The Selden Fox Portal is a convenient, secure electronic storage space where files can be shared while maximizing the security of sensitive information.
With your personal portal, you gain bidirectional file exchange capabilities that make it easy for you to securely deliver and receive documents, and facilitate collaboration with the Selden Fox team. The portal also supports the upload of even the largest files. Contact your Selden Fox professional or Maryanne Adams to create your personal portal today.
Suralink is the software used to support and manage our client portal. Suralink is a cloud-based workflow management solution designed to help accounting businesses streamline processes related to managing PBC (provided by client) lists, auditing, tax documentation, and client/firm document transfer and collaboration. With this system, you have unmatched convenience through instant access to documents — including tax returns, financial statements and source documents. The full-featured user interface provides fast and simple upload and download functionality.