Simplified File Sharing and Viewing is Coming Soon

By Eric Mangal, CPA

September 28, 2022

To simplify our quarterly payroll, sales, and mill tax form delivery process, Grimbleby Coleman will be implementing Suralink effective October 1, 2022.

Suralink is an easy-access portal platform that allows secure file sharing, tracking, organization, and automation of your requests. We have been utilizing this software for some time but will implement Suralink specifically for the delivery of all third-quarter and future quarterly reports.

You will first receive an email invitation from Suralink to set up your account, which will give you access to documents published in your portal. You will receive an email notification when files are added to your Suralink portal account. Your files will not have an expiration date, allowing all shared documents to be viewed at any time.

In addition to personal access, there is an option to add guest user access to specific forms as requested. This is ideal for sharing information with department managers, worker’s comp auditors, or others.

Another benefit is that a quarterly authorization letter is no longer required; however, please continue to review reports for required action items such as making payments.

Get In Touch

We are excited to offer this tool to our clients, and we hope that it will be a valuable resource. If you have any questions, please contact us by calling (209)527-4220 or emailing us at contactus@gccpas.net.

Thank you for the opportunity to serve you!