--- title: Suralink Reviews meta_title: 'Suralink Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 176 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: 176 scale: '5' date_modified: '2026-07-17' 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:** 176 ## 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 love the **intuitive ease of use** of Suralink, making client onboarding quick and hassle-free. (36 reviews) - Users value the **secure document sharing** of Suralink, ensuring safe uploads and easy interactions for confidential information. (14 reviews) - Users appreciate the **intuitive interface** of Suralink, which simplifies document management and enhances collaboration. (14 reviews) - Users value the **easy initial setup** of Suralink, ensuring a smooth transition and intuitive experience for all clients. (11 reviews) - Users highlight Suralink's **efficiency and time savings** , as it automates requests and enhances collaboration seamlessly. (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 by **poor notifications** from Suralink, which delay alerts for new client uploads and cause confusion. (9 reviews) - Users express frustration with **missing features** in Suralink, including limitations in email functionality and a subpar notification system. (8 reviews) - Users experience **file management limitations** with Suralink, making it difficult to attach additional files in existing email threads. (7 reviews) - Users experience **access issues** with Suralink, including difficulties locating files and challenges with Multi-Factor Authentication. (5 reviews) - Users face **difficult learning** curves with Suralink, struggling with uploading and accessing documents effectively. (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. 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 ### 2. 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. ### 3. Suralink is an easy to use, straightforward, and safe portal for clients to upload documents. **Rating:** 5.0/5.0 stars **Reviewed by:** Adam O. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Suralink?** Suralink gave us a fantastic alternative for creating request listings. We previously would manually update excel request listing documents that would take a long time to do. Suralink was extremely easy to implement and integrate with our current request listings. We had used the suralink template to format our request for easy upload to the site. Suralink has a great number of features that are helpful such as assigning requests to certain individuals, marking items accepted/returned, and then analyzing the number of outstanding, accepted, or returned requests. This gives the client a great idea of what is good, what is still open, and what needs to be revisited. I use suralink every day and could not imagine going back to our old route of manually updating excel listings. **What do you dislike about Suralink?** The main downside to suralink is the amount of outages in any given month. This can be very disruptive during a workday as we are stuck not being able to access documents in the secure portal until the site is back up and running. If suralink can try and limit these issues, I think the platform would be just about perfect. I have not personally dealt with customer support as our company's IT department would typically handle that. **What problems is Suralink solving and how is that benefiting you?** As mentioned previously, Suralink gave us a fantastic alternative for creating request listings. We previously would manually update excel request listing documents that would take a long time to do. Suralink was extremely easy to implement and integrate with our current request listings. Once the listing is in suralink, it is now very easy to roll a request listing forward to the next engagement year. ### 4. SuraLink Advocate! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew B. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Suralink?** I work in public accounting, and we were using a different secure portal platform that operated more like a "drop-box" of sorts that did not allow for segmenting requests, proper organization or ease of downloading all of the new or applicable files. The layout of SuraLink with the corresponding specific requests no only allows for a live to-do list, but also dictates an easy download form to maintain the integrity of the requests and applicable files provided. The selection of notifications also keeps your inbox from being flooded with updates when they are not wanted or needed. **What do you dislike about Suralink?** The privacy features are slightly cumbersome to engage with. When sensitive data is being provided and the client needs assurance that only certain individuals can access the provided files (i.e. payroll information, bonus information, etc.), SuraLinke does not easily provide the assurance that those files' security has been heightened. **What problems is Suralink solving and how is that benefiting you?** SuraLink is solving a multitude of problems, beginning with a safe and secure way for our clients to upload the required audit and tax documentation. Additionally, tracking data provided and the data/information needed is an efficiency killer in an industry where chargeable time is of paramount importance. Given that the portal layout is a "live" open to-do list and checklist, it takes this administrative task out of the hands of staff and allows them to simply login and be able to effectively and efficiently communicate with the client on items provided and items still needed. ### 5. Secure and Efficient File Sharing Solution **Rating:** 5.0/5.0 stars **Reviewed by:** Mia J. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** Suralink is an excellent resource for communicating with clients and sending and receiving multiple files. It is a fast an easy way to communicate with clients and is used frequently at my organization. The interface is user friendly and the system allows you to accept or deny requests, notifying users if there is a follow up needed for a particular request. Suralink easily allows you to see if something has been uploaded, by sending email notifications and having interface that allows you to see which requests are outstanding. Overall Suralink gives you an easy and organized way to send and receive multiple files and set up multiple requests to detail exactly what you need from each client. **What do you dislike about Suralink?** I noted no issues with using Suralink so far. Occasionally the website is down, but when that has occured it has been fixed quickly. **What problems is Suralink solving and how is that benefiting you?** Before Suralink, we would email clients our requests. Suralink allows us to keep all of our requests and files in one place, and be organized and detailed with each request. ### 6. Suralink is a great file sharing platform for client service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Suralink?** It is easy to use for all sides that use it. Easy to navigate, rarely have any issues and uploads/downloads work seamlessly. **What do you dislike about Suralink?** I have not experienced any noteworthy dislikes or downsides in my use of Suralink. **What problems is Suralink solving and how is that benefiting you?** Allowing document sharing transparency between service provider and client. Likewise it has benefitted me by providing access to documents for all members, and removing attachments from emails so items are less likely to get lost. **Official Response from Customer Success:** > We're so happy to hear that Suralink has been easy to use for you and your clients. Thank you for taking the time to share your feedback! ### 7. Excellent platform for firms of all sizes. **Rating:** 5.0/5.0 stars **Reviewed by:** Bradley J. | Shareholder, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Suralink?** Suralink provides an easy to use platform for our firm and our clients to collect and exchange information, streamlining many processes within the firm. **What do you dislike about Suralink?** No downsides but would love to see more integration with Thomson Reuters software. **What problems is Suralink solving and how is that benefiting you?** Suralink solves the problem of securely exchanging information between the firm and its clients and managing the document intake process. ### 8. Easy and secure portal to exchange documents **Rating:** 4.0/5.0 stars **Reviewed by:** Quynh P. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Suralink?** It's simple and easy to use and navigate. It takes efforts to figure out which buttons do what but self-taught is possible and after a few practices, I can use it with ease. **What do you dislike about Suralink?** I was having a little trouble getting to the client dashboard where it shows all of my clients as I was used to just move my computer mouse to the clients tab and access the clients via recently view clients. It took a couple clicks before I could figure it out. Also, I think the tab that says Client List is a bit confusing (but maybe only for my case) as it does not show all clients but more of different folders for the same client. **What problems is Suralink solving and how is that benefiting you?** It provides a secure platform to exchange documents with clients. It also helps us keep track of the status of requests. ### 9. Suralink is a vital tool **Rating:** 5.0/5.0 stars **Reviewed by:** Catie W. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** As a daily user, I love using Suralink to keep my clients on track and on the same page as me. Having the ability to communicate safely and easily makes our engagements run smoother. I also appreciate that I can customize my notifications. **What do you dislike about Suralink?** I have not found anything that I dislike about Suralink. When I have run into clients that are unfamiliar with the software and need assistance with set-up, I advise them to reach out through Suralink support chat and have always had great results. We have had success integrating it into all levels of engagements. **What problems is Suralink solving and how is that benefiting you?** Procedures & organization. Not only does it keep our engagement organized internally, it keeps our client organized and on track as well. I also appreciate being able to roll forward engagements, and having access to view prior engagements has been very beneficial. ### 10. Suralink is a great resource for uploading documents for all parties **Rating:** 5.0/5.0 stars **Reviewed by:** Grace M. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** I love the color coding aspects within Suralink to easily identify whether a client has uploaded documents that need to be reviewed and they can see if we accepted or rejected the files. You can also easily add comments about why an item was returned and what needed to be provided instead. I log into Suralink on a daily basis to check for any updates and see if anything new has been submitted. Any time we have had an issue with the site, the support team has been very easy to connect with and resolve the issue in a timely manner. **What do you dislike about Suralink?** Personally, I have not noticed anything specific that needs to be changed as the site is very user friendly and does what we need. **What problems is Suralink solving and how is that benefiting you?** Suralink enables us to securely receive financial documents from clients. ### 11. Secure file share **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer B. | Administrative Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Suralink?** The secure file share has been a saving grace to our firm and our clients appreciate the ease of the software! **What do you dislike about Suralink?** We just wish if we are sending the secure file share, we'd love other people to have access to it. **What problems is Suralink solving and how is that benefiting you?** Sending files to clients securly. ### 12. Suralink saves time and energy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Suralink?** I like that everything can we stored in one location for ease of access **What do you dislike about Suralink?** I dislike the chat and comment feature in questions and would like a different interface for reviewing and responding to comments. **What problems is Suralink solving and how is that benefiting you?** It keeps everything in one spot and keep ls clients focused. **Official Response from Customer Success:** > It's so great to hear that Suralink has saved you time and energy. Thank you as well for providing this feedback regarding the comments feature. 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. ### 13. Great experience frequently using Suralink **Rating:** 4.0/5.0 stars **Reviewed by:** Carmen E. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Suralink?** All files are kept in one place for each client, progress tracking for requests, and direct communication with clients are all helpful working on multiple engagements at once. **What do you dislike about Suralink?** When adding comments on a specific requests, the view of comments vs full history can be a little confusing at times. I would rather it only show a full history. Sometimes I find it difficult to find a client that is not on the recently viewed client list. **What problems is Suralink solving and how is that benefiting you?** Suralink helps ease the process of clients providing a large amount of files at once, and keeps everything organized. It benefits me because it helps keep clients separate and organized. The "comment" feature eases communication which helps overall progress. ### 14. Great portal **Rating:** 5.0/5.0 stars **Reviewed by:** Patrick F. | Shareholder - Audit and Assurance Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2024 **What do you like best about Suralink?** we love it and our clients love it! It has been a great platform to use **What do you dislike about Suralink?** Nothing at this time, we love their commitment to improving **What problems is Suralink solving and how is that benefiting you?** Ease of tracking the audit process ### 15. Basic Tool in the world of aritficial intelligence **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Suralink?** Following are good (not great attributes) about Suralink 1. Reporting Feature 2. Access Control 3. Categorization **What do you dislike about Suralink?** Following are improvement areas 1. Excel Upload not as usful 2. Interface 3. Cannot link multiple request to one evidence **What problems is Suralink solving and how is that benefiting you?** Sharing of Evidence. Helps in live tracking **Official Response from Customer Success:** > Thank you for using Suralink! We appreciate you taking the time to provide your feedback. 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. ### 16. Suralink for all of your needs **Rating:** 5.0/5.0 stars **Reviewed by:** Mary B. | HR Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Suralink?** It makes like easier for our Firm and staff **What do you dislike about Suralink?** At this time I can't think of anything we dislike as a Firm **What problems is Suralink solving and how is that benefiting you?** Allows us to serve our clients ### 17. Clients love it **Rating:** 5.0/5.0 stars **Reviewed by:** Chris H. | Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Suralink?** Clients love the ease and security of sending their info to us. **What do you dislike about Suralink?** Can't really think of any downsides at this point **What problems is Suralink solving and how is that benefiting you?** Clients getting information to us securely ### 18. Good software but bugs get in the way of making it great **Rating:** 3.5/5.0 stars **Reviewed by:** Eric M. | Audit Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** Suralink is very easy to keep organized for engagements, and easy for clients to use. It is also an easy way to communicate with requests, and most clients love it once we get them set up initially. **What do you dislike about Suralink?** Prone to slowness and outages pretty frequently. Did not appear to be an issue last year but this year, particularly at the beginning of 2023, it was unusable for days at a time. **What problems is Suralink solving and how is that benefiting you?** Helps cut down on time going back and forth with client and time spent digging up old emails. Improves efficiencies on jobs and helps us look better with client as we both know what was provided and if any information was actually not sent. ### 19. Good for internal use, but frustrating for users **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Suralink?** The secure file sharing is by far my favorite feature, and it's really easy to securely share and receive documents from clients. File storage and request list management is also really useful. **What do you dislike about Suralink?** We use Suralink for request list management and file storage for our tax clients. The "portal" on that user end is not particularly user friendly in terms of what they see. The inability to tag clients or internal colleagues in comments/requests is frustrating. Long load or lag times seems to be a weekly occurrence for our internal team when using the platform. **What problems is Suralink solving and how is that benefiting you?** We use Suralink as a request list management system for our tax clients. We list out individual requests (Upload W2 here; Upload 1099s here, etc.) and users are able to drop in their documents to that specific request, and for that, it does the job well. We can store client documents (not just this year's tax documents, but prior returns), and easily share or receive documents through the secure file share system. ### 20. Suralink - Assurance **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Suralink?** I like that all communication can be in one central location. I appreciate that clients can upload files safely. The customer support is strong and I am always able to get an answer to my questions timely. I also enjoy how open and willing they are to listening to enhancement ideas. Their customer reps also share information about upcoming enhancements. It's a software that is always getting better and solving new problems. I like to tell my clients, that if they can use social media, then they can use suralink. It is very easy for clients to get onboard with the software. I also enjoy that the client rep meets with the main users to show how our firm is using suralink and some data analytics from their perspective. I use suralink every single day. **What do you dislike about Suralink?** Some of the commenting features can be limiting. For example if you want to ask multiple questions to the client, there isn't an easy way for the client to show they answered some questions and the others as outstanding. There also isn't an easy way to tell suralink not to roll certain tasks to the next year. **What problems is Suralink solving and how is that benefiting you?** Holding the client accountable to provide us all the data before we start an audit. It reduces the amount of time spent tracking open items from the client as we can run a report directly out of suralink. ### 21. Obtaining specific requests from clients **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Suralink?** That I can easily import a list of items I need from a client and share examples for that specific request. Client can then upload the requested files to that specific request instead. Previously, we would email requests to the client in word file and they would email us securely upload the requested files and it would take time to go through each file and figure out what request the provided item lined up with. It has made that process really efficient. I can also mark requests as completed or let the client know that it is still open, or that the provided item is not what we are looking for. It was easy for us to implement the program and we use it for most of our clients. **What do you dislike about Suralink?** It would be nice for a way to copy over common client contacts from one engagement to another because often different engagements need to be created for the same client. **What problems is Suralink solving and how is that benefiting you?** The client can upload requested file to that specific request. ### 22. Great product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Suralink?** Easy to use platform for clients and CPAs for document sharing and tracking. Clients are able to safely/securely give us documentation to complete our work while at the end of the engagement we can deliver the product. **What do you dislike about Suralink?** Suralink currently doesn't have e-signature capability but they are working on that and should have it soon. **What problems is Suralink solving and how is that benefiting you?** Tracking of documents. Tracking progress of engagements. ### 23. Love secure file share, it has worked wonders for our firm. **Rating:** 5.0/5.0 stars **Reviewed by:** Brenda M. | Director of IT - Solutions, Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Suralink?** Secure file share works awesome. Love the product **What do you dislike about Suralink?** Would like others to view secure files shared to me and have granular permissions. **What problems is Suralink solving and how is that benefiting you?** Sharing files ### 24. Senior Auditor Uses Suralink **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** There are so many things that I like about suralink: 1. Can see when a user was last logged in. When dealing with a client that claims they've uploaded something, I can take a look if they logged in or not. 2. When working on a new client, we can refer back to what we received in the prior year. This helps both us and the client. 3. It is very easy to use. 4. Being able to see the completed requests, rejected requests, and outstanding items is very helpful in an audit. **What do you dislike about Suralink?** There can be a lot of login issues sometimes. Other than that, I don't have any issues **What problems is Suralink solving and how is that benefiting you?** It helps to keep our client's information confidential, espcially when it comes to employee benefit plans. This also helps us keep track of a client when we are working remotely. When we can see when someone was last logged on, we can know whether or not we will be able to work on the client. ### 25. Secure, Simple and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Suralink?** I like the accessibility for both client and myself and how easy it is to upload and download documents on the site. I like that it is secure and trustworthy and clients love using the site. **What do you dislike about Suralink?** Can be difficult first setting up a file. **What problems is Suralink solving and how is that benefiting you?** Ability to share data and both client and ourselves can view when it was uploaded and keeps information neat and organized. **Official Response from Customer Success:** > Thank you so much for sharing this feedback. We know how important it is that Suralink is easy for your clients to use, so I'm happy to hear they are loving it. We'd love the opportunity to learn more about the difficulty you've experienced setting up a file. You can reach our customer success team at customersuccess@suralink.com. ### 26. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** July 23, 2024 **What do you like best about Suralink?** Easy to view progress using the color coding **What do you dislike about Suralink?** There isn't an option to search by client user to see everything assigned to them **What problems is Suralink solving and how is that benefiting you?** Reducing emails, tracking progress **Official Response from Customer Success:** > It's great to hear that you've found Suralink easy to use and that the color coding has helped you see the progress of your engagements. Thank you as well for providing this feedback. I can certainly see the benefit of seeing everything your client user is assigned to. 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. ### 27. Suralink is a terrific document request portal for accountants and for our clients! **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan G. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** Suralink is an easy to use portal for exchanging documents between accounting firms and our clients. We like it because it was easy to implement for the firm and for our clients. We appreciate the flexibility of the platform which allows us to have all of our projects on the platform. It alos helps us and our clients manage engagments project maangement functionality. **What do you dislike about Suralink?** The automatic timeout feature seems buggy. Sometimes it keeps the user logged in, and won't auto log them out as expected. Also, sometimes there is downtime or performance issues which can be frustrating for users at times. **What problems is Suralink solving and how is that benefiting you?** It helps us provide our custom evidence request lists to our clients, and helps us and them track the status of those evidence requests. We also publish reports through Suralink. ### 28. Super easy to use! **Rating:** 5.0/5.0 stars **Reviewed by:** Miranda R. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** The ease of use. The ability to lock requests, hide requests and only assign certain people to requests. Being able to have all of my clients information in one place. Available all the time, very little downtime for updates. Confidentiality **What do you dislike about Suralink?** Only receive updates each morning instead of when something is uploaded. **What problems is Suralink solving and how is that benefiting you?** File sharing - client's saying they sent something but have no record - we can pull the date/time they actually uploaded so we can see if it is an error on our staff's end or the client not being truthful. ### 29. Simple document communication **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 20, 2024 **What do you like best about Suralink?** The easy, secure, and simple way to move documents and requests with clients. **What do you dislike about Suralink?** There really isn't anything I dislike. They are quick to respond to concerns and the product is simple **What problems is Suralink solving and how is that benefiting you?** Quick simple communication of document needs ### 30. Loved by our firm and our clients **Rating:** 5.0/5.0 stars **Reviewed by:** kyle m. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Suralink?** Our clients and staff find Suralink to be very user friendly. The notifications and graphic presentations of progress are very helpful. **What do you dislike about Suralink?** I would like to have the availability to merge multiple engagements for one client. Sometimes this would be helpful if we're trying to consoldiate several phases/projects into one list. **What problems is Suralink solving and how is that benefiting you?** Suralink helps coordinate our audit requests in a straightforward and user friendly format for our clients. It has been instrumental in converting our governmental clients to (mostly) remote audits. ### 31. Great for clarity and accountability! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Suralink?** I like that you can seperate request by category and can add requests at any time. I also love the chat feature so any questions and comments are captured. I also really like the accountability that it provides for both clients and audit staff of when items are requested and when they are provided. **What do you dislike about Suralink?** I do not like that you cannot move client filed to the correct line if they are added to the wrong request. I also do not like that new requests are added as the next number not the next number in the category. **What problems is Suralink solving and how is that benefiting you?** Suralink provides accountability for both clients and audit staff of when items are requested and when they are provided. ### 32. Highly reviewed by audit team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Suralink?** Easy for clients to use. Very little hand holding required **What do you dislike about Suralink?** I don't use it myself, but no one has asked for an alternative **What problems is Suralink solving and how is that benefiting you?** Receiving and tracking required documents ### 33. suralink review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Suralink?** Suralink offers a secure portal to exchange information. This can be extremely helpful when sharing documents that are quite large. The sharing of information is extremely easy when using Suralink as you can just drag and drop items right off your desktop. I frequently use Suralink; it is an easy way to manage document requests from multiple clients. **What do you dislike about Suralink?** It would be nice if there was a feature that allowed the client to add sections for when they don't know where to put something. **What problems is Suralink solving and how is that benefiting you?** It allows me to have one platform to request documents and track receipt. It is easy to use and allows the client the ability to also track what has been provided. ### 34. Suralink - the most useful tool for auditing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** Suralink makes requesting and receiving documents securely a breeze. It also is extremely helpful in getting clients a listing of outstanding items. It makes the client auditor experience far better. We have also heard from numerous clients how much they enjoy using Suralink as it gives them a clear understanding of what is expected of them and what they must still provide us. **What do you dislike about Suralink?** There are very few things to mention here. Sometimes the UI is a bit clunky or hard to find clients if there is a large list but that is the biggest complaint. There are also server issues from time to time but that is to be expected. **What problems is Suralink solving and how is that benefiting you?** Suralink solves numerous problems all at once. It solves the problem of encrypted data transfer for sensitive information. It also solves the problem with email in that if a team member is added to the engagement late or isn't included in an email chain they still have access to the documentation. It also allows for easier tracking of progress and outstanding items for both our audit team and the client personnel. Suralink also greatly helps clients and audit staff with understanding what was provided and used in current years as it easily allows for review of PY forms and reports. ### 35. Gamechanger! **Rating:** 5.0/5.0 stars **Reviewed by:** Keith P. | Audit Senior Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Suralink?** Suralink helps our firm keep our clients accountable to deadlines while storing the interactive PBC list, any comments/back and forth, deadlines, attachments, etc. all in one place. The audit trail features, timeline showing all activity, dashboard, etc. are all fantastic well-thought out features from the Suralink team. We've experienced pretty minimal downtime with Suralink and have had overwhelming positive feedback from clients on the ease of use of Suralink. Overall, a fantastic software solution to modernize the PBC list requests for accountants and clients. **What do you dislike about Suralink?** I don't have any dislikes about the Suralink product. **What problems is Suralink solving and how is that benefiting you?** Back and forth communication, file sharing, storage, accountability of clients and staff ### 36. Suralink has made my job a lot easier. **Rating:** 4.0/5.0 stars **Reviewed by:** Alex C. | Staff Auditor, Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2023 **What do you like best about Suralink?** It's adaptability to the various clients that I work on. **What do you dislike about Suralink?** It has only happened twice in the past year to my knowledge, but the site will sometimes crash and not allow me to log on. **What problems is Suralink solving and how is that benefiting you?** One location for everyone on an audit team to request and receive support for the audit. Instead of sending a ton of emails you just log onto the portal. ### 37. Great client communication/project management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Shelby S. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** I like how we can easily glance and see basically the status of an audit engagement. **What do you dislike about Suralink?** I dislike how complicated the chat window looks, I also dont like that the client can see if we have downloaded a document. **What problems is Suralink solving and how is that benefiting you?** Clients knowing what we need and when we need it by. Help with more efficient audits and everyone knowing the status ### 38. Safe, Secure, Easy Peasy!! **Rating:** 5.0/5.0 stars **Reviewed by:** Mia F. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Suralink?** Its very user friendly and many features that assist in Client/Consultant Relationship. Customer Support is always very quick and helpful. **What do you dislike about Suralink?** There is a time at least once a month it seems that there is a error going on in the site. It could be down anywhere from 1 hour to 24 hours. **What problems is Suralink solving and how is that benefiting you?** Ease of sharing documentation securely. ### 39. Suralink is a very efficient and helpful tool for sharing documents with clients! **Rating:** 5.0/5.0 stars **Reviewed by:** Cassidy P. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Suralink?** My favorite feature is being able to download all documents from one request into a zip file. **What do you dislike about Suralink?** I feel like Suralink often has issues where it is down, I ran into that a lot during this past year. **What problems is Suralink solving and how is that benefiting you?** Safely sharing documents with clients and receiving documents from clients. ### 40. User friendly platform **Rating:** 4.0/5.0 stars **Reviewed by:** David R. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2023 **What do you like best about Suralink?** The product is designed to be user friendly and easy to use **What do you dislike about Suralink?** It would be beneficial that the either user could use a tickbox to send the receiving user an email when they've uploaded something **What problems is Suralink solving and how is that benefiting you?** Tracking progress of the audit ### 41. Love Suralink! **Rating:** 5.0/5.0 stars **Reviewed by:** BOBBI R. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Suralink?** It is user friendly. Easy to use but very helpful! Our rep is very helpful! **What do you dislike about Suralink?** I honestly like everything, I dont really have anything negative. **What problems is Suralink solving and how is that benefiting you?** Our older clients can use it, so we spend less time hand holding. ### 42. Easy to Use, Good Price **Rating:** 4.5/5.0 stars **Reviewed by:** Margaret P. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** The ability to organize cient information in one place and keep track of deadlines **What do you dislike about Suralink?** Always having to accept the cookie setting multiple times **What problems is Suralink solving and how is that benefiting you?** Organization. Easy for client to use and send data on a timely basis ### 43. Easy use and quick to share secure information **Rating:** 5.0/5.0 stars **Reviewed by:** Alexandra N. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** I find it very user friendly and an easy way to share information **What do you dislike about Suralink?** I dislike that sometimes the page crashes **What problems is Suralink solving and how is that benefiting you?** Is making it easy to share information in a secure way, it facilitates remote work. ### 44. Suralink is good 95% of the time **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Suralink?** It is very useful as a secure portal for clients to use. It is also user friendly and is not hard to learn. Has a lot of good functionalities that make organization a lot easier. I use it every day! **What do you dislike about Suralink?** It is not always the most reliable. It does crash every now or then. It also seems to log out too frequently but then also when it shouldn't. For example, there will be times that I'm using it and then all the sudden it will just randomly log me out as I've been using it for the past 5, 10, 15 minutes. **What problems is Suralink solving and how is that benefiting you?** Organization. Secure file sharing. ### 45. Too many Glitches **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Suralink?** How it organizes files and have client know where to put files to. **What do you dislike about Suralink?** How it logs me out randomly all the time. Site has a lot of errors and doesn't update the way I want it to. Files I upload sometimes don't upload. Customer service doesn't help because they can't do much about the coding. **What problems is Suralink solving and how is that benefiting you?** I don't know what problems Suralink is working right now. ### 46. Suralink **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Suralink?** I like that how easy it is for clients to use and how we add notes or comments to items that were uploaded from both sides **What do you dislike about Suralink?** Nothing so far, I have only been using Suralink for about a year **What problems is Suralink solving and how is that benefiting you?** The ease for clients to upload documents as well as commmunciating with clients and email notifications to let everbody know what is request are still outstanding ### 47. Smooth engagement tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** It has provided a great platform to see all information requests for clients, and send automated email reminders to clients to get everything collected most efficently. **What do you dislike about Suralink?** Sometimes it has some delays or slowness, I wish we could "roll forward" engagements in bulk **What problems is Suralink solving and how is that benefiting you?** It is providing a platform to see all in one location the status of information requests and limiting the back and forth emails to keep track. ### 48. Suralink saves us time! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Suralink?** In most accounting firms one of the biggest barriers to efficiency is data collection. Suralink eliminates many of our issues with data collection and helps our staff and our clients to be more organized **What do you dislike about Suralink?** Not being able to see the client view, which differs slightly from the firm user view. **What problems is Suralink solving and how is that benefiting you?** Keeping client files organized and on demand status updates on the progress of client's support. ### 49. It is organized well but often has some lag and login issues. **Rating:** 4.0/5.0 stars **Reviewed by:** Jack B. | Associate Planner, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** Its organization structure and ability to share info in multiple ways. **What do you dislike about Suralink?** Clients often have trouble accessing or getting through login. **What problems is Suralink solving and how is that benefiting you?** Secure Information sharing to and from clients. ### 50. Suralink is very user friendly and effective **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** I like that Suralink is very user friendly and easy to use. **What do you dislike about Suralink?** The only part of Suralink that is difficult is that it no longer has a listing of all of my clients to select from, only a listing of recently used clients. **What problems is Suralink solving and how is that benefiting you?** We use Suralink for clients to securing give us documents for use in our audits. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-17+10%3A17%3A41+-0500&secure%5Bsession_id%5D=0b812725-9cb2-45f4-9975-24b38e7c8e8f&secure%5Btoken%5D=7a0962acb61ead69057ba8f601c2c10cff6c644b3eb6abb1aa12f15ca70d57c6&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)