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Suralink

Workflow management solution for accounting firms

Suralink - 2025 Pricing, Features, Reviews & Alternatives

Table of Contents

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.

Starting from

/user

Per month

Alternatives with better value for money

Suralink's key features

Most critical features, based on insights from Suralink users:

Document Storage

5.0

(7)

Access Controls/Permissions

4.4

(7)

Collaboration Tools

4.5

(2)

Document Management

5.0

(3)

Dashboard

0.0

(0)

Alerts/Notifications

0.0

(0)

All Suralink features

Features rating:

4.5

(398)

Data Import/Export

5.0

(1)

Configurable Workflow

5.0

(1)

Email Reminders

4.0

(1)

Client Portal

5.0

(4)

File Sharing

4.8

(4)

Secure Data Storage

5.0

(3)

Audit Management

(0)

Archiving & Retention

5.0

(1)

Forms Management

(0)

Activity Dashboard

(0)

Financial Reporting

5.0

(1)

Mobile Access

(0)

Issue Management

3.0

(1)

Monitoring

(0)

Nonprofits

(0)

Project Accounting

(0)

Real-Time Analytics

(0)

Accounting

(0)

Real-Time Data

(0)

Real-Time Monitoring

(0)

Real-Time Notifications

(0)

Real-Time Reporting

(0)

Real-Time Updates

(0)

Reminders

(0)

Reporting & Statistics

(0)

Search/Filter

5.0

(1)

Security Auditing

(0)

Status Tracking

(0)

Tax Management

5.0

(1)

Workflow Management

5.0

(1)

Activity Tracking

(0)

API

(0)

Approval Process Control

(0)

Audit Planning

5.0

(1)

Audit Trail

(0)

Client Management

4.5

(2)

Commenting/Notes

(0)

Communication Management

(0)

CPA Firms

(0)

Customizable Branding

(0)

Customizable Reports

(0)

Customizable Templates

(0)

Document Review

(0)

Document Templates

(0)

Drag & Drop

(0)

Due Date Tracking

(0)

For Government

(0)

For Tax Practices

(0)

Fund Accounting

(0)

Suralink alternatives

Suralink

4.7

(398)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.5

Value for Money

4.7

Customer Support

4.6

Docusign

4.8

(8.7K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.7

Value for Money

4.5

Customer Support

4.5

Basil

4.6

(55)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.3

Value for Money

4.6

Customer Support

4.9

MasterControl Quality Excellence

4.5

(427)

visit website

Starting from

25000

Per year

Free trial

Free version

Ease of Use

4.1

Features

4.2

Value for Money

4.2

Customer Support

4.5

Suralink pricing

Value for money:

4.7

Starting from

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

Suralink support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Email/Help Desk

Chat

Phone Support

FAQs/Forum

Knowledge Base

Training options

Live Online

In Person

Documentation

Webinars

Videos

Suralink reviews

Overall rating

4.7

398

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.91/10

Rating distribution

301

Pros

I love how easy it is to correspond with the client and reject/accept workpapers. I have heard only good things from the client regarding this.

Ashley B.

Manager

Our experience has been fantastic as the clients and team members enjoy the ease of use and how the format is consistent year over year.

Timothy H.

Audit Manager

I appreciate how easy it is to import lists and drag and drop items into categories. I also appreciate the fun quirks like jokes and messages when signing out.

Brittany B.

Senior Audit & Accounting Associate

Cons

Example: I am having problems with XYZ feature. Support response: I'm sorry you are having a problem with XYZ feature.

Brian B.

Securitry Analyst

Some of the features lack logic. Should be able to drag and drop requests or easily move around.

Kevin B.

Accountant

Client's inability (or apparently inability) to create lines themselves when they want to upload additional documents.

Derek W.

Manager