Suralink

RATING:

4.7

(398)

About Suralink

Suralink is an audit and tax management solution, which helps accounting firms streamline processes related to Provided by Client (PBC) lists, document transfer, progress tracking, approvals and more. Professionals can create custom subdomains using corporate names and logos to establish brand identity with clients. Suralink allows certified public accountants (CPAs) to add files to PBC lists using a drag-and-drop interface and access customers' requests on a centralized platform. The solution secures data transfer using secure socket layer (SSL) and advanced encryption standard (AES) 256-bit encryption capabilities. Additionally, managers or partners can track document gathering processes on a dashboard, maintain an audit trail of actions taken on PBC lists and receiv...

Suralink Pricing

Visit our website www.suralink.com for pricing details and to get in touch with our sales team.

Starting price: 

$29.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Suralink client dashboard
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Suralink Reviews

Overall Rating

4.7

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for Suralink

1 - 5 of 398 Reviews

Robert

Accounting, 1,001 - 5,000 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed August 2022

One of the best Provided By Client documentation system

User Profile

Christopher

Verified reviewer

Accounting, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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.

Reason for choosing Suralink

Strong recommendations from Allinial Global member firms.

Colleen

Accounting, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

4

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.

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.

Kathleen

Accounting, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed February 2020

Why not a mobile option?

Pretty good

PROS

The daily email notifications recap are great.

CONS

Mobile inaccessibility is a hinderance for field work.

Jill

Accounting, 1,001-5,000 employees

Used daily for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

4

Reviewed February 2020

Suralink

PROS

The software is fairly easy to use. I really like the drag and drop option.

CONS

I don't really like that we are required to add "request list". I would like the ability it add folders where clients can upload information without it being called a "request list". This confuses some clients.

Reasons for switching to Suralink

Our firm merged and the larger firm uses Suralink.