Suralink

Workflow management solution for accounting firms

4.7 /5 (385 reviews) Write a Review!

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.

Suralink Overview

Pricing

Starting from
US$20.00/month

Pricing options

Free Trial
Subscription
Value for money

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


Suralink Features

Devices
Business size
S M L
Markets
United States, Canada
Supported Languages
English

Media

Suralink account settings
Suralink requests status management
Suralink engagements dashboard
Suralink screenshot: Suralink account settings Suralink screenshot: Suralink requests status management Suralink screenshot: Suralink engagements dashboard

Suralink Reviews

Suralink Reviews

Overall rating
4.7
/
5
Excellent
292

Very good
80

Average
13

Poor
0

Terrible
0

Value for Money
4.7
Features
4.5
Ease of Use
4.6
Customer Support
4.6
97% recommended this app
Mike S.

Suralink Enhances and Simplifies Audit Evidence Collection Process

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


Michael Y.

Best PBC Request/File Share Site I Have Used

Exceptional. I've used a few different PBC request/file share sites and none of them have come close


Dominick T.

Suralink: Wiss/WEST Growth


Nicole M.

Good but Could Use Some Improvements

Good


John D.

Completely streamlined audit process


Mike S.
Industry: Accounting
Company size: 51-200 Employees

Suralink Enhances and Simplifies Audit Evidence Collection Process

Used Daily for 2+ years
Reviewed on 9/10/2020
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
Customer Support

Likelihood to recommend: 10.0/10

Michael Y.
Industry: Accounting
Company size: 51-200 Employees

Best PBC Request/File Share Site I Have Used

Used Daily for 6-12 months
Reviewed on 8/02/2020
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
Customer Support

Likelihood to recommend: 10.0/10

Dominick T.
Industry: Accounting
Company size: 201-500 Employees

Suralink: Wiss/WEST Growth

Used Daily for 1+ year
Reviewed on 26/02/2020
Review Source: Capterra

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.

Rating breakdown

Ease of Use

Likelihood to recommend: 5.0/10

Nicole M.
Industry: Financial Services
Company size: 501-1,000 Employees

Good but Could Use Some Improvements

Used Daily for 2+ years
Reviewed on 5/08/2020
Review Source: Capterra

Good

Pros

I like the ease of use, ability to make requests, sections, and sub-sections.

Cons

I wish there was the ability to assign a priority level to each request (low priority, medium priority, high priority, urgent)

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

John D.
Industry: Real Estate
Company size: 1,001-5,000 Employees

Completely streamlined audit process

Used Other for 2+ years
Reviewed on 7/02/2020
Review Source: Capterra

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.

Rating breakdown

Ease of Use

Likelihood to recommend: 9.0/10

User recommendation
8.9/10
Based on 385 user ratings
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Suralink Pricing

Suralink Pricing

Starting from
US$20.00/month
Free Trial
Subscription
Value for money

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

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

Value for Money
4.7/5
Based on 385 user ratings
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Suralink Features

Suralink Features

API
Access Control
Activity Dashboard
Activity Tracking
Automatic Notifications
Chat
Collaboration Tools
Collaborative Workspace
Commenting
Customisable Branding
Document Management
Document Storage
Drag & Drop Interface
File Management
Permission Management
Projections
Reporting & Statistics
Search Functionality
Third Party Integration
Workflow Management
Features
4.5/5
Based on 385 user ratings
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Categories

Additional information for Suralink

Additional information for Suralink

Key features of Suralink

  • Collaboration Tools
  • Dashboard
  • Document Management
  • Document Storage
  • Forms Management
  • Project Accounting
  • Workflow Management

Suralink FAQs

Suralink FAQs

Below are some frequently asked questions for Suralink.

Q. What type of pricing plans does Suralink offer?

Suralink offers the following pricing plans:

Starting from: US$20.00/month

Pricing model: Subscription

Free Trial: Not Available

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

Q. What are the main features of Suralink?

Suralink offers the following features:

  • Collaboration Tools
  • Dashboard
  • Document Management
  • Document Storage
  • Forms Management
  • Project Accounting
  • Workflow Management

Q. Who are the typical users of Suralink?

Suralink has the following typical customers:

, , , , ,

Q. What languages does Suralink support?

Suralink supports the following languages:

English

Q. What type of pricing plans does Suralink offer?

Suralink has the following pricing plans:

Subscription

Q. Does Suralink support mobile devices?

We do not have any information about what devices Suralink supports

Q. What other apps does Suralink integrate with?

We do not have any information about what integrations Suralink has

Q. What level of support does Suralink offer?

Suralink offers the following support options:

Phone Support, Online Support