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

Devices

Business size

S M L

Markets

Canada, United Kingdom, United States

Supported Languages

English

Pricing starting from:

USD 20.00/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 Software - Suralink account settings Suralink Software - Suralink requests status management Suralink Software - Suralink engagements dashboard

Features

Total features of Suralink: 37

  • Access Controls/Permissions
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Planning
  • Automatic Backup
  • CPA Firms
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Configurable Workflow
  • Customisable Branding
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Financial Reporting
  • For Government
  • Forms Management
  • Fund Accounting
  • Nonprofits
  • Project Accounting
  • Real Time Monitoring
  • Real Time Notifications
  • Real-time Updates
  • Secure Data Storage
  • Tax Management
  • Template Management
  • Timeline Management
  • Workflow Management

Alternatives

Microsoft Excel

4.8
#1 Alternative to Suralink
Explore Excel. New data analysis tools help you track and visualize your data for greater insight, plus more ways to...

Smartsheet

4.5
#2 Alternative to Suralink
Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work....

Box

4.3
#3 Alternative to Suralink
Box is the Content Cloud — a single, secure, easy-to-use platform built for the entire content lifecycle, from file...

Dropbox Business

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

Reviews

Overall rating

4.7 /5
(389)
Value for Money
4.7/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support
4.6/5

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Showing 5 reviews of 389
Mike S. Mike S.
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

Box, Smartsheet and Dropbox Business

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!

Michael Y. Michael Y.
Overall rating
  • 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 SharePoint

Reasons for Choosing Suralink

Suralink had everything we were looking for. Internal softwares were clunky and no one knew how to use them

Switched From

Microsoft SharePoint

Reasons for Switching to Suralink

Much more suitable for an audit engagement, easier to use
Jill M. Jill M.
Overall rating
  • 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.

Bryce R. Bryce R.
Overall rating
  • 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.

John D. John D.
Overall rating
  • Industry: Real Estate
  • Company size: 1,001-5,000 Employees
  • Used for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Completely streamlined audit process

Reviewed on 07/02/2020

Pros

Our organization is extremely complex due to the fact that we have a large number of Legal Entities. The ability to create Audit PBC templates and simply copy those across all our entities in mass has reduced the administrative burden to near-zero time spent by our IT team. The administration is simple enough that our External Auditors own 95% of the process. Prior to adopting Suralink, this process was maintained on SharePoint and was an extremely burdensome process for our organization.

Cons

It would be nice to create dynamic PBCs based on a questionnaire. Often times the nature of our legal entities will create additional PBC items. This is ruled base and could be automated, but is manageable to manually track.

Showing 5 reviews of 389 Read all reviews

Suralink FAQs

Below are some frequently asked questions for Suralink.

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.

Suralink has the following typical customers:

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

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, Phone Support, Chat

Related categories

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