Suralink Reviews & Product Details

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. Review collected by and hosted on G2.com.

Honestly, there is nothing I don't like about Suralink. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Ease of organizing client PBCs on the portal, ease of sharing files securely, timely notifications. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.