Suralink Pricing, Features, Reviews & Alternatives

Suralink

Workflow management solution for accounting firms

4.72/5 (389 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
Subscription
Value for money
View Pricing Plans

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
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Suralink user reviews

Value for money
Features
Ease of use
Customer support
  4.7
  4.5
  4.6
  4.6
Mike S.

Suralink Enhances and Simplifies Audit Evidence Collection Process

Used daily for 2+ years
Reviewed 2020-10-09
Review Source: Capterra

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

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.

Response from Suralink


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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Michael Y.

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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Jill M.

Tech support unresponsive and unhelpful

Used daily for 2+ years
Reviewed 2021-03-01
Review Source: Capterra

User level, three years in, never had a problem until last week. Don't bother reaching out to their tech support people unless you enjoy screaming into the abyss.

Pros
I'm a user. When Suralink works, it works fine. The UI could be a little more user-friendly but that's not fatal.

Cons
When the software starts throwing errors (and they all do, eventually) and you reach out to tech support, you're on your own. I spent TWO HOURS trying to clarify THEIR problem for the folks in the online chat, then I got the standard "We're so sorry. We're working on your problem and we'll notify you VERY SOON about our progress" email and that's the last I've heard. I'm very disappointed in the level of customer care these folks are showing.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Angela W.

By FAR one of my favorite accounting tools

Used daily for 1-2 years
Reviewed 2021-01-21
Review Source: Capterra

Pros
What is NOT to love about Suralink? It makes it incredibly simple to have my clients upload documents that we need, and that the whole team can access the documents in one place, instead of CCing each other on group emails, or forwarding audit support. It also is very helpful in that it tracks who uploaded specific documents and when, as that has helped our team more than once prove that something a client was saying was incorrect, and we had actual evidence to support it. Thank you Suralink team!

Cons
Our firm had an issue with the way Suralink was rolling the documents from year to year, which caused hours of headache once I'd discovered it. We have thankfully since resolved the issue.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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Bryce R.

Efficiency and Clarity

Used daily for 6-12 months
Reviewed 2020-02-07
Review Source: Capterra

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

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.

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

Access Controls/Permissions
Activity Dashboard
Alerts/Notifications
Collaboration Tools
Commenting/Notes
Communication Management
Customizable Branding
Data Import/Export
Document Management
Document Storage
Drag & Drop
Workflow Management

API (385 other apps)
Content Management (328 other apps)
File Sharing (377 other apps)
Mobile Access (300 other apps)
Search/Filter (484 other apps)
Task Management (305 other apps)
Third Party Integrations (361 other apps)
Version Control (295 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