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:
USD 20.00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Suralink
Business size
Deployment
- Cloud-based
- On-premises
Markets
Canada, United Kingdom, United States
Supported Languages
English
Pricing starting from:
USD 20.00/month
- Free Version
- Free Trial
- Subscription
Top 5 alternatives to Suralink
Images
Features
Total features of Suralink: 36
Alternatives
Microsoft Excel
Smartsheet
Box
Dropbox Business
Reviews
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- 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.
- 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.
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!
- Industry: Computer Software
- 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 0.0 /10
Tech support unresponsive and unhelpful
Reviewed on 01/03/2021
User level, three years in, never had a problem until last week. Don't bother reaching out to their...
User level, three years in, never had a problem until last week. Don't bother reaching out to their tech support people unless you enjoy screaming into the abyss.
Pros
I'm a user. When Suralink works, it works fine. The UI could be a little more user-friendly but that's not fatal.
Cons
When the software starts throwing errors (and they all do, eventually) and you reach out to tech support, you're on your own. I spent TWO HOURS trying to clarify THEIR problem for the folks in the online chat, then I got the standard "We're so sorry. We're working on your problem and we'll notify you VERY SOON about our progress" email and that's the last I've heard.
I'm very disappointed in the level of customer care these folks are showing.
- Industry: Accounting
- Company size: 51-200 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best PBC Request/File Share Site I Have Used
Reviewed on 08/02/2020
Exceptional. I've used a few different PBC request/file share sites and none of them have come close
Exceptional. I've used a few different PBC request/file share sites and none of them have come close
Pros
Very simple to use, the client view is just like the audit team view so I can walk them through the site, easy to upload, has almost every feature we were looking for, and they are constantly upgrading based on my feedback
Cons
No setup to send automatic status updates to clients throughout an engagement. Must remember to send them manually
Alternatives Considered
Microsoft SharePointReasons for Choosing Suralink
Suralink had everything we were looking for. Internal softwares were clunky and no one knew how to use themSwitched From
Microsoft SharePointReasons for Switching to Suralink
Much more suitable for an audit engagement, easier to use- Industry: Accounting
- Company size: 2-10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Efficiency and Clarity
Reviewed on 07/02/2020
I am all in on this app. My clients are appreciating it too.
Efficiency on our side and theirs is...
I am all in on this app. My clients are appreciating it too.
Efficiency on our side and theirs is up.
Pros
I really like the ability to go in, as an audit manager, and get an idea of the status of the audit is. I can see how responsive the client is. I can see how responsive staff is being. This allows me to focus on my attention on the clients that are being responsive. This is very important during busy season. I am constantly in Suralink during busy season, even if staff is doing the interacting with the client.
I am also quickly finding the power of the status reports that are sent out to the client and I am beginning to only send communication to the client through the status report function rather than email from Outlook.
Cons
The process of switching from one engagement to another takes one or two steps more than I would like. Maybe having a tool/navigation bar on the side could help.
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: USD 20.00/month
- Pricing model: Subscription
- Free Trial: Not Available
Pricing starts at $20 per user per month. Contact Suralink for full pricing details.
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, Phone Support, Chat
Related categories
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