Suralink is a workflow management solution, which helps accounting firms streamline processes related to managing provided by client (PBC) lists, audits, document transfers, and more. The drag-and-drop functionality allows users to add files into the PBC lists and link them to client requests.
Suralink is a workflow management solution, which helps accounting firms streamline processes related to managing provided by client (PBC) lists,...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Taxjoy facilitates seamless and secure communication between tax professionals - including accountants, enrolled agents, tax attorneys and tax advisors - and their clients, enabling them to share and collaborate on any tax documents
Taxjoy facilitates seamless and secure communication between tax professionals - including accountants, enrolled agents, tax attorneys and tax...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

US$20,00/month

  • Free
  • Subscription

Starting from

US$35,00/month

  • Free
  • Subscription

Overall rating

4,7 /5
(389)
Ease of Use
4,6/5
Features & Functionality
4,5/5
Customer Service
4,6/5
Value for Money
4,7/5

Overall rating

2 /5
(1)
Ease of Use
1/5
Features & Functionality
3/5
Customer Service
0/5
Value for Money
0/5

Total features 40

  • ACH Payment Processing
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Assignment Management
  • Audit Management
  • Audit Planning
  • Automatic Backup
  • Backup and Recovery
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CPA Firms
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Configurable Workflow
  • Credit Card Processing
  • Customer Accounts
  • Customizable Branding
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Deadline Management
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Email Invitations & Reminders
  • Email Management
  • Financial Reporting
  • For Government
  • Forms Management
  • Fund Accounting
  • Historical Reporting
  • Inbox Management
  • Invoice Management
  • Nonprofits
  • Personalization
  • Project Accounting
  • Project Workflow
  • Purchasing & Receiving
  • Real Time Monitoring
  • Real Time Notifications
  • Real-time Updates
  • Reminders
  • SSL Security
  • Secure Data Storage
  • Task Management
  • Tax Management
  • Template Management
  • Timeline Management
  • Workflow Management

Total features 27

  • ACH Payment Processing
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Assignment Management
  • Audit Management
  • Audit Planning
  • Automatic Backup
  • Backup and Recovery
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CPA Firms
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Configurable Workflow
  • Credit Card Processing
  • Customer Accounts
  • Customizable Branding
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Deadline Management
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Email Invitations & Reminders
  • Email Management
  • Financial Reporting
  • For Government
  • Forms Management
  • Fund Accounting
  • Historical Reporting
  • Inbox Management
  • Invoice Management
  • Nonprofits
  • Personalization
  • Project Accounting
  • Project Workflow
  • Purchasing & Receiving
  • Real Time Monitoring
  • Real Time Notifications
  • Real-time Updates
  • Reminders
  • SSL Security
  • Secure Data Storage
  • Task Management
  • Tax Management
  • Template Management
  • Timeline Management
  • Workflow Management
  • Gmail
  • Microsoft Outlook
  • Gmail
  • Microsoft Outlook