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 300 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 Pricing Overview

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

Starting Price

US$27.00/month

Pricing Details

Contact Suralink for pricing details.

Free Version

No

Free Trial

No

Deployment

Cloud, SaaS, Web

Training

In Person

Live Online

Documentation

Support

Business Hours

Online

Suralink Features

Accounting Software
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Expense Tracking
Fixed Asset Management
Fund Accounting
Government
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Alerts/Notifications
Asset Tracking
Audit Planning
Compliance Management
Dashboard
Forms Management
Issue Management
Mobile Access
Risk Assessment
Task Management
Workflow Management
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition
Version Control
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Suralink Reviews for UK Users

Showing 5 of 383 reviews

Overall
4.7/5
Ease of Use
4.6/5
Customer Service
4.6/5
Features
4.5/5
Value for Money
4.7/5
Christopher H.
Partner
Accounting, 13-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 07/02/2020

"A massive time saver for CPAs and their clients"

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.

  • Reviewer Source 
  • Reviewed on 07/02/2020
Michael S.
Partner
Accounting, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 07/02/2020

"Best Tool Available for Managing Audit-related Requests"

Comments: Mostly covered in the pros, but this has been a vast improvement over what we were doing previously and it's very easy to implement and administer.

Pros: This tool is built for auditors to manage our audit requests. It's a great alternative to the traditional spreadsheet and far superior from just a file sharing solution like ShareFile or Dropbox/Box. And it's much better for this specific purpose than Smartsheet. We've received positive feedback from many customers, and they typically say it's better than what the Big 4 or regional firms are offering. We even have several clients who have started using it internally within their internal audit departments. Customer service is very responsive, which is an added benefit.

Cons: There's not much to complain about, but we do wish it integrated with our Engagement software. And some alternative dashboard views for partners or managers who oversee lots of engagements would be appreciated.

  • Reviewer Source 
  • Reviewed on 07/02/2020
Dominick T.
Senior Account Manager
Accounting, 201-500 Employees
Used the Software for: 1+ year
  • Overall Rating
    3/5
  • Ease of Use
    1/5
  • Features & Functionality
    2/5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    5/10
  • Reviewer Source 
  • Reviewed on 26/02/2020

"Suralink: Wiss/WEST Growth"

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.

  • Reviewer Source 
  • Reviewed on 26/02/2020
Michael Y.
Senior Accountant
Accounting, 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
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 08/02/2020

"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 08/02/2020
Bryce R.
Audit Manager
Accounting, 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
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 07/02/2020

"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 07/02/2020