Secure Upload

Easily view your request list and submit your documents.

Secure your data with  Suralink 

What is Suralink?

Suralink is the system you use to submit and manage your sensitive documents with DiMercurio Advisors. Think of it like a simple checklist that tracks which documents are needed, which have been submitted, and which have been approved.

For more information about Suralink, read our Guide to Tax Season.

Next steps

Sign back into your Suralink account to pick up where you left off!

FAQ: What types of documents will I need to submit for my tax return?

View tax return checklists for your business return and your individual return.

Have another question?

Reach out to a DiMercurio Advisors team member or Contact Us.