Suralink

Who Uses Suralink?

Suralink is a perfect fit for accounting firms of all sizes who want to streamline the PBC request list and document and workflow management processes.

What Is Suralink?

Suralink is the leader in PBC request list management, helping accounting firms simplify the audit documentation process while improving the client experience. Our cloud-based application integrates a dynamic PBC request list and assignment workflow with a secure file hosting platform to give clients access to an easy-to-use, all-in-one portal. Our technology and industry expertise help more than 300 of the leading firms in North America and the UK ensure a simpler, more secure audit process.

Suralink Details

Suralink

https://www.suralink.com/

Founded 2014

Support

  • Business Hours
  • Online

Deployment

  • Cloud, SaaS, Web

Training

  • In Person
  • Live Online
  • Documentation
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Suralink pricing overview

Suralink does not have a free version and does not offer a free trial. Suralink paid version starts at US$27.00/month.


Starting Price

US$27.00/month

Free Version

No

Free Trial

No

Suralink Features

  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • Government
  • Nonprofits
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management

View full list of Accounting Software

  • Alerts/Notifications
  • Asset Tracking
  • Audit Planning
  • Compliance Management
  • Dashboard
  • Forms Management
  • Issue Management
  • Mobile Access
  • Risk Assessment
  • Task Management
  • Workflow Management

View full list of Audit Software

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control

View full list of Document Management Software

  • Approval Process Control
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Scenario Planning
  • Tax Filing
  • Tax Forms
  • Workflow Management

View full list of Tax Practice Management Software

Suralink Alternatives

More Suralink alternatives

Suralink Reviews

Showing 5 of 385 reviews

Overall
4.7/5
Ease of Use
4.6/5
Customer Service
4.6/5
Features
4.5/5
Value for Money
4.7/5
Christopher H.
Partner
Accounting, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 07/02/2020

"A massive time saver for CPAs and their clients"

Comments: It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.

Pros: Extremely user friendly, minimal training needed for staff or clients.

Cons: The only issue that we have had to date has been clients using extremely old web browsers, which is hard to label as a Suralink issue.

  • Reviewer Source 
  • Reviewed on 07/02/2020
Michael S.
Partner
Accounting, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 07/02/2020

"Best Tool Available for Managing Audit-related Requests"

Comments: Mostly covered in the pros, but this has been a vast improvement over what we were doing previously and it's very easy to implement and administer.

Pros: This tool is built for auditors to manage our audit requests. It's a great alternative to the traditional spreadsheet and far superior from just a file sharing solution like ShareFile or Dropbox/Box. And it's much better for this specific purpose than Smartsheet. We've received positive feedback from many customers, and they typically say it's better than what the Big 4 or regional firms are offering. We even have several clients who have started using it internally within their internal audit departments. Customer service is very responsive, which is an added benefit.

Cons: There's not much to complain about, but we do wish it integrated with our Engagement software. And some alternative dashboard views for partners or managers who oversee lots of engagements would be appreciated.

  • Reviewer Source 
  • Reviewed on 07/02/2020
Nicole M.
Assurance Supervisor
Financial Services, 501-1,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    4/5
  • Ease of Use
    3/5
  • Features & Functionality
    2/5
  • Customer Support
    3/5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    7/10
  • Reviewer Source 
  • Reviewed on 05/08/2020

"Good but Could Use Some Improvements"

Comments: Good

Pros: I like the ease of use, ability to make requests, sections, and sub-sections.

Cons: I wish there was the ability to assign a priority level to each request (low priority, medium priority, high priority, urgent)

  • Reviewer Source 
  • Reviewed on 05/08/2020
Dominick T.
Senior Account Manager
Accounting, 201-500 Employees
Used the Software for: 1+ year
  • Overall Rating
    3/5
  • Ease of Use
    1/5
  • Features & Functionality
    2/5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Reviewed on 26/02/2020

"Suralink: Wiss/WEST Growth"

Pros: It works. I do not have experience with other software's so not certain how to compare. It would be great if it could integrate with iChannel

Cons: I work for WEST Growth, LLC which is a subsidiary of Wiss and Company, LLP. I do not have any other experience with secure portal except for Suralink so I am not sure how useful my opinion is, however, I have several clients who complain about the UI. Basically, it is not very straightforward/learning curve involved.

  • Reviewer Source 
  • Reviewed on 26/02/2020
Verified Reviewer
tax manager
Accounting, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    4/5
  • Ease of Use
    4/5
  • Features & Functionality
    4/5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    8/10
  • Reviewer Source 
  • Reviewed on 01/08/2020

"good not great"

Comments: It's good, but if I was making the decision what to use for PBC lists I'd choose smartsheet over Suralink, but your mileage may vary.

Pros: works well for PBC lists (provided by client) helps with client communication and has a good interface for back and forth conversations on various requests. generally easy to setup, navigate, and use

Cons: not as user friendly as a smartsheet, and a little more limited in abilities

Vendor Response

by Suralink on 05/08/2020

As always, we're disappointed to hear that someone doesn't love our product. However, we firmly believe that while SmartSheet is a great general tool and can be used to manage PBC lists, our platform is tailored to the CPA experience. With dynamic request list management, live updates, instant notifications, and much more, Suralink is the best tool available for CPAs needing to increase efficiency and improve the clients experience around PBC lists. That being said, we always love to hear how we can improve and would be happy to do another training on our platform to ensure it meets your needs.

  • Reviewer Source 
  • Reviewed on 01/08/2020