# Suralink Reviews **Vendor:** Suralink **Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 147 ## About Suralink Suralink is the agentic automation platform for accounting firms & their clients. We help our customers deliver their most efficient engagements ever. We do that by unifying the entire Request-to-Review process and empowering teams with configurable AI agents to pre-screen data, automate analysis, and deliver critical insights. Suralink Workpaper Suite integrates with any Excel-based binder solution and connects directly to Request List Management. It automates data matching for sample testing or population analysis, streamlines reviews with linked client documents, and enables direct client follow-up—all without ever leaving your Excel workpapers. Clients’ responses and support documents sync automatically into your workbook, ensuring real-time updates and smoother collaboration. By combining Request List Management’s powerful, secure document request management with Workpaper Suite’s seamless integration with Excel, Suralink empowers firms to simplify workflows, reduce manual tasks, and foster better collaboration with clients. These tools help firms keep engagements on track, minimize inefficiencies, and enhance client interactions—ensuring a more efficient and cost-effective engagement process from initial PBC requests to workpaper review. ## Suralink Pros & Cons **What users like:** - Users find Suralink to be **incredibly user-friendly** , enabling quick onboarding and confidence in secure file handling. (36 reviews) - Users appreciate the **secure document sharing** of Suralink, finding it user-friendly and efficient for client interactions. (14 reviews) - Users value the **intuitive user interface** of Suralink, enhancing usability for clients and team members alike. (14 reviews) - Users commend the **simple initial setup** of Suralink, making it easy to transition and use effectively. (11 reviews) - Users value the **high efficiency** of Suralink, streamlining client interactions and enhancing overall productivity. (9 reviews) - Users praise the **effective communication** features of Suralink, enabling seamless collaboration and efficient management of client requests. (8 reviews) - Users value the **great organizational tools** that streamline information exchange and keep requests neatly organized. (8 reviews) - Team Collaboration (7 reviews) - Users value the **secure document management** of Suralink, simplifying client communications and enhancing workflow efficiency. (6 reviews) - Security Compliance (6 reviews) **What users dislike:** - Users experience **poor notifications** with Suralink, leading to communication delays and difficulties in finding information. (9 reviews) - Users express frustration with **missing features** in Suralink, including poor document review and inadequate notification systems. (8 reviews) - Users express frustration with the **difficult file management** in Suralink, affecting navigation and client accessibility. (7 reviews) - Users face **access issues** with Suralink, including difficulties with old files and Multi-Factor Authentication complications. (5 reviews) - Users find **difficult learning** curves with Suralink due to resistance in transitioning from established practices and tools. (5 reviews) - Users note that **download issues** arise due to lack of integration with other systems, complicating file transfer processes. (4 reviews) - Users find **email integration lacking** , particularly with glitchy Outlook add-ins and no notification history for client users. (4 reviews) - Poor Usability (4 reviews) - Users experience **software instability** with login issues and delays in notifications, hindering effective usage of Suralink. (4 reviews) - Communication Issues (3 reviews) ## Suralink Reviews ### 1. Intuitive and Streamlined for Audit Engagements **Rating:** 5.0/5.0 stars **Reviewed by:** Nate C. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2026 **What do you like best about Suralink?** I like how Suralink allows for an interactive PBC list where clients can upload large or confidential documents with ease. Everything is very intuitive, and when we have new clients coming into the platform, there's really no learning curve at all. I also appreciate the many features, like the status of requests and assigning tasks, which help streamline our audit engagements. The controller at the client can assign her team to certain requests, making the process smoother. The initial setup was extremely easy, making the transition from our old Document software, which was application-based and lacking in several areas, much easier. I'm very satisfied, as reflected in my high recommendation score. **What do you dislike about Suralink?** Honestly, there is nothing I don't like about Suralink. **What problems is Suralink solving and how is that benefiting you?** Suralink allows for easy client uploads of large or confidential documents with an interactive PBC list. It's intuitive, with no learning curve for new clients, and helps streamline tasks with features like request statuses and task assignments, unlike our previous application-based software. ### 2. Clients and staff see the shared benefit of using Suralink **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** March 11, 2026 **What do you like best about Suralink?** The best thing about Suralink is the ease of use for the clients and staff. When setup properly It is a great way to collect client documents safely and efficiently. **What do you dislike about Suralink?** The only downside to Suralink is that clients often upload documents for other family members or entities to one folder and sorting them can be time consuming. To solve this issue I add folders for any additional family members of entities so the client can access and upload everything needed in one place. **What problems is Suralink solving and how is that benefiting you?** Secure document transfer is a constant concern. We are able to upload documents to the clients, and they are able to upload their documents to us in a secure fashion. ### 3. Streamlined Client Communication with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Gabriele D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Suralink?** I like using Suralink for obtaining PBC information from clients and for client communication while avoiding email. The direct communication route is something I appreciate. I find it easy to use and it's simple to explain the process to clients. It accepts all document formats, which is quite handy. The setup and accessibility are straightforward, and document submission works well. **What do you dislike about Suralink?** I don't like how easy it is to download everything, which results in multiple identical downloads. Also, the tracking of downloads and notification settings could be improved. **What problems is Suralink solving and how is that benefiting you?** I use Suralink to obtain PBC information from clients, facilitate direct communication, and provide documents without email. It's easy to use and handles all document formats. ### 4. Smooth Collaboration Platform with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Tushar M. | Assurance Senior, Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** Suralink is an incredibly user-friendly platform that makes collaboration between clients and users seamless. I really like how easily clients can share data and create multiple requests, making the workflow efficient and organized. The platform also stands out for its regular updates and timely notifications, which ensure that users are always informed and up to date. Overall, it provides a smooth and efficient experience for managing client interactions and data sharing. **What do you dislike about Suralink?** Suralink occasionally faces some technical issues. At times, when a client fulfills a request, the uploaded files don’t always appear correctly, which can be inconvenient. There are also minor glitches here and there, and the platform sometimes goes into maintenance mode, which disrupts ongoing work. While these issues aren’t major, resolving them would make the overall experience much better. **What problems is Suralink solving and how is that benefiting you?** Suralink effectively addresses several challenges faced in financial audits, particularly around client collaboration and document management. Traditionally, exchanging audit evidence and supporting documents through emails or shared drives can be inefficient, disorganized, and prone to version-control issues. Suralink solves this by providing a centralized and secure platform where requests, client responses, and supporting documents are all tracked in real time. For me as an auditor, Suralink greatly improves efficiency and transparency throughout the audit process. It helps ensure that client-provided documents are organized and easily accessible, reducing the time spent following up on pending requests. The real-time status updates and notifications make it easier to monitor progress, and the audit trail enhances accountability and documentation quality. Overall, it streamlines communication with clients, minimizes confusion, and helps maintain a smoother, more structured audit workflow. ### 5. Secure and User-Friendly Platform with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Myrissa S. **Reviewed Date:** December 09, 2025 **What do you like best about Suralink?** I use Suralink to upload request lists for our clients and to receive documents that our clients have uploaded for audit purposes. It is a secure platform that is easy to use with our clients. I like that it is user-friendly and simple to use as well. It has an easy interface to quickly upload documents, download documents, add requests, and add people to engagements. The initial setup was also very simple. **What do you dislike about Suralink?** The only suggestion for improving Suralink would be the search function. Currently, I have to only use one unique word in our client names or search by the first name only. When I type in a full client name, it does not give me accurate results. **What problems is Suralink solving and how is that benefiting you?** I use Suralink for sharing and receiving audit documents securely. It's easy for our clients to use. The interface is user-friendly, allowing quick uploads and engagement management. ### 6. Streamlined Client Communication with Stellar Ease of Use **Rating:** 5.0/5.0 stars **Reviewed by:** Valerie S. **Reviewed Date:** November 13, 2025 **What do you like best about Suralink?** I use Suralink for sending out request lists to attest clients and I find its real-time capabilities incredibly beneficial. The audit trail feature is invaluable as it helps keep everyone honest, both employees at our firm and clients, and provides insight into where things might have gone wrong. The software’s ability to send periodic email reminders to clients when requested items are not turned in ensures deadlines are met, enhancing overall efficiency. Transitioning from using email and manual tracking to Suralink has significantly improved our time management. Additionally, the initial setup was remarkably easy; adding clients, creating a template in Excel, and importing the original lists was straightforward. I’m genuinely impressed with Suralink, so much so that I would recommend it with a score of 12/10. **What do you dislike about Suralink?** There are quite a few times when I request specific months of statements or files, and in order to update those dates when request lists are rolled forward, they have to be manually updated. This is mostly an inconvenience from a time and workflow standpoint, as it takes additional time to update the request items. **What problems is Suralink solving and how is that benefiting you?** I use Suralink to automate request list management, improving time management by sending reminders and tracking status, which keeps everyone accountable. Initial setup was simple. However, manually updating rolled-forward dates is a little time-consuming. ### 7. Efficient Client Management Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha S. **Reviewed Date:** November 13, 2025 **What do you like best about Suralink?** I find Suralink immensely valuable for organizing my client engagements, as it simplifies client request list management and allows for real-time updates, making it easier for clients to see outstanding tasks. I appreciate how it holds both my team and our clients accountable, ensuring transparency and accountability across the board. The initial setup was very easy, proving how user-friendly the platform is from the outset. Although I haven't yet integrated it with other tools, I am excited by the potential to upgrade and take advantage of its available integrations. Transitioning from using Microsoft Excel for our PBC list to Suralink has been a significant improvement in efficiency and ease of use. I really enjoy the overall experience with Suralink and would enthusiastically recommend it, as reflected by my rating of 10 out of 10. **What do you dislike about Suralink?** Nothing **What problems is Suralink solving and how is that benefiting you?** I find Suralink makes it easy to prepare and manage a PBC list in real time, helping me organize engagements, simplifying client visibility on open items, and ensuring accountability for both teams. ### 8. Streamlined and Reliable Audit Data Collection Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Shaily S. | Audit Associate, Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Suralink?** Suralink provides a centralized, user-friendly platform for clients to securely upload and manage audit documentation. Its end-to-end workflow allows for clear request tracking, real-time updates, and seamless communication between teams and clients. The ability to monitor progress, assign tasks, and maintain version control helps us stay organized and meet deadlines more consistently. **What do you dislike about Suralink?** While Suralink is highly functional, the user interface can feel slightly overwhelming for first-time users. Initial onboarding might require some guidance for clients unfamiliar with the system. Additionally, occasional delays in syncing or notifications can cause minor communication lags. **What problems is Suralink solving and how is that benefiting you?** Suralink solves several key problems in the audit process, most notably around request tracking, document version control, and secure file exchange. Before using Suralink, managing audit PBC (Prepared By Client) lists through email and spreadsheets was time-consuming and prone to errors. Now, with a centralized platform, I can easily track which documents have been received, which are outstanding, and communicate directly within each request. This has significantly improved our workflow efficiency, reduced follow-up emails, and helped ensure timely delivery of audit evidence. The ability to assign and organize requests by category or priority has also made managing multiple engagements much more streamlined. ### 9. Secure file sharing **Rating:** 4.0/5.0 stars **Reviewed by:** Anusha B. | Senior, Enterprise (> 1000 emp.) **Reviewed Date:** January 20, 2026 **What do you like best about Suralink?** Ease of organizing client PBCs on the portal, ease of sharing files securely, timely notifications. **What do you dislike about Suralink?** If we’ve already sent a file within an email chain, Suralink doesn’t allow us to attach additional files in a new email within that same chain. We have to either start a new email thread or delete the files that were shared earlier in the trail. **What problems is Suralink solving and how is that benefiting you?** Secure file sharing ### 10. suralink is great **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** Efficiency & time savings Automates the process of requesting documents (PBC requests), reducing manual back-and-forth. Suralink +2 SoftwareSuggest +2 Built-in reminders and status updates reduce the need for manual follow-up. Suralink +2 Suralink +2 The ability to reuse templates and roll over engagements year to year cuts down setup time. Suralink +1 Better visibility & tracking Real-time dashboards and instant notifications provide insight into which documents have been requested, submitted, or delayed. Suralink +2 Software Advice +2 Audit trails (who did what, when) help with accountability and compliance. Suralink +2 Suralink +2 Improved client experience & collaboration A centralized portal (rather than scattered emails / attachments) gives both firm and client a shared interface. Suralink +2 Software Advice +2 The integrated e-signature functionality means clients can sign documents directly inside the same workflow. Suralink +2 SoftwareSuggest +2 Less “email chasing” and fewer misunderstandings over which version or document is current. **What do you dislike about Suralink?** Cost / Licensing As with many enterprise tools, cost can be a barrier, especially for smaller firms. (I didn’t find detailed public pricing, but specialized audit software tends to have nontrivial licensing fees.) Some features (automation rules, API access, premium support) may only be available in higher-cost tiers. Suralink Onboarding / Change management The transition from legacy email / spreadsheet workflows to Suralink requires training and adoption effort. Some users may resist changing their habitual processes. Initial setup (creating templates, migrating existing client lists, defining permissions) takes time. Dependency on client adoption If clients are slow to adopt or uncomfortable with new tools, they may resist using the portal, uploading docs, or using e-signatures, which can blunt the benefit. Some clients may prefer traditional means (email, paper), requiring parallel processes or extra support. **What problems is Suralink solving and how is that benefiting you?** Better audit / regulatory readiness The consolidated, organized system of requests, responses, and logs helps with audits and compliance reviews. The system can help ensure that nothing is overlooked (requests tracked, no duplicates, no “lost” emails). ### 11. Easy to use and Client Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Hui T. | Risk Advisory Senior, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** What I like best about Suralink is its intuitive interface and seamless client collaboration features, which make managing requests and tracking progress incredibly efficient. The platform’s secure document exchange and real-time visibility into workflows help streamline audit and compliance processes, saving time and reducing risk. **What do you dislike about Suralink?** Sometimes downtime happens, especially when new updates are introduced that complicate existing workflows and create friction for users. With platforms like Suralink, these changes can occasionally disrupt the smooth exchange of requests and documentation, leading to confusion or delays. Users may express dislikes when familiar processes are altered or when system responsiveness is impacted, particularly during critical periods. Clear communication and proactive support are essential to help users adapt and maintain trust in the platform during these transitions. **What problems is Suralink solving and how is that benefiting you?** As a Risk Advisory Consultant, Suralink helps solve the challenge of managing and organizing large volumes of client evidence during audits and assessments. By serving as a centralized, secure repository, it streamlines the request and documentation process, reduces back-and-forth communication, and ensures real-time visibility into the status of each item. This not only improves efficiency and accountability but also enhances the overall quality and timeliness of our risk reviews. ### 12. Secure and User-Friendly Document Management **Rating:** 5.0/5.0 stars **Reviewed by:** Rudy G. **Reviewed Date:** November 21, 2025 **What do you like best about Suralink?** I really appreciate Suralink's secure file upload feature. It is extremely convenient and very user-friendly. This tool gives me confidence as it ensures that my client's documents and personal information are safe and not floating around the Internet, which is a huge plus for maintaining privacy. Additionally, the initial setup of Suralink was fairly easy, which was a relief since we primarily use it for securing file uploads. It allows me to comfortably handle sensitive information without resorting to email, which could be less secure. **What do you dislike about Suralink?** There is nothing that I do not like **What problems is Suralink solving and how is that benefiting you?** I find that Suralink securely manages document exchange, providing peace of mind by safeguarding client information from the vulnerabilities of email, all while being user-friendly and convenient. ### 13. An innovative client interaction gimmick **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** You no longer need to wait for clients in person when dealing with time zone differences. Easier to use and integrate client provided documents with their responses on chat. We can reject and re-request items if we are unsure of that. **What do you dislike about Suralink?** In my opinion, the interface of Suralink is not very user-friendly. I feel it could be more refined and intuitive. At the moment, I struggle to navigate between multiple client files efficiently. Additionally, there is no feature to indicate unread responses, which makes it harder to keep track of updates. **What problems is Suralink solving and how is that benefiting you?** We no longer need to wait for client calls or emails to request documents. Instead, we can simply create a request in the Suralink space for the relevant client at any time of day. This allows us to receive responses from the client without having to interact with them directly. ### 14. Effortless File Transfers and Client Communication **Rating:** 4.0/5.0 stars **Reviewed by:** Dominik R. | Audit Senior, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Suralink?** I like the easy ability to send requests and transfer files to and from clients, and answer questions as needed in a well-organized software. It is great for keeping track of tasks. We use it daily. **What do you dislike about Suralink?** I'm not a huge fan of the recent update that has made it not possible to enter within a comment when i want to make a numbered list. **What problems is Suralink solving and how is that benefiting you?** It makes tasks easier to track and avoid cluttered organization of all audit-related items. ### 15. Easy to Use—Clients Love It **Rating:** 5.0/5.0 stars **Reviewed by:** Eric G. | partner, Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2026 **What do you like best about Suralink?** Easy to use, clients love the tool and interface. **What do you dislike about Suralink?** Would love to see more integratoin into our audit software **What problems is Suralink solving and how is that benefiting you?** exchange of data to/from clients ### 16. Suralink's user experienced is very streamlined, easy to use, and simple for clients to use as well. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** I like that Suralink is not overly complicated, and is very accessible for almost all of our clients who have varying levels of technological experience. It helps keep audit requests in one place, and allows straightforward project management. **What do you dislike about Suralink?** Some of our clients have had issues with the Multi-Factor Authentication, and it eventually locks their accounts, which causes hiccups in the process. **What problems is Suralink solving and how is that benefiting you?** It helps our team keep track of all of the requests that we receive for our audits, which makes each audit year after year go much more smoothly. We can see the different reports and documentation that we received in the prior year's audit, and roll those requests forward to the current year audit. This makes our communication with the client much more streamlined. ### 17. Great Experience So Far with Suralink **Rating:** 5.0/5.0 stars **Reviewed by:** Paul S. | CPA/Firm Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Suralink?** The best thing about Suralink is having all the client dialogue and exchanges of document requests and documents delivered in one place. Also that it is easy to access and accomodates multiple client users. Also the ability to download all the documents at once in various file tree structures. Also the added Secure Send built in allows me to put a link in my emails and provide to anyone to send me files securely (and for me to send them files securely though links). Also, this secure send is built into Outlook through an Outlook Add-in. **What do you dislike about Suralink?** Only real downside is that it isn't integrated with our existing document management/storage system. So we have to download and transfer files to our other systems like Smartvault and AdvanceFlow for example. But Suralink doesn't hold itself out to be a document management/storage system - it's more of a workflow tool. **What problems is Suralink solving and how is that benefiting you?** Having all dialogue and client deliverables in one central place. ### 18. Very organized - easy to communicate with clients. **Rating:** 5.0/5.0 stars **Reviewed by:** Junaid R. | Senior Audit Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** As an auditor, our responsibility is to deliver an organized request listing to the client detailing all the items needed to conduct the audit. Suralink does a great job of making everything neatly organized and easy to understand. If there are any follow-ups, I can directly communicate with the clients using the Suralink site. **What do you dislike about Suralink?** Sometimes it can be a bit difficult to add a new client to the portal. That's moreso on the client to gain an understanding of the website. Besides that, no issues! **What problems is Suralink solving and how is that benefiting you?** It is organizing all requests for audit purposes. Instead of hundreds of back and forth emails with numerous attachments, it houses all necessary documents on one page. ### 19. Using suralink in M&A transactions **Rating:** 5.0/5.0 stars **Reviewed by:** Renato d. | Senior consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Suralink?** suralink helps a lot to reduce the time spent during the information-gathering process in an M&A transaction. Its practical download functionalities, practical traceability, dynamic comments and organization help a lot in a process where time is crucial. In addition, the reports generated by the platform are very useful for facilitating communication. **What do you dislike about Suralink?** We face some language barriers with non-native English speakers and I feel there is room for improvement in the way requests are created and updated. The two-step verification process via Autenticator was also a problem in some cases due to organizational constraints, I would recommend checking other ways to perform the two-step verification. **What problems is Suralink solving and how is that benefiting you?** Time spent on request lists Organization Traceability Practical and organized downloads ### 20. Very User-Friendly Audit Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2026 **What do you like best about Suralink?** We use Suralink for audits - very user friendly! **What do you dislike about Suralink?** We have used Suralink for 4 years now and I haven't had any issues **What problems is Suralink solving and how is that benefiting you?** Helps with placing all needed documents for our audits in one place. It is secure so we feel safe putting information into this platform ### 21. Easy for Clients, But 2FA Prompts Are Annoying **Rating:** 3.5/5.0 stars **Reviewed by:** gustavo g. | Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Suralink?** its easy to explain how to use suralink to clients. **What do you dislike about Suralink?** i don't like that suralink ask the 2 factor authentication a lot even though i put trust the device. **What problems is Suralink solving and how is that benefiting you?** Secure trading of documents with clients. ### 22. Suralink has transformed the audit process. **Rating:** 5.0/5.0 stars **Reviewed by:** Nicolas B. | Senior Auditor, Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Suralink?** Suralink has transformed the way we manage requests, track deliverables, and collaborate with clients throughout the audit process. **What do you dislike about Suralink?** The downside is that it leaves the client with more responsibility to learn the uploading process while also staying timely with requests. **What problems is Suralink solving and how is that benefiting you?** Overall, Suralink has streamlined my audit engagements, strengthened client relationships, and saved countless hours of administrative work. It enhances efficiency without sacrificing security, which is exactly what auditors need. I highly recommend it to any firm looking to modernize its client collaboration process. ### 23. As a firm we have not had one positive comment from clients about this software. **Rating:** 0.0/5.0 stars **Reviewed by:** Zach A. | Client Relations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Suralink?** We are switching after using it for two tax seasons because none of our clients like the platform. It has not improved our work process. NO Mobile Feature!!!!! Clients are all on phones or tablets and get so lost because it is a computer based product, I wish we never signed up for this product. **What do you dislike about Suralink?** Interface, overall layout, lack of Firm Branding options. Everything is hard to find for the clients. The notification system is not good. **What problems is Suralink solving and how is that benefiting you?** Overall Layout - clients have a hard time understanding the Engagments Vs reports. NO Mobile Feature!!!!! ### 24. An Improvement to secure File Sharing **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 03, 2025 **What do you like best about Suralink?** Suralink is very clean to look at and very user-friendly. It is easy to look at tasks, add tasks/requests, send updates to clients on pending items, comment & upload, etc. All the functions are really simple to learn and easy to carry out. The color-coding system is very helpful. **What do you dislike about Suralink?** It is nit-picky, but it can get annoying when after a short period of inactivity, Suralink signs you out. And when you sign back in, you have to sign in twice, it can be a bit redundant. Also, Suralink has occasionally been down for maintenance, or you can't login during the workday. That has led to some work slowdowns and clients messaging me that they can't get into Suralink. **What problems is Suralink solving and how is that benefiting you?** It helps with secure file sharing with audit clients. It helps with making sharing more secure and easier to facilitate. It also helps with simplifying the look and organization of requests and tasks ### 25. HR **Rating:** 4.5/5.0 stars **Reviewed by:** Delicia B. | HR Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Suralink?** The security that it keeps the files secure. And that I am able to send to people that do not have accounts. **What do you dislike about Suralink?** Can not always find old files that have been received **What problems is Suralink solving and how is that benefiting you?** Been able to send secure files. ### 26. Suralink Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** I like the layout and format of suralink. I like how it integrates with email and that it keeps a log of when items are received. I also like that it never erases information after a period of time. **What do you dislike about Suralink?** Sometimes logging in securely can be a pain. When i use SSO it always lags and takes 30 seconds to load. Sometimes it is difficult to locate the "client list" but that could be because a lot of my clients are healthcare and that is more protected. **What problems is Suralink solving and how is that benefiting you?** easy contact with client to exchange information ### 27. Flexible Template Loading Makes Client Work Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Suralink?** I like the flexibility to load files as templates for my clients. **What do you dislike about Suralink?** It is difficult to know which files have not been downloaded without clicking on each category to see what was loaded. I wish we could just see what files are new. **What problems is Suralink solving and how is that benefiting you?** This allows our firm to keep our clients organized and progressing through our questions and needs to complete the work. ### 28. suralink usage **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** easy to use with clients and conveniently designed to stay on top of client uploads **What do you dislike about Suralink?** functionalities can increase. There can be even more that we can use. Some of the new functions , such as reviewing documents directly on suralink, does not work too well **What problems is Suralink solving and how is that benefiting you?** it is solving the problem of working with multiple clients at a time nad tracking when deliverables are being uploaded, The reports I receive from Suralink allows me to know when comments and items are uploaded ### 29. Simple Clear and Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Scott S. | Principal at SAS Assurance, Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Suralink?** Theat our clients rarely have a question - they can use with zero training. **What do you dislike about Suralink?** The rollforward feature should be able to roll for the year of individual dates in the request fields. **What problems is Suralink solving and how is that benefiting you?** Been using for our clients for about 4 years and not a single negative thing to report from any clients - We use it to obtain and use senstive information. Including HIPPA information. ### 30. Suralink makes my life 10x easier! **Rating:** 5.0/5.0 stars **Reviewed by:** alex g. | Assurance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Suralink?** Love using Suralink. Makes it easier on me and clients to keep track of what has been uploaded in a clear and efficient manner. **What do you dislike about Suralink?** Not really any downsides - maybe wish I got a better notification when things are uploaded (seems like it comes once a day and its grouped with other notifications) **What problems is Suralink solving and how is that benefiting you?** I used to have to request and collate client documentation through email and it was hard to see what client had sent. Now everything is securely uploaded in one easy to see spot. ### 31. Great for streamlining client requests and efficiency increased in getting requested audit support **Rating:** 4.5/5.0 stars **Reviewed by:** Christelle S. | Audit Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2025 **What do you like best about Suralink?** I can click one button and send the client an updated open items list without pouring through so many emails. Clients appreciate the status emails as well and have commented on the ease of having all audit requests in one place. The comment function is great as well as it reduces the amount of email correspondence between audit team and client. **What do you dislike about Suralink?** Not a big deal, but would be great to be able to download directly to a folder on my OneDrive as opposed to downloading to downloads drive. Not sure if there is a setting that needs to be changed? I believe future Suralink updates include a preview window before downloading which would be a great value-add feature I look forward to using! **What problems is Suralink solving and how is that benefiting you?** Cannot think of any right now. ### 32. User-Friendly for Clients, Clunky for Providers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about Suralink?** My clients love how easy it is to use—it's very user-friendly and intuitive. I also really appreciate that my view is almost identical to theirs, which makes it simple to walk them through any questions or issues that come up. **What do you dislike about Suralink?** There are several quality-of-life software features that could use improvement. The platform can feel clunky at times—for example, reorganizing request lists or identifying and reviewing uploaded files isn’t very smooth. It would be helpful to rename files to match the request name or preview them more easily to verify accuracy. The secure e-signature tool is another example; it's great in theory, but the inability to resize signatures or adjust formatting makes it a bit frustrating to use. These limitations can make the overall experience more tedious than it needs to be. **What problems is Suralink solving and how is that benefiting you?** Suralink helps centralize document collection, which reduces the back-and-forth and makes it easier to track what’s been received versus what’s still missing. It’s not perfect, but it does create a clearer process for both me and the client. ### 33. Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** The new interface has given Suralink a more refined look and easier to use. I use this product over 20 times a day and appreciate that I can assign users and mark priority items. **What do you dislike about Suralink?** Sometimes Suralink will freeze and I won't be able to access it which is difficult. **What problems is Suralink solving and how is that benefiting you?** This is great for secure file sharing and management of request lists ### 34. Suralink Review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** Suralink is an easy way to organize requests lists for clients. Clients enjoy the ease of navigating the site and seeing what requests are still outstanding and which have been fulfilled. **What do you dislike about Suralink?** I dislike nothing about Suralink. The only thing that could potentially be improved is the email notification system. **What problems is Suralink solving and how is that benefiting you?** Serves as a information sharing site and also organizes requests. ### 35. Suralink Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Suralink?** Suralink is fairly easy to use. I thought it would be a little more interactive, that I could have reminders sent when I want. The clients seem to be able to turn off the automatic reminders. Customer support is easy to get in touch with. No wait time. Setup took a bit of time but was not difficult. **What do you dislike about Suralink?** I dislike that when a client asks for a link to upload documents, the link is not private. Everyone gets the same link. There should be a way to generate a link for each client that no one else can open. **What problems is Suralink solving and how is that benefiting you?** We use it for file requests from our audit clients. ### 36. Smooth for our firm and our clients **Rating:** 4.0/5.0 stars **Reviewed by:** Jalee G. | Senior Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Suralink?** I love that Suralink shows a full history all of the activity that has occurred between the firm and the client. **What do you dislike about Suralink?** Sometimes Suralink has crashes and i cannot utilize it when needed. **What problems is Suralink solving and how is that benefiting you?** Suralink allows us to share documents seamlessly, including a full history of the activity for each document. I also love the secured email feature out of Suralink. ### 37. Excellent File Sharing Software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** June 27, 2025 **What do you like best about Suralink?** It offers a secure way to share secure files with client and client can share with me. It is very easy to use, user-friendly. It can hold a large portion of client and still run with no issues. Very easy to instruct client on how to get access to the system and being implementing to our file sharing. **What do you dislike about Suralink?** One thing that I dislike about Suralink is how it does not notify you immediately after new files have been shared. It usually waits into the next morning to send an email. **What problems is Suralink solving and how is that benefiting you?** Secure file sharing, We are able to share important files with clients securely. ### 38. Great for Organization, but Login Timeout and Bugs Are Frustrating **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** October 14, 2025 **What do you like best about Suralink?** I appreciate how it forces engagements to be more organized **What do you dislike about Suralink?** The login timeout feature - I have it set up to log me out at max setting but it still forces me out every time I return to Suralink. Sometimes, it is buggy where I can't see the request history, assign people, create a request, etc. But a simple refresh works most of the time. **What problems is Suralink solving and how is that benefiting you?** Handling open items is far more simple than using dropbox application. Most client like this platform as well. ### 39. Well rounded prodcut **Rating:** 4.0/5.0 stars **Reviewed by:** Justin M. | Audit Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about Suralink?** I like being able to rollforward prior pbc lists and the ability to track tasks in the software. I also enjoy the ability to provide files to clinets easily. **What do you dislike about Suralink?** Importing pbc lists from excel is not as easy as I think it could be. **What problems is Suralink solving and how is that benefiting you?** Suralink provide a platform to allow us to collect large amounts of client forms and other supporting documents in a categorized manner. It benefits us by being able to provide easy access to our clients with detailed listings or requests. ### 40. Critical Asset for CPA firms. **Rating:** 5.0/5.0 stars **Reviewed by:** Steven A. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2025 **What do you like best about Suralink?** Suralink's secured file transfer and sharing application is critical for communicating sensitive personal and financial information to our firm. Suralink allows us to maintain control of the inflow of requested information from our extensive client base during and after-tax season. **What do you dislike about Suralink?** The web pages could be color enhanced for brightness and clarity. The font and background data fields are a variation of shaded grays. Makes viewing the web screens difficult. Font sized could be increase as well. **What problems is Suralink solving and how is that benefiting you?** Suralink assists us with automated follow up with document requests to our clients. ### 41. Suralink has made the audit process much easier. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2025 **What do you like best about Suralink?** The best part about Suralink is the progress tracker that helps both auditors and clients have a better understanding of what is needed to complete an engagement. **What do you dislike about Suralink?** The downside of using Suralink is that everything must be downloaded to your computer. There is no integration with a filing software such as Engagement to avoid having all files be downloaded manually. **What problems is Suralink solving and how is that benefiting you?** Suralink allows an easy place for customers to share files securely. This helps smooth the audit process and make things more efficient. ### 42. When tech meets organization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Suralink?** Ease of use. I have over 20 clients that use Suralink, I haven't spent more than 5 minutes showing or helping them how to use it. **What do you dislike about Suralink?** From a capabilities standpoint, would like to see AI tools offered whereby file contents can be scanned and users can show data points meeting auditor requirements. **What problems is Suralink solving and how is that benefiting you?** File manage, organization, and communication. ### 43. Revolutionary Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Judah S. | Senior Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Suralink?** Suralink presqu'entièrement élimine les aspects ping-pong des demandes qui étaient historiquement accomplies par e-mail. Tout va-et-vient qui reste est facilement géré par l'application Suralink intuitive et conviviale. **What do you dislike about Suralink?** It takes a while for clients to adapt to a non-email request list. However, overall, the consensus is great applause for the complete overhaul of what was once a painful process. **What problems is Suralink solving and how is that benefiting you?** Accounting jobs require numerous requests. Suralink organizes these requests, making them trackable and easily accessible to all parties involved. ### 44. Excellent Toll for Collaboration **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda R. | Tax Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Suralink?** I love that Suralink allows clients to make comments in addition to uploading files. **What do you dislike about Suralink?** My only complaint is that there is not an app for cell phones. That would make it even more beneficial. **What problems is Suralink solving and how is that benefiting you?** As soon as I have the document request list ready, I can activate the engagement. Clients can immediately start providing me with documents and include comments. Instead of receiving dozens of emails with pdf attachments for return preparation, it is all in one place. ### 45. Nice interface, easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** kristen.e.minks@gmail.com m. | Experienced Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Suralink?** I enjoy the clean and intuitive user interface, and the ease of sending requests to clients **What do you dislike about Suralink?** I don't like that there is not a way to see when a push notification was last sent to a client user. I also wish Suralink integrated better with Outlook; the add-in is glitchy and does not work in the newer version of Outlook. **What problems is Suralink solving and how is that benefiting you?** It allows us to securely share sensitive client information and easily send reminders for open items/info needed ### 46. Auditor's review of Suralink **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** Safe Client Uploads Great organizational tools to keep requests organized Easy tools to integrate request list into the suralink system Customer support had a quick response when I used them **What do you dislike about Suralink?** Locking requests to specific users while having all users still able to view the request - without being assigned to it **What problems is Suralink solving and how is that benefiting you?** Helps organize my requests in a space that has secure upload. ### 47. Very convenient **Rating:** 4.5/5.0 stars **Reviewed by:** Janet M. | Tax specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Suralink?** Easy to put requests to client and pull information from them vs email back and forth. **What do you dislike about Suralink?** delay notification once client upload information to the portal. **What problems is Suralink solving and how is that benefiting you?** to improve on sending notification timely. ### 48. Suralink Review **Rating:** 4.5/5.0 stars **Reviewed by:** Lauren K. | Risk Advisory Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** August 14, 2025 **What do you like best about Suralink?** It is easy to get comfortable with and user friendly. Efficient and organized. **What do you dislike about Suralink?** I do not have any concerns at this time. **What problems is Suralink solving and how is that benefiting you?** They are a secure platform for us to use when receiving and sending documentation to a client. ### 49. Easy to Use and Excellent for Delivery Control **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2025 **What do you like best about Suralink?** Its ease of use for access and control of deliveries **What do you dislike about Suralink?** at the moment we have not found a disadvantage **What problems is Suralink solving and how is that benefiting you?** Problems with the delivery and receipt of large documents or volumes of information ### 50. Game Changer for PBC **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Suralink?** Suralink is a game-changer for managing PBC request lists and secure document exchange (both to and from the client). The user interface is intuitive for interns through partners. **What do you dislike about Suralink?** I don't have too many dislikes about the system, only a wist list item that we could have multiple tabs or pages open at once. **What problems is Suralink solving and how is that benefiting you?** Accountability on the client and auditor for audit requests. ## Suralink Discussions - [What is a PBC accounting?](https://www.g2.com/discussions/what-is-a-pbc-accounting) - [Is Suralink safe?](https://www.g2.com/discussions/is-suralink-safe) - [How do you use Suralink?](https://www.g2.com/discussions/how-do-you-use-suralink) - [What does Suralink do?](https://www.g2.com/discussions/what-does-suralink-do) - [View Suralink pricing details and edition comparison](https://www.g2.com/products/suralink/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-05+13%3A56%3A06+-0500&secure%5Bsession_id%5D=cd277586-9acd-4089-ba58-54ec39082a15&secure%5Btoken%5D=4fc2ebb5e1247a7635d9acfb4a6f72e2e6b793ded8461083fd7a2ede1d5ef284&format=llm_user) ## Suralink Integrations - [Caseware](https://www.g2.com/products/caseware/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Trullion](https://www.g2.com/products/trullion/reviews) ## Suralink Features **Communication** - Client Portals - Automation - Consolidation **Data Capture** - Multi-format Support - OCR Capabilities **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Collaboration** - Collaboration - Tasks **Data Extraction** - Entity Recognition - Text Classification **Data Validation** - Accuracy Checking **Agentic AI - Financial Audit** - Proactive Assistance **Onboarding** - Templates - Checklists - New Client **Workflow Automation** - Batch Processing - Process Integration **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Document Management** - Search Functionality - Version Control **Machine Learning** - Custom Model Training **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration **Natural Language Processing** - Sentiment Analysis **Semantic Analysis** - Contextual Understanding **Data Integration** - API Support **Security** - Compliance Standards - Data Encryption ## Top Suralink Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (822 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (687 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)