Suralink 2026: Benefits, Features & Pricing

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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

Christopher H.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2020

A massive time saver for CPAs and their clients

It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Suralink

Strong recommendations from Allinial Global member firms.

Verified

Reviewer

Accounting

51-200 employees

Used daily for more than 2 years

Review source

Reviewed August 2018

A stream-lined and intuitive file share software

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I use this as a public accountant to satisfy our various requests from clients. It is very easy to use, create needs lists, pull support, edit requests, and track the status of items. I have also heard from many clients that it was very intuitive and easy to use.

Cons:

I haven't experienced any large issues while using the software. If I am preparing or rolling forward a new needs list, it only gives me the option to establish one new "due date" for all requests, when in reality, there are many different due dates. Not a large issue; just more of a mild inconvenience.

Kathleen J.

Verified reviewer

Accounting

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2020

Why not a mobile option?

Pretty good

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The daily email notifications recap are great.

Cons:

Mobile inaccessibility is a hinderance for field work.

Verified

Reviewer

Information Technology and Services

51-200 employees

Used daily for less than 12 months

Review source

Reviewed February 2020

Excellent Product

Overall my experience has been excellent. If push notifications would be implemented I would have zero complaints.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the security that comes with using this product. It is very easy to communicate with clients via suralink and reassure them that their information would be handled carefully and securely.

Cons:

I don't like that there isn't an option for push notifications and I have to type a passcode in each time I login.

Verified

Reviewer

Accounting

1001-5000 employees

Used daily for less than 12 months

Review source

Reviewed February 2020

Very efficient and user friendly

I always recommend Suralink to friends at other firms. It's super self explanatory and easy to use. It keeps things simple, but also is enough to get the job done.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like how easy it is to visualize what items have been submitted from the client and what we are still waiting on.

Cons:

I don't like how it shows when we download files in the comments. If I download a file multiple times I don't want my client to see that.

Verified

Reviewer

Accounting

51-200 employees

Used monthly for less than 2 years

Review source

Reviewed August 2020

good not great

It's good, but if I was making the decision what to use for PBC lists I'd choose smartsheet over Suralink, but your mileage may vary.

Ratings Breakdown

Ease of use

Functionality

Pros:

works well for PBC lists (provided by client) helps with client communication and has a good interface for back and forth conversations on various requests. generally easy to setup, navigate, and use

Cons:

not as user friendly as a smartsheet, and a little more limited in abilities

Vendor Response

As always, we're disappointed to hear that someone doesn't love our product. However, we firmly believe that while SmartSheet is a great general tool and can be used to manage PBC lists, our platform is tailored to the CPA experience. With dynamic request list management, live updates, instant notifications, and much more, Suralink is the best tool available for CPAs needing to increase efficiency and improve the clients experience around PBC lists. That being said, we always love to hear how we can improve and would be happy to do another training on our platform to ensure it meets your needs.

Replied August 2020

Verified

Reviewer

Accounting

11-50 employees

Used daily for less than 2 years

Review source

Reviewed February 2020

A great solution for document management

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Status update/email notification. Easy to upload and download documents.

Cons:

Sometimes Search function is not responsive.

Verified

Reviewer

Accounting

51-200 employees

Used weekly for more than 2 years

Review source

Reviewed February 2020

Suralink

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- Very intuitive & user friendly - Significant time savings in managing and obtaining documents from clients

Cons:

- Not integrated with document management systems or firm management systems, so it is a manual process to setup clients/users and then transfer documents into the main system

Verified

Reviewer

Accounting

51-200 employees

Used daily for less than 6 months

Review source

Reviewed February 2020

User Friendly Software

Suralink in an integral part of what we do at our firm. We need a secure way to receive needed documents to perform our testing, which Suralink kindly provides. The software is simple to understand and use. I have no complaints.

Ratings Breakdown

Ease of use

Functionality

Pros:

All of my clients are easily accessible and organized. It's easy to make requests and/or comments and it's easy to see which items have been fulfilled or not.

Cons:

I can't think of any major cons. The software runs smoothly and is very user friendly. I haven't even been using it that long and I understand how to do what I need.

Verified

Reviewer

Accounting

1001-5000 employees

Used weekly for less than 2 years

Review source

Reviewed February 2020

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