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 pricing overview
Suralink does not have a free version. Suralink paid version starts at $20.00/month.
Starting Price
$20.00/month
Pricing Details
Pricing starts at $20 per user per month. Contact Suralink for full pricing details.
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
Accounting Software
- 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
Audit 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
Document Management 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
Tax Practice 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
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Suralink Reviews
Read all reviewsOverall rating
Average score
Mike S.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality4 /5
-
Customer Support Software5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- 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.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support Software5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- 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
Jill M.
-
Overall Rating3 /5
-
Ease of Use2 /5
-
Features & Functionality5 /5
-
Customer Support Software1 /5
-
Value for Money3 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 01/03/2021
"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 01/03/2021
Angela W.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support SoftwareUnrated
-
Value for MoneyUnrated
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 21/01/2021
"By FAR one of my favorite accounting tools"
Pros: What is NOT to love about Suralink? It makes it incredibly simple to have my clients upload documents that we need, and that the whole team can access the documents in one place, instead of CCing each other on group emails, or forwarding audit support. It also is very helpful in that it tracks who uploaded specific documents and when, as that has helped our team more than once prove that something a client was saying was incorrect, and we had actual evidence to support it. Thank you Suralink team!
Cons: Our firm had an issue with the way Suralink was rolling the documents from year to year, which caused hours of headache once I'd discovered it. We have thankfully since resolved the issue.
- Reviewer Source
- Reviewed on 21/01/2021
Bryce R.
-
Overall Rating4 /5
-
Ease of Use5 /5
-
Features & Functionality4 /5
-
Customer Support Software5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- 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
