About Suralink

Suralink is a cloud-based workflow management solution designed to help accounting businesses streamline processes related to managing PBC (provided by client) lists, auditing, document transfer, and more. The platform comes with drag-and-drop functionality, which allows users to add files into the PBC lists and link them to client requests.

Suralink includes a tracking module, which enables managers to monitor client requests in real-time, as well as monitor team interactions across documents. The solution offers a host of features such as customizable templates, data import and export, roll forward, instant updates, approval workflows, audit trails, notifications, and more. The centralized dashboard also allows managers to review client engagement and manage document gathering in real time.

Suralink enables organizations to create personalized sub-domains with custom names and logos while the communication module lets managers add comments to client requests. Plus, the built-in secure document exchange system allows users to store encrypted documents and schedule automated backups.

Pricing starting from:

US$27.00/month

  • Free Version
  • Free Trial
  • Subscription

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Andorra, Albania, Angola, Argentina, American Samoa , Austria, Australia, Åland Islands, Bosnia & Herzegovina, Belgium, Burkina Faso, Bulgaria, Burundi, Benin, Bolivia, Brazil, Botswana, Belarus, Canada, Congo - Kinshasa, Central African Republic, Congo - Brazzaville, Switzerland, Cook Islands, Chile, Cameroon, Colombia, Cape Verde, Cyprus, Czechia, Germany, Djibouti, Denmark, Algeria, Ecuador, Estonia, Egypt, Eritrea, Spain, Ethiopia, Finland, Fiji, Falkland Islands, Micronesia, Faroe Islands, France, Gabon, United Kingdom, French Guiana, Guernsey, Ghana, Gibraltar, Greenland, Gambia, Guinea, Equatorial Guinea, Greece, Guam, Guinea-Bissau, Guyana, Croatia, Hungary, Ireland, Isle of Man, Iceland, Italy, Jersey, Kenya, Kiribati, Comoros, Liechtenstein, Liberia, Lesotho, Lithuania, Luxembourg, Latvia, Libya, Morocco, Monaco, Moldova, Montenegro, Madagascar, Marshall Islands, North Macedonia, Mali, Northern Mariana Islands, Mauritania, Malta, Mauritius, Malawi, Mexico, Mozambique, Namibia, New Caledonia, Niger, Norfolk Island, Nigeria, Netherlands, Norway, Nauru, New Zealand, Peru, French Polynesia, Papua New Guinea, Poland, Portugal, Palau, Paraguay, Réunion, Romania, Serbia, Russia, Rwanda, Solomon Islands, Seychelles, Sudan, Sweden, St Helena, Slovenia, Svalbard & Jan Mayen, Slovakia, Sierra Leone, San Marino, Senegal, Somalia, Suriname, São Tomé & Príncipe, Eswatini, Chad, Togo, Tunisia, Tonga, Turkey, Tuvalu, Tanzania, Ukraine, Uganda, United States, Uruguay, Vatican City, Venezuela, Vanuatu, Wallis & Futuna, Samoa, Mayotte, South Africa, Zambia, Zimbabwe

Supported Languages

English

Pricing starting from:

US$27.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Suralink Software - Suralink account settings
Suralink Software - Suralink requests status management
Suralink Software - Suralink engagements dashboard
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Suralink video
Suralink Software - Suralink account settings
Suralink Software - Suralink requests status management
Suralink Software - Suralink engagements dashboard

Features

Total features of Suralink: 59

  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Planning
  • Audit Trail
  • CPA Firms
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Configurable Workflow
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Email Reminders
  • File Sharing
  • File Transfer
  • Financial Reporting
  • For Government
  • For Tax Practices
  • Forms Management
  • Fund Accounting
  • Issue Management
  • Mobile Access
  • Monitoring
  • Nonprofits
  • Project Accounting
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Search/Filter
  • Secure Data Storage
  • Security Auditing
  • Status Tracking
  • Tax Management
  • Template Management
  • Workflow Management

Alternatives

TaxDome

4.7
#1 Alternative to Suralink
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ShareFile VDR

4.6
#2 Alternative to Suralink
ShareFile Virtual Data Room by Citrix helps businesses in finance, accounting, legal, healthcare, and other industries,...

Dropbox Business

4.5
#3 Alternative to Suralink
Dropbox Business is an off-site server for file syncing, storage and sharing which allows teams of all sizes to save...

Doc.It Suite

4.1
#4 Alternative to Suralink
Doc.It Suite helps businesses streamline document management, workflows, data backup, and more. The platform comes with...

Reviews

Overall rating

4.7 /5
(391)
Value for Money
4.7/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support
4.6/5

Already have Suralink?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 391
Christopher
Overall rating
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A massive time saver for CPAs and their clients

Reviewed on 07/02/2020

It has provided a higher level of professionalism to our information request process while greatly...

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.

Mike
Overall rating
  • Industry: Accounting
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Suralink Enhances and Simplifies Audit Evidence Collection Process

Reviewed on 09/10/2020

Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily...

Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily add licenses as needed.

Pros

Gone are the days of having a DRL or PBC that you manage in an Excel spreadsheet over e-mail or in a Dropbox, Box, or Sharepoint. Suralink does it for you with individual line items for each request, easy drag & drop to upload files, easily download all or just new files, track status, assign owners to requests, make requests private, and more. Can be used for any audit or advisory project where you need evidence from the client. Pay per firm user. Storage is unlimited, client engagements are unlimited.

Cons

Suralink is still developing new functionality. Just released some new APIs that should help. Security only has 2 levels: Staff or Manager.

Alternatives Considered

Dropbox Business, Box and Smartsheet

Reasons for Switching to Suralink

Suralink was the best solution for managing an audit engagement's evidence collection process. It's specifically designed for this.

Response from Suralink

Thanks for such a great review, Mike! We're glad you're finding value from Suralink. We're also happy to discuss new feature requests anytime. If there's ever anything we can do, please don't hesitate to reach out!

Mahmoud
Overall rating
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Suralink review

Reviewed on 23/11/2022

Pros

It's easy to use and works great, and it's very easy to learn. It would also be nice if it integrated with iChannel

Cons

I use this software and since then I haven't found any disadvantages

Dominick
Overall rating
  • Industry: Accounting
  • Company size: 201-500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 5.0 /10

Suralink: Wiss/WEST Growth

Reviewed on 26/02/2020

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.

Jill
Overall rating
  • Industry: Computer Software
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Useful but not perfect

Reviewed on 23/08/2022

We use Suralink to track our submissions for an annual SOC 2 test/audit. Overall, it's pretty...

We use Suralink to track our submissions for an annual SOC 2 test/audit. Overall, it's pretty helpful; the UI needs a LOT of work, though, to be much more user-friendly.

Pros

I like the running "bar" across the top of the UI that tells me where things stand.

Cons

The UI is INEFFICIENT and hard to reset.

Showing 5 reviews of 391 Read all reviews

Suralink FAQs

Below are some frequently asked questions for Suralink.

Suralink offers the following pricing plans:

  • Starting from: US$27.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Visit our website www.suralink.com for pricing details and to get in touch with our sales team.

Suralink has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

Suralink supports the following languages:

English

Suralink supports the following devices:

We do not have any information about what integrations Suralink has

Suralink offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Suralink.