Suralink Pricing, Features, Reviews & Comparison of Alternatives

Suralink

Workflow management solution for accounting firms

4.74/5 (316 reviews)

Suralink overview

What is Suralink?

Suralink is a cloud-based workflow management solution designed to help accounting businesses streamline processes related to managing PBC (provided by client) lists, auditing, document transfer, and more. The platform comes with drag-and-drop functionality, which allows users to add files into the PBC lists and link them to client requests.

Suralink includes a tracking module, which enables managers to monitor client requests in real-time, as well as monitor team interactions across documents. The solution offers a host of features such as customizable templates, data import and export, roll forward, instant updates, approval workflows, audit trails, notifications, and more. The centralized dashboard also allows managers to review client engagement and manage document gathering in real time.

Suralink enables organizations to create personalized sub-domains with custom names and logos while the communication module lets managers add comments to client requests. Plus, the built-in secure document exchange system allows users to store encrypted documents and schedule automated backups.
www.suralink.com

Pricing

Starting from
$20/month
Pricing options
Value for money
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Devices

Business size

S
M
L

Markets

United States, Canada

Supported languages

English
Suralink screenshot: Suralink account settingsSuralink screenshot: Suralink requests status managementSuralink screenshot: Suralink engagements dashboard

Suralink reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.5
  4.6
  4.6
Christopher Harris

A massive time saver for CPAs and their clients

Used daily for 2+ years
Reviewed 2020-02-07
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Michael Sobczyk

Best Tool Available for Managing Audit-related Requests

Used daily for 2+ years
Reviewed 2020-02-07
Review Source: Capterra

Mostly covered in the pros, but this has been a vast improvement over what we were doing previously and it's very easy to implement and administer.

Pros
This tool is built for auditors to manage our audit requests. It's a great alternative to the traditional spreadsheet and far superior from just a file sharing solution like ShareFile or Dropbox/Box. And it's much better for this specific purpose than Smartsheet. We've received positive feedback from many customers, and they typically say it's better than what the Big 4 or regional firms are offering. We even have several clients who have started using it internally within their internal audit departments. Customer service is very responsive, which is an added benefit.

Cons
There's not much to complain about, but we do wish it integrated with our Engagement software. And some alternative dashboard views for partners or managers who oversee lots of engagements would be appreciated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Julia Martinez

Game Changer!

Used daily for 2+ years
Reviewed 2020-02-07
Review Source: Capterra

Pros
Suralink is super easy to use and instruct clients on - literally a drag and drop system. It tracks all movements in each request, has notes to go between you and the client, and is fully encrypted. Going from the old sharefile system or email system with excel sheets to this for our PBC list has been a complete game changer!! I have clients in India, a full 12 hour difference, and this has completely changed the communication issues we've had. I can reject an item, put in a comment, and they immediately see that I have done so and correct it. I can't tell you how many clients have commented how much they love it too!

Cons
Occasionally, the software goes down, and the software relies on the internet, which can be patchy in spots. Support is always quick to get up and running as soon as possible.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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Kathleen Juarez

Why not a mobile option?

Used daily for 2+ years
Reviewed 2020-02-17
Review Source: Capterra

Pretty good

Pros
The daily email notifications recap are great.

Cons
Mobile inaccessibility is a hinderance for field work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 5/10

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Michael Ydoate

Best PBC Request/File Share Site I Have Used

Used daily for 6-12 months
Reviewed 2020-02-08
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Suralink pricing

Starting from
$20/month
Pricing options
Subscription
View Pricing Plans

Pricing starts at $20 per user per month. Contact Suralink for full pricing details.

Suralink features

Activity Dashboard
Automatic Notifications
Collaboration Tools
Commenting
Customizable Branding
Document Management
Document Storage
Drag & Drop Interface
Workflow Management

API (252 other apps)
Access Control (192 other apps)
Activity Tracking (123 other apps)
Chat (137 other apps)
Collaborative Workspace (180 other apps)
File Management (125 other apps)
Permission Management (171 other apps)
Projections (128 other apps)
SSL Security (120 other apps)
Search Functionality (222 other apps)
Third Party Integration (167 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Additional information for Suralink

Key features of Suralink

  • Access Controls/Permissions
  • Alerts/Notifications
  • Audit Planning
  • Financial Reporting
  • Fund Accounting
  • Notifications
  • Tax Management
View All Features