RINA Alert - January 28, 2022 | Volume 20, Issue 1
Suralink is a web-based application that combines a file portal, request list, and workflow features and our audit team uses it to help simplify the document workflow process.
We understand with the growth of remote work along with ever-increasing security and compliance regulations, it’s more important than ever to provide our tax clients with a secure way to easily request and share documents.
So, we are now making Suralink available to our tax clients.
If you used our previous portal system, your account will be set up in Suralink. If you’re new to using a portal system with RINA and you’d like to use Suralink to securely transfer data to us, then please reach out to your RINA tax professional and let us know.
Once we’ve set up your account, you’ll receive an email invitation and here’s all you’ll need to do:
- Click the included link and set your password
- Open your engagement and view your requested list
- Fulfill requests by dragging and dropping files from your computer onto the request
Suralink supports any file type, any size file, and you don’t need to install any software.
The RINA Executive team looked at the many solutions available in the market and felt that this was the best solution because of our prior experience with the software and the fact that it was designed specifically for the needs of accountants and their clients.
At RINA Accountants & Advisors, our clients are everything and we strive to deliver an overall client experience that makes you feel good, confident, and well taken care of financially.
We care about our clients’ success and are dedicated to learning your businesses and operations as well as your industries to bring you personalized and innovative solutions.
Please click here to download a Suralink tutorial or reach out to your RINA professional with any questions.