Increase Efficiency.
Improve Client Experience.
Keep Information Secure.
A Better Way to Work
At Berman Hopkins, we are on a mission to make the client experience easier and more secure. We partner with Suralink to offer our clients a secure, streamlined, and user-friendly platform that allows you to communicate with advisors, share personal information, exchange documents, and sign e-file authorization forms with ease. All from the modern convenience of a computer, smartphone, or tablet.
We are genuinely excited about this online professional exchange system, and we think you will be, too!
Getting Started with Suralink
01
You will receive an email from notifications@suralink.com stating that a Berman Hopkins employee has invited you to join Suralink.
02
Click the “Create Account” link within the email to create your account, which will also require you to verify your email address via a follow-up email.
03
You will then be directed to Suralink’s website to create your account. Your name and email should automatically generate. Once there, you will create a password and check the box that states, “I have read and understand my responsibilities and the privacy policy.” You can also set up the frequency of your notifications. Then click “Create Your Account.”
Connect with Your Accounting Professional
Suralink is a user-friendly, web-based professional exchange and storage system to streamline the audit and tax compliance process. The system combines a dynamic file portal, request list, and workflow features tailored to your business needs. With Suralink, all document requests are centralized in one place and updated in real time.
Each request clearly shows its status—outstanding, fulfilled, accepted, or returned—and includes uploaded files, comments, responsibility assignments, and a detailed activity log.
Suralink adds clarity, organization, and efficiency to the information collection process—making it easier than ever to collaborate with our team.
