It is very easy for both accountants and clients to use. I am able to organize by PBCs in a way my previous platform did not make as simple. Review collected by and hosted on G2.com.

I really like everything about it. The default setting sends a lot of emails, but I send them to a different folder so they are segregated. Therefore it doesnt bother me too much Review collected by and hosted on G2.com.

Definitely the ease or organising evidence requests - the fact that multiple requests can be set up and grouped in one place, avoiding the use of emails. Review collected by and hosted on G2.com.

One improvement would be to allow users to control email notifications sent to clients - sometimes a criticism from clients is the number of reminder emails received, particularly for requests that may relate to others within an assignment (where there are multiple users providing documents). Review collected by and hosted on G2.com.

I like how Suralink allows for an interactive PBC list where clients can upload large or confidential documents with ease. Everything is very intuitive, and when we have new clients coming into the platform, there's really no learning curve at all. I also appreciate the many features, like the status of requests and assigning tasks, which help streamline our audit engagements. The controller at the client can assign her team to certain requests, making the process smoother. The initial setup was extremely easy, making the transition from our old Document software, which was application-based and lacking in several areas, much easier. I'm very satisfied, as reflected in my high recommendation score. Review collected by and hosted on G2.com.

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

The color coded system to track the status of various request. The ability to roll forward request list is also very useful. Overall the UI is very intuitive and easy to use. Review collected by and hosted on G2.com.

At times I have a hard time finding client that I do not access frequently difficult. Seems like there should be a more efficient way to browse through the client listing. Review collected by and hosted on G2.com.

I like suralink for its Simplicity and efficiency. Review collected by and hosted on G2.com.

I dont like how if you cannot be a firm user and a client. that sometimes creates issues for outsourced accountants. Review collected by and hosted on G2.com.

It’s easy to use for creating engagements and requests, and it’s very helpful to be able to communicate with clients about specific items. Review collected by and hosted on G2.com.

It would be helpful to receive immediate notifications specifically when clients leave comments on requests, so I can respond in a timely manner. Review collected by and hosted on G2.com.

I like being able to request items from clients. I like that I can make categories and export that list for the client so they know exactly what we’re looking for. Review collected by and hosted on G2.com.

Sometimes I think it may be a little more difficult on our clients to use. We use it all the time, but if they are not as tech savvy, it leads to questions. Review collected by and hosted on G2.com.

I appreciate the ability to receive PBC documents in a secure manner. Review collected by and hosted on G2.com.

I don't like that if I want to add another user to our team, I have to send an email to request another license. I wish I could manage that within my account settings by myself for our firm. Review collected by and hosted on G2.com.

The best thing about Suralink is the ease of use for the clients and staff. When setup properly It is a great way to collect client documents safely and efficiently. Review collected by and hosted on G2.com.

The only downside to Suralink is that clients often upload documents for other family members or entities to one folder and sorting them can be time consuming. To solve this issue I add folders for any additional family members of entities so the client can access and upload everything needed in one place. Review collected by and hosted on G2.com.

I like using Suralink for obtaining PBC information from clients and for client communication while avoiding email. The direct communication route is something I appreciate. I find it easy to use and it's simple to explain the process to clients. It accepts all document formats, which is quite handy. The setup and accessibility are straightforward, and document submission works well. Review collected by and hosted on G2.com.

I don't like how easy it is to download everything, which results in multiple identical downloads. Also, the tracking of downloads and notification settings could be improved. Review collected by and hosted on G2.com.