Suralink

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

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PBC List Management
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PBC List Management-thumb

Suralink pricing overview

Suralink does not have a free version. Suralink paid version starts at US$20.00/month.


Starting Price

US$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

  • In Person
  • Live Online
  • Documentation

Suralink Features

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • 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
  • Financial Reporting
  • Fixed Asset Management
  • For Government
  • Fund Accounting
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management
  • Payroll Management
  • Project Accounting
  • Project Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management
  • Third Party Integrations
  • Workflow Management

View full list of Accounting Software

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Assessment Management
  • Asset Tracking
  • Audit Management
  • Audit Planning
  • Audit Trail
  • Change Management
  • Compliance Management
  • Configurable Workflow
  • Corrective and Preventive Actions (CAPA)
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Dashboard
  • Dashboard Creation
  • Data Visualisation
  • Document Management
  • Document Storage
  • Forms Management
  • Incident Management
  • Inspection Management
  • Issue Management
  • Mobile Access
  • Monitoring
  • Offline Access
  • Policy Management
  • 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
  • Template Management
  • Third Party Integrations
  • Training Management
  • Version Control
  • Workflow Management

View full list of Audit 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
  • Customisable Branding
  • Customisable Templates
  • Data Import/Export
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Management
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • 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
  • Template Management
  • Third Party Integrations
  • Version Control
  • Workflow Management

View full list of Document Management Software

  • ACH Payment Processing
  • Access Controls/Permissions
  • Accounting
  • 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
  • Customisable Branding
  • Customisable Templates
  • Data Import/Export
  • Document Management
  • Document Storage
  • Document Templates
  • Due Date Tracking
  • Email Invitations & Reminders
  • Employee Management
  • Expense Claims
  • Invoice Management
  • Mobile Access
  • Payroll Management
  • Project Management
  • Purchasing & Receiving
  • QuickBooks Integration
  • Real-time Updates
  • Receipt Management
  • Reminders
  • Reporting & Statistics
  • SSL Security
  • Sales Tax Management
  • Scenario Planning
  • Status Tracking
  • Task Management
  • Tax Filing
  • Tax Forms
  • Third Party Integrations
  • Timeline Management
  • Timesheet Management
  • Transaction History
  • Workflow Management

View full list of Tax Practice Management Software

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Suralink Reviews

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

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Share your experiences with other software buyers.

Write a Review!
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 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.
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 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
Rachel C.
Manager
Accounting, 201-500 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 8/02/2021

"Best Document Collaboration Tool"

Comments: We are hosting our "PBC" listings real-time online where both parties are able to log in and view what is outstanding.

Pros: I love the ease of use of this product. You able able to organize your document request list with group names and subgroup name and when you export the files, they save in this same order on your desktop.

Cons: It can be a bit tricky when you are trying to limit access to certain users on different requests/listings.

  • Reviewer Source 
  • Reviewed on 8/02/2021
Jill M.
Communications Manager
Computer Software, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    3 /5
  • Ease of Use
    2 /5
  • Features & Functionality
    5 /5
  • Customer Support
    1 /5
  • Value for Money
    3 /5
  • Likelihood to Recommend
    0/10
  • Reviewer Source 
  • Reviewed on 1/03/2021

"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 1/03/2021
Angela W.
Audit Associate
Accounting, 51-200 Employees
Used the Software for: 1+ year
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    10/10
  • 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