What Is Suralink?

Suralink is the leader in PBC request list management, helping accounting firms simplify the audit and tax 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 an easy-to-use, all-in-one portal. Our technology and industry expertise help 800+ of the leading firms in North America and the UK ensure a simpler, more secure audit and tax process.

Who Uses Suralink?

Suralink is a perfect fit for accounting firms of all sizes and all departments that want to streamline the PBC request list and document management processes.

Where can Suralink be deployed?

Cloud-based
On-premise

About the vendor

  • Suralink
  • Located in Salt Lake City, US
  • Founded in 2014

Suralink support

  • Phone Support
  • Chat

Countries available

Albania, Algeria, American Samoa, Andorra, Angola and 143 others

Languages

English

Suralink pricing

Starting Price:

US$27.00/month
  • No free version

Suralink does not have a free version. Suralink paid version starts at US$27.00/month.

About the vendor

  • Suralink
  • Located in Salt Lake City, US
  • Founded in 2014

Suralink support

  • Phone Support
  • Chat

Countries available

Albania, Algeria, American Samoa, Andorra, Angola and 143 others

Languages

English

Suralink videos and images

Suralink Software - Dashboard
Suralink Software - PBC List Management
View 3 more
Suralink video
Suralink Software - Dashboard
Suralink Software - PBC List Management

Features of Suralink

  • Access Controls/Permissions
  • Accounting Software
  • Activity Dashboard
  • Archiving & Retention
  • Audit Planning
  • Audit Trail
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Dashboard Software
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • File Sharing Software
  • Financial Reporting Software
  • For Tax Practices
  • Forms Management
  • Project Accounting Software
  • Reporting & Statistics
  • Status Tracking
  • Workflow Management Software

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Reviews of Suralink

Average score

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

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
75%
4
21%
3
3%
Christopher
Christopher
Partner in US
Verified LinkedIn User
Accounting Software, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

A massive time saver for CPAs and their clients

5.0 3 years ago

Comments: 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
Mike
Partner in US
Verified LinkedIn User
Accounting Software, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source

Suralink Enhances and Simplifies Audit Evidence Collection Process

5.0 2 years ago

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.

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.

Suralink Response

2 years ago

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
Expert-Comptable in Burkina Faso
Accounting Software, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Suralink review

5.0 5 days ago New

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
Senior Account Manager in US
Accounting Software, 201-500 Employees
Used the Software for: 1+ year
Reviewer Source

Suralink: Wiss/WEST Growth

3.0 3 years ago

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
Director, Compliance in US
Computer Software, 11-50 Employees
Used the Software for: 1+ year
Reviewer Source

Useful but not perfect

4.0 3 months ago

Comments: 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.