Suralink vs HandiSoft

Dropbox Business

Microsoft SharePoint

Xero

Ignition

Jetpack Workflow

Compare Suralink and HandiSoft based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

AuditBoard

AuditBoard is a cloud-based platform that helps businesses transform audit, risk, ESG, and more. The solution offers intelligent, collaborative capabilities that drive game-changing efficiencies by leveraging extensive, purpose-built workflows, automation, and analytics. It facilitates effective partnerships with stakeholders across the organization, building front-line ownership and a deeper understanding of organizational and operational risk.

DataSnipper

DataSnipper is an Excel-native platform for audit and finance, bringing AI and Excel Agents into your workpapers to automate testing, reconciliation, and documentation with full traceability.

Scrut Automation

Scrut is a governance, risk, and compliance platform helping organizations build security programs aligned with their risk profiles. It offers AI-powered tools for automated control monitoring, evidence collection, and compliance tracking across 60+ frameworks like SOC 2, ISO 27001, GDPR, and HIPAA. Features include third-party risk assessment, asset inventory management, and integrations with tech stacks to streamline audits and compliance workflows.

Suralink is the leading client collaboration platform for accountants. It's the first fully-integrated platform that combines our request list management portal with a workpaper preparation and review suite to help you be more transparent, collaborative, and efficient. 


Access Controls/Permissions

Accounting

Accounting Integration

Activity Dashboard

Activity Tracking

AI/Machine Learning

Alerts/Notifications

Annotations

Approval Process Control

Approval Workflow

Archiving & Retention

Audit Management

Audit Planning

Audit Trail

Auto Extraction

Client Management

Client Portal

Collaboration Tools

Commenting/Notes

Communication Management

Compliance Tracking

Configurable Workflow

Customizable Branding

Customizable Reports

Customizable Templates

Dashboard

Data Aggregation and Publishing

Data Import/Export

Data Security

Data Storage Management

Data Verification

Digital Signature

Document Automation

Document Classification

Document Extraction

Document Management

Document Review

Document Storage

Document Templates

Drag & Drop

Due Date Tracking

Electronic Signature

Email Reminders

Encryption

File Recovery

File Sharing

Financial Reporting

For Accountants

Forms Management

For Tax Practices

Full Text Search

Fund Accounting

Image Extraction

Income & Balance Sheet

Issue Management

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

Task Management

Tax Management

Third-Party Integrations

Timer

Version Control

Workflow Management

Suralink

Web-based

Standard RLM

Professional RLM

Workpaper Suite

Senior Vice President of Finance

You can upload large size data files to share with teams.

Controller

Suralink has been a great tool to organize and submit documents to our external auditors.

What I like least about Suralink is when you are trying to load multiple items or one very large item, the software will timeout and not let you know it did not update.

Sr. Accountant

Sometimes it takes multiple attempts to upload files.

What I like most about Suralink is that it keeps us very organized during audit.

 News Editor/Journalist

The user-friendly interface combined with the powerful collaboration tools make it the perfect choice for teams that need to get work done quickly and without any hassle.

I have had a few documents take longer than normal to load or had some formatting issues when sharing a document with multiple users.

Director, Compliance

We use Suralink to track our submissions for an annual SOC 2 test/audit.

Timestamp management and collaboration is a plus.

marketer digitale

Should be able to drag and drop requests or easily move around.

The only downside I have experienced with Suralink is the occasional bugs.

I love this software for public accounting.

Manager

You able able to organize your document request list with group names and subgroup name and when you export the files, they save in this same order on your desktop.

Audit Associate

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.

Staff Accountant

Some availability issues when the software will be down when it's needed.

Audit Staff

There are occasional glitches that do not allow the ability to download client uploaded files.

I love how easy it is to create categories and the ability to add as many requests to each category as you need.

Partner

Storage is unlimited, client engagements are unlimited.

Security only has 2 levels: Staff or Manager.

I have heard only good things from the client regarding this.

tax manager

generally easy to setup, navigate, and use

Audit Client

File Upload

Team Organization

Bugs and Issues

Client Support

Status Updates

User Interface

Deletion

Drag and Drop

Small Business

Large Enterprises

Mid-size Business

TaxDome

TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.

Canopy

Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a CRM with a secure client portal.

IRS Solutions Software

IRS Solutions Software is tax resolution and IRS monitoring alert software designed by tax pros for tax pros. We help CPAs, bankruptcy attorneys, and Enrolled Agents earn more in less time with automated processes, calculation recommendations, and pre-filled forms to quickly end a tax controversy. 

Sage HandiTax Cloud provides fast and powerful tax preparation and lodgement in the cloud. Designed with the needs of small and medium firms in mind, Sage HandiTax Cloud is intuitive, easy to learn and comes with a simple user interface that is easy to navigate.

Appointment Management

Billing & Invoicing

Compliance Management

Email Management

Financial Analysis

Financial Management

For CPA Firms

Invoice Management

Invoice Processing

Messaging

Receipt Management

Reporting/Analytics

Sales Tax Management

Staff Management

Tax Filing

Tax Forms

Time & Expense Tracking

Timesheet Management

Time Tracking

HandiSoft

Windows

Android

iPhone

iPad

Basic

Director

Lack of ability to modify settings and layout and user controls.

Release of 2025 software was an embarrassing failure.

Accountant

I still have a subscription to HandiLedger, I had it for 14 years already, I use GovReports for Tax lodgements, as it is way more advance and easier to use.

Sole Practitioner tax practice

Least like the PDF document saving function that does not remember where the last document is saved, continually points to the HSOFT folder when you have just saved a document in your client folder and you want the next document, when creating a series of client docs (finance application), to go to the same client folder

Govreports have great support, which is well above Handisoft

owner

have been using handi tax, time management and corporate software since the product was first released. whilst there are a few small issues with the some of the reporting functions, there could be a few additional options, basically we are very happy with all aspects of the software packages.

There is no integration for SMSF's.   If there is integration between other SMSF software and importing into HandiTax so all client tax returns are in the one program that would make the lodgements of all entities easier.

Principal

Handiledger and Super Fund module are clunky, and do not contain latest updates if drafting financials to comply with accounting standards and other legislation eg ACNC.

The HandiSoft product transfers the tax details so that it makes completing a tax return quick and efficient saving me a lot of time.

I constantly have issues logging in and there is zero out-of-hours customer support - even their sales team is available more often than customer support, so it shows you where the company's priorities lie.

Sales is not so good my email was not responded to when I asked about waht I was paying for - purchasing software or a licence to use the software when I got emails sayign unless I paid my current subscription I would not be able ot use software I ahd already paid for.  

Maintained its original form with technical improvements without affecting much the user knowledge of the program, contrary to other software that changes its look and functionality just to sell a "new" product!

A lot of the newer features like Client portals and data feeds are not as smooth as other, online only software products.

proprietor

As I am preparing tax returns every day I find the software reliable in all aspects of my day to day operations.

Contact management and document management features of Practice Manager ensure our office runs efficiently.

OFFICE MANAGER

Payroll we have used for only the last 2 years and the support is excellent usually within 10 mins of sending my queries by email I get an answer.  

Suralink vs HandiSoft Comparison (2026)

Suralink

HandiSoft

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives