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 400 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

Suralink Software - Dashboard
Suralink Software - PBC List Management
Suralink Software - Dashboard - thumbnail
Suralink Software - PBC List Management - thumbnail

Suralink pricing overview

Suralink does not have a free version. Suralink paid version starts at US$20.00/month.


Starting Price

US$20.00/month

Free Version

No

Suralink deployment and support

Support

  • Email/Help Desk
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based

Training Software

  • In Person
  • Live Online
  • Documentation

Suralink Features

  • API
  • Access Controls/Permissions
  • Accounting Software
  • Accounts Payable Software
  • Accounts Receivable Software
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CPA Firms
  • Compliance Management
  • Credit Card Processing
  • Document Storage
  • Expense Claims
  • Expense Tracking
  • Financial Management Software
  • Financial Reporting Software
  • Fixed Asset Management Software
  • For Government
  • Fund Accounting Software
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management Software
  • Inventory Tracking
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management Software
  • Payroll Management
  • Project Accounting Software
  • Project Management Software
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management Software
  • Third Party Integrations
  • Workflow Management Software

View full list of Accounting Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Tracking Software
  • Audit Management
  • Audit Planning
  • Audit Trail
  • Change Management Software
  • Compliance Management
  • Configurable Workflow
  • Corrective and Preventive Actions (CAPA)
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Dashboard Software
  • Data Visualization Software
  • Document Management Software
  • Document Storage
  • Forms Management
  • Incident Management Software
  • Inspection Management
  • Issue Management
  • Mobile Access
  • Monitoring
  • Offline Access
  • Policy Management Software
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Reporting & Statistics
  • Risk Alerts
  • Risk Analytics
  • Risk Assessment
  • Role-Based Permissions
  • Security Auditing
  • Status Tracking
  • Task Management Software
  • Template Management
  • Third Party Integrations
  • Training Management
  • Version Control
  • Workflow Management Software

View full list of Audit Software

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Management System (CMS) Software
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Digital Signature Software
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation Software
  • Document Management Software
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management Software
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing Software
  • File Transfer
  • Forms Management
  • Full Text Search
  • Offline Access
  • Optical Character Recognition
  • Projections
  • Reporting & Statistics
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Tagging
  • Task Management Software
  • Template Management
  • Third Party Integrations
  • Version Control
  • Workflow Management Software

View full list of Document Management Software

  • ACH Payment Processing
  • Access Controls/Permissions
  • Accounting Software
  • Activity Dashboard
  • Ad hoc Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Automatic Backup
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Cash Management
  • Client Management
  • Client Portal
  • Compliance Management
  • Configurable Workflow
  • Credit Card Processing
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Email Invitations & Reminders
  • Employee Management
  • Expense Claims
  • Invoice Management
  • Mobile Access
  • Payroll Management
  • Project Management Software
  • Purchasing & Receiving
  • QuickBooks Integration
  • Real-time Updates
  • Receipt Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Sales Tax Management
  • Scenario Planning
  • Status Tracking
  • Task Management Software
  • Tax Filing
  • Tax Forms
  • Third Party Integrations
  • Timeline Management
  • Timesheet Management
  • Transaction History
  • Workflow Management Software

View full list of Tax Practice Management Software

Suralink Alternatives

More Suralink alternatives

Suralink Reviews

Read all reviews

Overall rating

4.7/5

Average score

Ease of Use 4.6
Customer Service Software 4.6
Features 4.5
Value for Money 4.7

Review software

Share your experiences with other software buyers.

Write a Review!
Mike S.
Partner
Accounting Software, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020-10-09

"Suralink Enhances and Simplifies Audit Evidence Collection Process"

Comments: 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.

Vendor Response

by Suralink on 2020-10-14

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!

  • Reviewer Source 
  • Reviewed on 2020-10-09
Michael Y.
Senior Accountant
Accounting Software, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020-02-08

"Best PBC Request/File Share Site I Have Used"

Comments: 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

  • Reviewer Source 
  • Reviewed on 2020-02-08
Jill M.
Communications Manager
Computer Software, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    3 /5
  • Ease of Use
    2 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    1 /5
  • Value for Money
    3 /5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Reviewed on 2021-03-01

"Tech support unresponsive and unhelpful"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2021-03-01
Bryce R.
Audit Manager
Accounting Software, 2-10 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    4 /5
  • Customer Support Software
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2020-02-07

"Efficiency and Clarity"

Comments: 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.

  • Reviewer Source 
  • Reviewed on 2020-02-07
John D.
Business Technology Manager
Real Estate, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support Software
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2020-02-07

"Completely streamlined audit process"

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.

  • Reviewer Source 
  • Reviewed on 2020-02-07