Suralink
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.
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Reviews
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- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Excellent Product
Reviewed on 17/02/2020
Overall my experience has been excellent. If push notifications would be implemented I would have...
Overall my experience has been excellent. If push notifications would be implemented I would have zero complaints.
Pros
I love the security that comes with using this product. It is very easy to communicate with clients via suralink and reassure them that their information would be handled carefully and securely.
Cons
I don't like that there isn't an option for push notifications and I have to type a passcode in each time I login.
- Industry: Accounting
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Very efficient and user friendly
Reviewed on 07/02/2020
I always recommend Suralink to friends at other firms. It's super self explanatory and easy to use....
I always recommend Suralink to friends at other firms. It's super self explanatory and easy to use. It keeps things simple, but also is enough to get the job done.
Pros
I like how easy it is to visualize what items have been submitted from the client and what we are still waiting on.
Cons
I don't like how it shows when we download files in the comments. If I download a file multiple times I don't want my client to see that.
- Industry: Accounting
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Review
Reviewed on 17/02/2020
Pros
Everything works well, sometimes need more time to load.
Cons
Sometimes I couldn't download the firm upload files
- Industry: Accounting
- Company size: 51–200 Employees
- Used Monthly for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
good not great
Reviewed on 01/08/2020
It's good, but if I was making the decision what to use for PBC lists I'd choose smartsheet over...
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
Response from Suralink
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.
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
A great solution for document management
Reviewed on 17/02/2020
Pros
Status update/email notification.
Easy to upload and download documents.
Cons
Sometimes Search function is not responsive.
Suralink FAQs
Below are some frequently asked questions for Suralink.Q. What type of pricing plans does Suralink offer?
Suralink offers the following pricing plans:
- Starting from: US$29.00/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.
Q. Who are the typical users of Suralink?
Suralink has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Suralink support?
Suralink supports the following languages:
English
Q. Does Suralink support mobile devices?
Suralink supports the following devices:
Q. What other apps does Suralink integrate with?
We do not have any information about what integrations Suralink has
Q. What level of support does Suralink offer?
Suralink offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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