Suralink 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Suralink

4.7

(400)

Pricing

Pricing available upon request

About Suralink

Suralink closes the Client Readiness Gap by combining its industry leading client collaboration portal with its newly launched automated testing and AI-powered analysis capabilities, to create the industry's first fully-integrated “Request-to-Test” platform.

Suralink’s platform provides seamless collaboration, automates key workflows, and provides real-time visibility throughout the engagement process all in our fully secure and cloud-based environment. These capabilities enable clients to more easily provide the correct information and firm users to assess and validate that information faster, ultimately reducing confusion, misalignment, and wasted effort. By ensuring that the right information is provided at the right time, we help firms be more efficient, accelerate engagement timelines, and improve the overall client experience.

Suralink enables seamless collaboration throughout the entire engagement process
Suralink provides real-time visibility and engagement status tracking
Suralink integrates and automates the most critical stages of an engagement to eliminate manual inefficiencies
Suralink leverages enterprise-grade security and compliance to protect your clients’ data...

Suralink Screenshots

Suralink Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Standard RLM

Pricing available upon request

No plan information available

Professional RLM

Pricing available upon request

No plan information available

Workpaper Suite

Pricing available upon request

No plan information available

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Suralink Features

Popular features found in Audit
Alerts/Notifications
Audit Trail
Corrective and Preventive Actions (CAPA)
Dashboard
Document Management
Document Storage
Forms Management
Inspection Management
Issue Management
Risk Assessment
Task Management
Workflow Management
More features of Suralink
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
AI/Machine Learning
Annotations
API
Approval Process Control
Approval Workflow
Archiving & Retention
Audit Management
Audit Planning
Auto Extraction
Client Management
Client Portal
Collaboration Tools
Commenting/Notes
Communication Management
Compliance Tracking
Configurable Workflow
Customizable Branding
Customizable Reports
Customizable Templates
Data Aggregation and Publishing
Data Import/Export
Data Security
Data Storage Management
Data Verification
Digital Signature
Document Automation
Document Classification
Document Extraction
Document Review
Document Templates
Drag & Drop
Due Date Tracking
Electronic Signature
Email Reminders
Encryption
File Recovery
File Sharing
Financial Reporting
For Accountants
For Tax Practices
Full Text Search
Fund Accounting
Image Extraction
Income & Balance Sheet
Mobile Access
Monitoring
Pricing Extraction
Progress Tracking
Project Accounting
Project Management
Project Time Tracking
Real-Time Analytics
Real-Time Data
Real-Time Monitoring
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Reminders
Reporting & Statistics
Role-Based Permissions
Search/Filter
Secure Data Storage
Security Auditing
Status Tracking
Tagging
Tax Management
Third-Party Integrations
Timer
Version Control

Suralink Integrations

Microsoft Outlook

Trullion

CCH ProSystem fx

DataSnipper

Suralink User Reviews

Overall Rating

4.7

Ratings Breakdown

76%

21%

Secondary Ratings

Ease of Use

4.6

Value for money

4.7

Customer support

4.6

Functionality

4.5

Mike S.

Verified reviewer

Accounting

51-200 employees

Used daily for more than 2 years

Review source

Reviewed October 2020

Suralink Enhances and Simplifies Audit Evidence Collection Process

Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily add licenses as needed.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Suralink

Suralink was the best solution for managing an audit engagement's evidence collection process. It's specifically designed for this.

Vendor Response

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!

Replied October 2020

Christian W.

Verified reviewer

Newspapers

11-50 employees

Used daily for less than 12 months

Review source

Reviewed January 2023

Seamless Collaboration with Suralink

Overall, I am very pleased with my experience using Suralink. The user-friendly interface combined with the powerful collaboration tools make it the perfect choice for teams that need to get work done quickly and without any hassle.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I recently switched over to Suralink for all my online collaboration needs and I have been very pleased with the service so far. The interface is incredibly intuitive and the features make it easy to work with my team. The real-time comments and editing features are especially helpful and make it a breeze to get everyone on the same page quickly.

Cons:

The only downside I have experienced with Suralink is the occasional bugs. I have had a few documents take longer than normal to load or had some formatting issues when sharing a document with multiple users. However, these issues have been few and far between and have been quickly resolved with the help of the customer support team.

Reasons for switching to Suralink

One of the main advantages of Suralink over its alternatives is the real-time comments and editing feature. This makes it easy to work collaboratively and ensure that everyone is on the same page. Additionally, the customer support team is always quick to assist when any issues arise and the user experience is second to none.

Dominick T.

Verified reviewer

Accounting

201-500 employees

Used daily for less than 2 years

Review source

Reviewed February 2020

Suralink: Wiss/WEST Growth

Ratings Breakdown

Ease of use

Functionality

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.

Bryce R.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed February 2020

Efficiency and Clarity

I am all in on this app. My clients are appreciating it too. Efficiency on our side and theirs is up.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Suralink

Request list capability. Ease of use. Ability to communicate with client through Suralink.

Verified

Reviewer

Information Technology and Services

11-50 employees

Used daily for free trial

Review source

Reviewed February 2020

Excellent Tool

Suralink offers structure and a visual representation of the project progress for internal and external users. It allows us to track at any level of granularity depending on the project and the client.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Suralink offers the flexibility needed for any size company to properly customize the product to reflect core processes. The visual representation of the project progress is very appealing to me and my customers.

Cons:

Depending on how structured the existing process is, it can be a little time consuming to setup the initial templates. But once the templates are configured, it is very quick to spin up a new project.

Reasons for choosing Suralink

Suralink price point was much more suited to a small to mid-sized company.

Reasons for switching to Suralink

Sharefile with Excel spreadsheets did not offer us the professional appearance we wanted to project to our customers.

Michael Y.

Verified reviewer

Accounting

51-200 employees

Used daily for less than 12 months

Review source

Reviewed February 2020

Best PBC Request/File Share Site I Have Used

Exceptional. I've used a few different PBC request/file share sites and none of them have come close

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Reasons for choosing Suralink

Much more suitable for an audit engagement, easier to use

Reasons for switching to Suralink

Suralink had everything we were looking for. Internal softwares were clunky and no one knew how to use them

John D.

Verified reviewer

Real Estate

1001-5000 employees

Used other for more than 2 years

Review source

Reviewed February 2020

Completely streamlined audit process

Ratings Breakdown

Ease of use

Functionality

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.

Reasons for switching to Suralink

Alot of effort to maintain security/forms and roll forward the process each year.

Elizabeth V.

Verified reviewer

Accounting

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed February 2020

Great product!

We use Suralink daily to send and track audit document requests from clients and it works seamlessly and quickly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Suralink

Firm chose for us but it has been very beneficial.

Emily B.

Verified reviewer

Accounting

201-500 employees

Used daily for less than 12 months

Review source

Reviewed February 2020

Making everyone's life easier!

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Suralink

Ease of use and it being the most user-friendly product. It mimics the Excel lists and function we already use which allowed us to transition easily to this product.

Reasons for switching to Suralink

We wanted to roll out one product through out the whole company and this was the best product we trailed.

Colleen S.

Verified reviewer

Accounting

51-200 employees

Used daily for less than 12 months

Review source

Reviewed February 2020

Great Product with slight needed improvements

Overall a great project that is liked by both auditor and client. Only negatives are lack of notifications. When on a job for a week on a client both sides would like options of more regular updates even if that is hourly or immediate. Also ability to renumber the PBC list if items are added to make it easy to find in order.

Ratings Breakdown

Ease of use

Functionality

Pros:

Ease of use of the software for client and auditor.

Cons:

Inability to renumber or move items around

Reasons for switching to Suralink

More streamline product that allowed for better organization and file retention.

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