Simplify document exchange for a secure client experience.
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Showing 61-62 out of 62
LN
Loan N
09/15/20
"Great tool for tracking and updating PBC audit and tax requests!"
What do you like best about Suralink? Suralink is a great tool to use for both small and large firms to keep track of PBC requests sent by clients and to visually show the completion of the audit with its very user-friendly interface.
MS
Michael S
09/24/19
"Suralink Makes Audit Evidence Gathering Much Cleaner"
What do you like best about Suralink? Suralink has changed the audit evidence or PBC request list gathering process and provides an easy to use interface that clients can understand and pick up quickly. Easy status changes, periodic reporting, easy file uploads.
