
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 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
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
Audit Software
- Alerts/Notifications
- Asset Tracking
- Audit Planning
- Compliance Management
- Dashboard
- Forms Management
- Issue Management
- Mobile Access
- Risk Assessment
- Task Management
- Workflow Management
Document Management 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
Tax Practice Management Software
- Approval Process Control
- Billing & Invoicing
- Client Management
- Client Portal
- Document Management
- Due Date Tracking
- Scenario Planning
- Tax Filing
- Tax Forms
- Workflow Management
Suralink Alternatives - Capterra New Zealand 2021
More Suralink alternativesSuralink Reviews
Read all reviewsOverall rating
Average score
Mike S.
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Overall Rating5 /5
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Ease of Use5 /5
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Features & Functionality4 /5
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Customer Support5 /5
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Value for Money5 /5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 9/10/2020
"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 9/10/2020
Michael Y.
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Overall Rating5 /5
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Ease of Use5 /5
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Features & Functionality5 /5
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Customer Support5 /5
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Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 8/02/2020
"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 8/02/2020
Emily W.
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Overall Rating4 /5
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Ease of Use5 /5
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Features & Functionality4 /5
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Customer Support4 /5
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Value for Money4 /5
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Likelihood to Recommend
- Reviewer Source
- Reviewed on 12/11/2020
"Great Software!"
Pros: I love how easy it is to create categories and the ability to add as many requests to each category as you need.
Cons: There are occasional glitches that do not allow the ability to download client uploaded files.
- Reviewer Source
- Reviewed on 12/11/2020
Dominick T.
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Overall Rating3 /5
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Ease of Use1 /5
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Features & Functionality2 /5
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Customer SupportUnrated
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Value for MoneyUnrated
-
Likelihood to Recommend
- 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
John D.
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Overall Rating5 /5
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Ease of Use5 /5
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Features & Functionality5 /5
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Customer SupportUnrated
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Value for MoneyUnrated
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 7/02/2020
"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.
- Reviewer Source
- Reviewed on 7/02/2020