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Suralink Reviews

Reviews Summary

Pros

The format is clean and not cluttered, and it's easy to find the items you need. It's great to be able to see when something gets uploaded and the fact that comments can be added is a nice feature.

Angie O.

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The software is very user friendly. It is easy to upload/download documents and track items that are outstanding or fulfilled.

Sara P.

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I love this software for public accounting. This is a great tool to use with clients to keep the audit on track and organized in terms of what is needed from them before, during, and after the audit.

Kathryn F.

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Cons

I think mostly user error). Is there a cheat sheet out there for clients that have multiple accounts.

Ashley F.

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Interface can be confusing for people intimidated by new technology (e.g., some clients may not like it). It is missing integrations (e.g., to sharefile).

MATTHEW G.

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If a request got inserted in the wrong category, you can't just drag & drop it into the proper section. You can't see in one place everything the client uploaded.

Barry T.

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Overall rating

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96%
positive reviews
99%
would recommend this app

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389 reviews

recommended

Overall Rating

Efficiency and Clarity

Reviewed 2 months ago

Overall Rating

Suralink Makes Auditors and Clients Happy

Reviewed 6 months ago

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Suralink Enhances and Simplifies Audit Evidence Collection Process

Reviewed 5 months ago

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.

Vendor response

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!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Best PBC Request/File Share Site I Have Used

Reviewed a year ago

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

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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By FAR one of my favorite accounting tools

Reviewed a month ago
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.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend5/10

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Suralink: Wiss/WEST Growth

Reviewed a year ago
Pros

It works. I do not have experience with other software's so not certain how to compare. It would be great if it could integrate with iChannel

Cons

I work for WEST Growth, LLC which is a subsidiary of Wiss and Company, LLP. I do not have any other experience with secure portal except for Suralink so I am not sure how useful my opinion is, however, I have several clients who complain about the UI. Basically, it is not very straightforward/learning curve involved.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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Best Document Collaboration Tool

Reviewed a month ago

We are hosting our "PBC" listings real-time online where both parties are able to log in and view what is outstanding.

Pros

I love the ease of use of this product. 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.

Cons

It can be a bit tricky when you are trying to limit access to certain users on different requests/listings.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Efficiency and Clarity

Reviewed a year ago

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.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend9/10

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Completely streamlined audit process

Reviewed a year ago
Pros

Our organization is extremely complex due to the fact that we have a large number of Legal Entities. The ability to create Audit PBC templates and simply copy those across all our entities in mass has reduced the administrative burden to near-zero time spent by our IT team. The administration is simple enough that our External Auditors own 95% of the process. Prior to adopting Suralink, this process was maintained on SharePoint and was an extremely burdensome process for our organization.

Cons

It would be nice to create dynamic PBCs based on a questionnaire. Often times the nature of our legal entities will create additional PBC items. This is ruled base and could be automated, but is manageable to manually track.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great product!

Reviewed a year ago

We use Suralink daily to send and track audit document requests from clients and it works seamlessly and quickly.

Pros

This product is easy to use, timely, and helps immensely in tracking information and client requests.

Cons

Often the notification summary in the website gets too overwhelming due to all the info it tracks--a different way to present the summary would be very helpful.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Making everyone's life easier!

Reviewed a year ago

It has helped us have greater oversight of audit queries and requests for information and how the client has fulfilled these requests. Organisation and efficiency has greatly improved.

Pros

The ease of use, the user-friendly interface which provides just the right amount of information for both us and the client.

Cons

If someone else set's up the client then it doesn't seem to appear on my dashboard when i'm invited to it.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Excellent Tool

Reviewed a year ago

Suralink offers structure and a visual representation of the project progress for internal and external users. It allows us to track at any level of granularity depending on the project and the client.

Pros

Suralink offers the flexibility needed for any size company to properly customize the product to reflect core processes. The visual representation of the project progress is very appealing to me and my customers.

Cons

Depending on how structured the existing process is, it can be a little time consuming to setup the initial templates. But once the templates are configured, it is very quick to spin up a new project.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Suralink Review

Reviewed a year ago
Pros

1. The display is very user friendly and can easily be taught in a quick couple minutes crash course to both clients and coworkers. 2. Everything is instantaneous, just like email, so there is not wait time to obtain files. 3. The tracking mechanisms make it easier to stay on top of multiple engagements simultaneously and give a good picture on the progress of each engagement. 4. Rolling forward engagements from one year to the next is unbelievably simple and quick. Alleviates a lot of stress and time sensitivity in doing so. 5. The "yes delete" feature makes it very hard to accidentally delete requests, files, or engagements without intentionally doing so. Very useful when working with new company staff, as they are not familiar with the software.

Cons

1. To my knowledge, there is no way to delete firm provided files if you accidentally upload the wrong file. Instead, you have to delete the request altogether and then create it anew. It would be much easier to simply be able to remove firm provided files. 2. When rolling forward engagements from one year to the next, to my knowledge, there is no easy way to quickly do a find and replace to update years. For example, if we are rolling forward an engagement from 2018 to 2019 and there are 45 requests in the 2018 engagement that say, "as of December 31, 2018", there is no quick and easy way to replace 2018 with 2019. I believe you have to go through and manually change each one.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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Game Changer!

Reviewed a year ago
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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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One of the best Provided By Client documentation system

Reviewed a year ago

The benefit is that Suralink provides the absolute best environment for users of any technical level to be able to use. As a PBC system, it works well to keep both the client and the users informed when new material is needed or has been uploaded.

Pros

Suralink provides a very quick and easy to understand documentation provision system. You setup your users, and can assign clients to those users, along with the applicable information needed for contact points at the client. Not only does the user see what is still needed for the work to be performed, but the client is able to understand completely what is still needed. Reports are made available via email to the client so they can visually see how much data is required. As a provided by client system, it is one of the best.

Cons

There needs to be one more level of security to allow users to just be users without having to assign all as manager level, so that client assignments can be more restrictive. Depending on use, you may have to assign users as managers instead of just staff so they can see multiple clients at a time.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Suralink Review

Reviewed a year ago
Pros

The software overall has been useful for organization purposes and tracking requests better. We like that we are able to import and export our client assistance request list which makes it extremely portable and easy to revise, tailor into outstanding items lists, etc. Being able to link files to requests has been helpful because the client does not always name files that are intuitive.

Cons

1) Better onboarding for clients specifically in regards to their notifications. We often have to email our clients for them to know that information has been added/changed, etc. within Suralink. Their set-up does not seem to be intuitive. 2) Possible additional use of colors to quickly identify changes or new items to requests, particularly if those requests had been previously marked accepted....

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Suralink experience

Reviewed a year ago

My overall experience has been great. The people I have talked with via the live chat support channel have been very responsive and pleasant. They are "real people" - meaning they don't express false empathy by repeating the problem a customer says in their empathetic response. It may not be "false empathy", but this is a very common mode of operation for customer support interaction. Example: I am having problems with XYZ feature. Support response: I'm sorry you are having a problem with XYZ feature... I just want to talk with a real person who is not bound by scripted responses. Suralink support has always been awesome!

Pros

This software is very customizable and can easily be adapted for any use.

Cons

There have been some features that have not functioned as well as they should. Or rather functions that have not functioned in a way that fits the feature model we use at our company, so I can't say that such features were not as intended by Suralink development. What has come of these instances is that I have passed along things like this to customer support and they have addressed the request in a very responsive manner.

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Intuitive and Customizable

Reviewed a year ago

Because our product and process can be a bit complicated or hard to keep in order, Suralink is helpful to compartmentalize different aspects of the process. Marking requests as resolved or rejected is helpful to help our customers focus on the things that are most important.

Pros

Suralink is easy to learn; I haven't had any customers who are new to the software need help from me on how to navigate or upload/download documents which is a huge win! Our product that we provide to customers is totally unique per client, so having a fully customizable interface is required. Suralink allows this to happen quickly and easily with the option of cloning specific requests or engagements, if applicable to make work more efficient.

Cons

There are a few buys as far as display that could be improved: - Comments sometimes post or reload with huge bits of gibberish as part of the text and remain that way indefinitely as far as I can tell. The text will run off the window making the comment much less useful. - The functionality to mark the notifications as 'read' often doesn't update so it still has the unread icon even after confirming that things have been read multiple times.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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The Best Client Portal Option

Reviewed a year ago

Client's love how they can pick up with Suralink and use it as one comprehensive list of outstanding items, it has the reports from the PY, a trail of comments discussing items, and has saved time on engagements by streamlining the flow of documents and information. I believe that the benefit is not only a time save for the firm and the client, but preserves a level of mental sanity and improves the quality of the work environment.

Pros

Suralink is very easy to navigate even for a first time user. I have never had a client who had a negative experience with Suralink. Every client we have introduced to Suralink enjoys it or loves it. Dragging documents and creating requests are super intuitive. Just drag and drop. It leaves time stamps and allows for comment threads that are super helpful from year to year.

Cons

What I like least... If there was a way to scroll over a document and see a preview that would be the only thing I can think of.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Suralink

Reviewed a year ago

I like the software. It does what it is designed to do and I have not experience any functionality issues. It's great for audit.

Pros

Suralink is a great way for clients to see an organized needs list of items needed for an audit. It tracks if items have been loaded. It allows you to mark items complete so that know what is open and what is closed. Finally it gives a timeline and history of activity. It is a huge improvement over trying to sort through emails to determine if something was received and what items on the needs list were still outstanding.

Cons

There is a learning curve with some client. Some, more traditional clients, still prefer to just use email and then you are using two different organization systems and it reduced the effectiveness of Suralink. That's not the problem of the software but rather people's unwillingness to change. The software Sometime I like to load to use the software to view files rather than move them to a folder and tracks every time you open it. It should track the first time it is opened, and then stop. the other history is not of much value.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Suralink Makes Auditors and Clients Happy

Reviewed a year ago

Overall clients are happier using Suralink, and it helps improve the efficiencies of our audits.

Pros

My favorite thing about Suralink is that the client and everyone on the engagement team can see exactly what has been provided so far in real time. This significantly cuts down on the thing that clients hate the most, which is when auditors ask for a schedule that they have already provided.

Cons

This is not really the software's fault, but new clients are hesitant to change what they've always done with audits. They are scared of change and don't want to spend the time to learn the software, so there is usually some "pushing" that needs to be done to convince a new client to use Suralink.

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Leah's review

Reviewed a year ago

Absolutely fantastic software.

Pros

I love the organization that is brings for all of our files and comments. I also like the instant ability to see comments and items uploaded by a client. It has made so many of my jobs easy and made it much easier to find client files. It is very user friendly which makes it easy when I am training my clients on how to use the software. I like that I can restrict access to certain requests from employees of my clients as well as my clients feel more secure about using the site.

Cons

It would be nice if I could assign an entire category or subcategory to people without having to assign the individual requests.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend9/10

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A Great and Versatile Tool for Auditors

Reviewed a year ago

An auditor's best friend, it would be hard to go back.

Pros

Suralink is a great piece of software. If everyone commits to using it, it allows auditors to be much more efficient and effective on keeping track of PBC lists, and allow clients to see what is open. This holds everyone accountable, and allows for much less back and forth between auditors and their clients. I also appreciate the fact that it is customizable, and the PBC lists can be customized according to the wants and desires on both sides of the table. Honestly, it would be hard to go back to excel based PBC lists.

Cons

The only real problem with Suralink is the hesitation with certain clients on using it. It can be intimidating to them, and so, clients will not always take to it's use. There are also some small areas that I would like to be able to further customize, but it's nothing I can't deal with.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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A must have for CPA firms

Reviewed a year ago
Pros

One of the best things about suralink, is it is easy to create a list of items you need, and everyone on your team and on the client side can have access to it. Everyone can see the files uploaded, and you can easily track what you still need, and what has been provided. It's a great way for clients to see their progress, and be able to provide documents electronically. It keeps documents organized, and our clients love it. It's much easier to use then having documents sent via email, and trying to keep track of everything via email.

Cons

There are bugs in the software here and there, but for the most part, I've rarely run into issues. Every once a while the service will be down, but it usually is up and running again in about 10 minutes. To be honest, there really isn't anything I don't like about suralink. It is a must have for CPA firms.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend9/10

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Best Way to Collaborate with Your Client

Reviewed a year ago

Suralink has been a game changer in the way that we request sensitive tax documents and information from our clients. I have found that Suralink has been received well by clients without much trouble which is a huge plus on our client retention goals. I would certainly recommend this product to other accounting firms searching for a solution.

Pros

I would say ease of use is the best feature of this software. Almost all of my clients are able to intuitively use this software. The ability to track outstanding deliverables, provide comments and send sensitive information through the portal makes it invaluable.

Cons

I have never seen the "client side" of the product so I don't always feel super confident explaining to my clients how to use the portal from their view. Fortunately, this has not been an issue. The other item I would really like to see is real time updates through a Microsoft desktop widget or something. The daily email is not enough and having to be in the browser to see updates on all my clients can be a challenge.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend10/10

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Great, but could be amazing

Reviewed a year ago

I love it. It could be slightly better, but so can everything else. Every customer that I work with love that it is so much easier than what some of their other audit companies have used.

Pros

The ability to organize and manage my audit engagements with each of my customers. It is fairly simple for every company that I have worked with to see what tasks were needed to be completed and what tasks were complete. The tracking feature at the top, the one that displays the percentages, is really useful for keeping the customer focused on completing tasks.

Cons

The management side of things. It is difficult to change requirement number, reorganize requirements, format wording in requirement descriptions, and filter requirements based on assigned users. Each of these features would help me customize each project and manage my customers. The filtering of requirements based on assigned users comment came directly from a customer. They had different users with client accounts in Suralink and the customers project manager wanted to filter requirements based on which employee he was talking to. I realize that this would be helpful to me as well.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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CPA Firm Collaboration Success

Reviewed a year ago

We noticed immediate results when it came to efficiencies. Our internal and client users have been very impressed with the product. We have only received positive feedback.

Pros

Very easy setup and use User friendly Reduced administrative coordination time on projects Real-time look at job progress Live support Timely communication

Cons

Notifications can be cumbersome Would like ability to resend link to published documents to clients - like a remind link so they are invited to view again (as opposed to having to re-publish)

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