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Suralink Secure Client Portal

FMF&E is implementing a new and improved secure portal named "Suralink." Suralink is an easy to use web-based professional exchange and storage system to streamline our audit and tax compliance process. In addition, the system includes a dynamic request list tailored to your business and a secure file sharing transfer administration.

Suralink encrypts your data both in transmission and at rest and protects you and your data with multi-factor authentication, inactivity time-out, restricted access management, SSL AES 256-bit encryption, and uses SSAE16 Type II SOC1 and SOC2 data centers.

Your FMF&E client team will notify you when you should begin using the new system. The system will issue a registration email to assist with the setup of your account. Look for this email from notifications@suralink.com. The registration and setup is easy. Your FMF&E client team will help you with using Suralink, and additional information and instructions are included below.

We look forward to working with you and expect the new system to meet our high standards for security and efficiency. We believe you will find the system easy to use and productive.

What is the Suralink Portal System?

Suralink is a web-based application that combines a file portal, request list, and workflow features. Each request has a status of outstanding, fulfilled, accepted, or returned. Each request holds files uploaded by both parties, comments, responsibility assignments, and a full activity log. Simply drag and drop files from your computer onto the correct request to upload files and fulfill requests.

Why Suralink?

Suralink provides a much more transparent and efficient way to request and receive information. It allows all of our requests to be in the same place, visible by everyone involved, and updated in real-time. Suralink adds an additional level of clarity and organization to the information collection process and provides you with the easiest way to upload files.

Suralink Security

Data is backed up daily, and Suralink servers are housed in SSAE16 Type II SOC1, SOC2 compliant data centers. Additionally, users can protect their account with optional Two-Factor Authentication. For more information on security, visit their website.

Let’s Get Started!

First, you will receive an email invitation for the system from notifications@suralink.com. Next, set your password and view the unique request list for your engagement. Finally, simply drag and drop a file from your computer onto the request line item in the list to fulfill a request. It links and attaches to the request, and the firm is notified. Suralink supports any file type and any file size. Providing documents has never been easier.

Additional Help

Below are user guides for additional assistance for using Suralink. In addition, there are two short videos on the basic use of Suralink; find these on the context menu at the bottom of the Suralink web page after logging in. Although the system is intuitive and easy to use, you may find these resources helpful:



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