18 years helping British businesses
choose better software
Suralink
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 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 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.
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Reviews of Suralink
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.
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.
Why not a mobile option?
Comments: Pretty good
Pros:
The daily email notifications recap are great.
Cons:
Mobile inaccessibility is a hinderance for field work.
Alternatives Considered:
Great product!
Comments: We use Suralink daily to send and track audit document requests from clients and it works seamlessly and quickly.
Pros:
This product is easy to use, timely, and helps immensely in tracking information and client requests.
Cons:
Often the notification summary in the website gets too overwhelming due to all the info it tracks--a different way to present the summary would be very helpful.
Making everyone's life easier!
Comments: It has helped us have greater oversight of audit queries and requests for information and how the client has fulfilled these requests. Organisation and efficiency has greatly improved.
Pros:
The ease of use, the user-friendly interface which provides just the right amount of information for both us and the client.
Cons:
If someone else set's up the client then it doesn't seem to appear on my dashboard when i'm invited to it.
