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

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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

Suralink deployment and support

Support

  • Business Hours
  • Online

Deployment

  • Cloud, SaaS, Web

Training

  • In Person
  • Live Online
  • Documentation

Suralink Features

  • 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

View full list of Accounting Software

  • Alerts/Notifications
  • Asset Tracking
  • Audit Planning
  • Compliance Management
  • Dashboard
  • Forms Management
  • Issue Management
  • Mobile Access
  • Risk Assessment
  • Task Management
  • Workflow Management

View full list of Audit Software

  • 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

View full list of Document Management Software

  • Approval Process Control
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Scenario Planning
  • Tax Filing
  • Tax Forms
  • Workflow Management

View full list of Tax Practice Management Software

Suralink Alternatives

More Suralink alternatives

Suralink Reviews for UK Users

Read all reviews

Overall rating

4.7/5

Average score

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

Review software

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Mike 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 09/10/2020

"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 14/10/2020

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 09/10/2020
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
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
Ashley B.
Manager
Accounting, 51-200 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
    10/10
  • Reviewer Source 
  • Reviewed on 14/10/2020

"Suralink is a must have for an auditor"

Comments: I would recommend this to anyone! I will continue to promote this product.

Pros: I love how easy it is to correspond with the client and reject/accept workpapers. I have heard only good things from the client regarding this.

Cons: I wish the client was able to add the users they would like to add - not a big deal and can easily be added from the accountant side.

  • Reviewer Source 
  • Reviewed on 14/10/2020
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