find out — no firm involvement, no re-explaining.
Client Data Vault is Suralink's client-purchased service that gives accounting firm clients permanent, 24/7 access to their own prior engagement submissions, structured so firms stay independent under AICPA hosting rules. Clients show up more prepared, with fewer incomplete submissions and less re-explaining what's needed, and see exactly what they submitted last year next to this year's request, in a space your firm cannot see. No firm involvement, no lost institutional knowledge when staff turn over. Give your clients the context they've always been missing.
Other products & services
Suralink Agent Library
AI agents prescreen, vouch, and tie out the moment files land — you review and approve, not chase.
Request List Management
One live list for every document, request, & reply. No more digging through email. Manage the engagement, not the inbox.
Financial Statement Tie Out
Stop fat-fingered errors before they hit the report. AI-powered tie outs, built for audit-level accuracy.