--- title: Suralink Reviews meta_title: 'Suralink Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 174 reviews by the users' company size, role or industry to find out how Suralink works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 174 scale: '5' date_modified: '2026-07-13' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # 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:** 174 ## 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 **intuitive and user-friendly** , enabling effortless document uploads for clients without any learning curve. (36 reviews) - Users value the **secure document sharing** feature of Suralink, enhancing privacy and ensuring ease of use for confidential uploads. (14 reviews) - Users value the **intuitive and refined interface** of Suralink, enhancing ease of use and collaboration. (14 reviews) - Users find the **initial setup very easy** , ensuring a smooth transition to using Suralink effectively. (11 reviews) - Users praise Suralink for its **efficiency and time savings** , significantly enhancing document management and client collaboration. (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 are frustrated with the **poor notifications** from Suralink, as they delay alerts about new file uploads. (9 reviews) - Users find Suralink's **missing features** frustrating, especially with limitations on email attachment and difficult navigation. (8 reviews) - Users are frustrated by Suralink's **inflexible file management** , complicating file sharing and accessibility for older clients. (7 reviews) - Users experience **access issues** with file retrieval and Multi-Factor Authentication, leading to delays and complications. (5 reviews) - Users feel that the **difficult learning** curve adds responsibility and affects timely document management for clients. (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. 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. ### 2. 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!!!!! ### 3. 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 ### 4. Excellent Client Request List Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Suralink?** Request list organization for our clients **What do you dislike about Suralink?** Not being able have both a firm and client login **What problems is Suralink solving and how is that benefiting you?** Request list ### 5. 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. ### 6. 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 ### 7. 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. ### 8. 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 ### 9. 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. ### 10. 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. ### 11. 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. ### 12. 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. ### 13. 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 ### 14. 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. ### 15. 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. ### 16. 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. ### 17. 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. ### 18. 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. ### 19. 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. ### 20. 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. ### 21. 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. ### 22. 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. ### 23. 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. ### 24. 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 ### 25. 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. ### 26. 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. ### 27. 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. ### 28. 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 ### 29. 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. ### 30. Intuitive and easy to navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2025 **What do you like best about Suralink?** Highly sophisticated platform that is easy to navigate. Training new users is simple and quick. **What do you dislike about Suralink?** Can be too much sophistication for certain projects that require less involvement. **What problems is Suralink solving and how is that benefiting you?** Creation and organization of diligence lists. ### 31. Suralink Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Suralink?** I feel that Suralink is very user friendly and simple to use. I use it all the time with ease. **What do you dislike about Suralink?** It seems to get bogged down at times, but I can log out and back in and it works fine. **What problems is Suralink solving and how is that benefiting you?** Keeping client's information private and organized. ### 32. Suralink has truly been a great platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Suralink?** Super easy for me and clients to use. Way better than previous platforms I have used **What do you dislike about Suralink?** Nothing so far. Does what it needs to do. **What problems is Suralink solving and how is that benefiting you?** Getting files to and from clients securely ### 33. Works well enough, but has quite a few login issues. **Rating:** 3.5/5.0 stars **Reviewed by:** Krishna R. | Staff Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2025 **What do you like best about Suralink?** Fairly easy for clients to use, and its easy to contact clients for pending items. **What do you dislike about Suralink?** It has quite a few login issues which makes it difficult for clients to upload items. Also can have misleading notifications about uploading items. **What problems is Suralink solving and how is that benefiting you?** It makes it much easier to request and receive items from clients which saves us time compared to email. ### 34. Largely, clients find ease in sharing documents securely in the portal. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2025 **What do you like best about Suralink?** The secure portal gives peace of mind. The customer service is prompt and efficient. **What do you dislike about Suralink?** The name is awkward for clients. Sometimes, they have trouble logging in or accepting invites into the system. **What problems is Suralink solving and how is that benefiting you?** The secure portal to place final documents for clients is the most used feature. ### 35. Worked pretty well during my limited use **Rating:** 3.5/5.0 stars **Reviewed by:** dylan h. | associate, Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Suralink?** Easy layout format for the home page and quick find **What do you dislike about Suralink?** lot of info and can be a bit much and while to famaliarize **What problems is Suralink solving and how is that benefiting you?** client pbc ### 36. Product works better audit department **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2025 **What do you like best about Suralink?** I like the emails & quick & easy access to the files sent to me from clients. **What do you dislike about Suralink?** Too many of our clients are unable to open. We used ShareFile before SuraLink & the clients prefer SF because of the file storage. **What problems is Suralink solving and how is that benefiting you?** It does not help me. Maybe tax - the feature where you mark what you need from the client. I believe our Audit department likes SuraLink. ### 37. Semi Senior Auditor **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?** Arragement. and categorization, customization. **What do you dislike about Suralink?** Client's inaccessibility sometimes which makes them dislike it. **What problems is Suralink solving and how is that benefiting you?** Ease of categorization ### 38. User of Surelink **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2025 **What do you like best about Suralink?** It is easy to use to send attachments securely. **What do you dislike about Suralink?** If Outlook works correctly it is an easy process, but it does not always work because microsoft wants people to switch to the new outlook. **What problems is Suralink solving and how is that benefiting you?** I guess saves a few seconds a time a week to send documents securely vs the old I way I would. ### 39. Suralink stands alone. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Suralink?** Highly customizable, but not to the point of overwhelming. Client-side ease of use. **What do you dislike about Suralink?** More options to set how often to receive Suralink notification emails might be useful; such as setting specific times or intervals. **What problems is Suralink solving and how is that benefiting you?** Suralink has improved our file sharing and information sharing process with clients, which increases efficiencies and reduces frustrations. ### 40. Portal review **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2025 **What do you like best about Suralink?** There are plenty of options within the portal itself. The portal helps designate files to be reviewed and signed. **What do you dislike about Suralink?** The portal has difficulty with accessing documents form our older clientele. They find it challenging to upload documents to us and also opening files. **What problems is Suralink solving and how is that benefiting you?** unknown ### 41. Suralink has been a great tool for communicating with clients and receiving documents. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Suralink?** I enjoy being able to leave comments for clients. **What do you dislike about Suralink?** The filter feature for activity seems to exclude "My Activity" if I select the "All" filter. **What problems is Suralink solving and how is that benefiting you?** Suralink is helping shorten the time between document requests and client uploads. ### 42. Great client PBC list management and portal system **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2025 **What do you like best about Suralink?** I like that the client and service provider have clear, clean view and access to request lists. Customer support has been great. Easy to set up and use. **What do you dislike about Suralink?** It's not integrated into our other systems, so there is a manual download of the information. **What problems is Suralink solving and how is that benefiting you?** Quick and easy secure client request portal that helps me communicate, maintain documentation and get information quickly from my clients. ### 43. Easy to use **Rating:** 3.5/5.0 stars **Reviewed by:** Yesenia H. | Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Suralink?** Organization and numbers request on board. **What do you dislike about Suralink?** Theres no easy way to see what is still outstanding. **What problems is Suralink solving and how is that benefiting you?** Clients get to safely upload their documents. ### 44. Suralink is very easy program for our clients and us to keep moving on projects in a timely manner. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Suralink?** very user friendly for our clients to use **What do you dislike about Suralink?** So far, I have no dislikes as we have just started using only a few months ago **What problems is Suralink solving and how is that benefiting you?** Keeping us and the client communicating. ### 45. Amazing App **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 26, 2025 **What do you like best about Suralink?** Easy to use and convenient for our clients to access **What do you dislike about Suralink?** Notifications aren’t immediate or linked to Teams **What problems is Suralink solving and how is that benefiting you?** Request lists ### 46. Sureprep is great for project management **Rating:** 4.5/5.0 stars **Reviewed by:** Tyson B. | Principal, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2024 **What do you like best about Suralink?** Organization of questions and preloaded questions. **What do you dislike about Suralink?** lack of being able to reorder questions within categories **What problems is Suralink solving and how is that benefiting you?** Keeping outstanding questions organized and readily viewable. Organizing requests and documents from clients ### 47. User-friendly and great way to track audit support **Rating:** 4.5/5.0 stars **Reviewed by:** Carmen S. | Senior Associate, Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Suralink?** The different statuses are helpful and easy for everyone to see what status is for all document requests. It's very user-friendly and easy to navigate. The customer support team is also very helpful and responds in a timely manner. **What do you dislike about Suralink?** The dashboards need further customization options, such as selecting what columns are shows and being able to print to PDF. **What problems is Suralink solving and how is that benefiting you?** It provides greater visibility for our clients to know what further action is required on their part in order for us to complete the audits **Official Response from Customer Success:** > I'm so glad that you've found Suralink to be user-friendly and we love to hear that our Support team was helpful. Thank you for providing this feedback about our dashboards. Product feedback is extremely valuable as we prioritize future enhancements to our product, and we'll be sure to share this with our product team. ### 48. The set up and learning process feels somewhat complex **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2025 **What do you like best about Suralink?** All in one place, so that tracking and seeing the status is simple **What do you dislike about Suralink?** Set up can take a while and then teaching others to use it **What problems is Suralink solving and how is that benefiting you?** Tracking of information ### 49. Key to project management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Suralink?** Visuals. It is very easy to understand what is outstanding on the request list. Filters allow to present the information required instantly. Very easy to use. Clients enjoy working with it. **What do you dislike about Suralink?** Just some minor tweaks. Would be good to be able to adjust the number of notification received. Some clients had asked for it to be done twice a day as opposed to just one but there is no setting for it. When comments are added by client, the request shoudl automatically update to "submitted" as opposed to have to manually check for it. **What problems is Suralink solving and how is that benefiting you?** management of client requests and denoting the accontability of internal and external team **Official Response from Customer Success:** > We love to hear that Suralink has been easy to use and your clients have enjoyed it as well. This is great feedback regarding status changes when comments are made. We'll be sure to share this with our product team. When it comes to notifications, you and your clients can actually adjust the frequency of notifications by going to My Account in the footer and selecting Notifications. I hope that helps, but if not, we'd be happy to discuss further if you reach out to us at customersuccess@suralink.com ### 50. Excellent! An essential tool our audit process! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew R. | Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Suralink?** The ease of use for new clients with limited experience with Suralink. **What do you dislike about Suralink?** We have no issues with Suralink and recommend to anyone. **What problems is Suralink solving and how is that benefiting you?** Suralink makes for a fluid document transfer process in our audit process. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-13+17%3A35%3A19+-0500&secure%5Bsession_id%5D=0323d0b5-21d4-4fcb-909f-a9a763b06991&secure%5Btoken%5D=a28d7ead057820040a2f587ea2618e24994c6360c437e7513b0fa86984531ee3&format=llm_user) ## Suralink Integrations - [Caseware](https://www.g2.com/products/caseware/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/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 (889 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (708 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)