Suralink is an incredibly user-friendly platform that makes collaboration between clients and users seamless. I really like how easily clients can share data and create multiple requests, making the workflow efficient and organized. The platform also stands out for its regular updates and timely notifications, which ensure that users are always informed and up to date. Overall, it provides a smooth and efficient experience for managing client interactions and data sharing. Review collected by and hosted on G2.com.

Suralink occasionally faces some technical issues. At times, when a client fulfills a request, the uploaded files don’t always appear correctly, which can be inconvenient. There are also minor glitches here and there, and the platform sometimes goes into maintenance mode, which disrupts ongoing work. While these issues aren’t major, resolving them would make the overall experience much better. Review collected by and hosted on G2.com.

I like how easy it is for clients to upload documents to us. Review collected by and hosted on G2.com.

I do not like how there are shutdowns quite often. Review collected by and hosted on G2.com.

I like the website’s setup options. It’s easy to get everything set up, and it makes working with clients much easier. Review collected by and hosted on G2.com.

The new suralink set up looks a bit overwhelming. The layout should be made to be easier to see as a client. Review collected by and hosted on G2.com.

Organization of the requests, communication with clients is easy and collaborative Review collected by and hosted on G2.com.

Suralink can be difficult to navigate and manage when there are many open requests, making tracking updates and responses less efficient than it could be Review collected by and hosted on G2.com.

Easy interface on both client and audit team sides. Realtime uploads and comment features are very helpful and efficient. New updates include improved features especially the new AI tool we are testing. Review collected by and hosted on G2.com.

Can only open one instance instead of multiple tabs. Somewhat spotty with issues logging in or bugs. Review collected by and hosted on G2.com.

Suralink helps to quickly identify what items have been provided and helps the clients visually see the current status of items. Review collected by and hosted on G2.com.

Suralink seems to be down quite a bit, at inopportune times. Review collected by and hosted on G2.com.

I use Suralink to upload request lists for our clients and to receive documents that our clients have uploaded for audit purposes. It is a secure platform that is easy to use with our clients. I like that it is user-friendly and simple to use as well. It has an easy interface to quickly upload documents, download documents, add requests, and add people to engagements. The initial setup was also very simple. Review collected by and hosted on G2.com.

The only suggestion for improving Suralink would be the search function. Currently, I have to only use one unique word in our client names or search by the first name only. When I type in a full client name, it does not give me accurate results. Review collected by and hosted on G2.com.

Visual and ease of use. Being able to separate each section separately and not lumped together. Review collected by and hosted on G2.com.

System seems to be down quite a bit and not accessable. Review collected by and hosted on G2.com.

I use Suralink for sending out request lists to attest clients and I find its real-time capabilities incredibly beneficial. The audit trail feature is invaluable as it helps keep everyone honest, both employees at our firm and clients, and provides insight into where things might have gone wrong. The software’s ability to send periodic email reminders to clients when requested items are not turned in ensures deadlines are met, enhancing overall efficiency. Transitioning from using email and manual tracking to Suralink has significantly improved our time management. Additionally, the initial setup was remarkably easy; adding clients, creating a template in Excel, and importing the original lists was straightforward. I’m genuinely impressed with Suralink, so much so that I would recommend it with a score of 12/10. Review collected by and hosted on G2.com.

There are quite a few times when I request specific months of statements or files, and in order to update those dates when request lists are rolled forward, they have to be manually updated. This is mostly an inconvenience from a time and workflow standpoint, as it takes additional time to update the request items. Review collected by and hosted on G2.com.

I find Suralink immensely valuable for organizing my client engagements, as it simplifies client request list management and allows for real-time updates, making it easier for clients to see outstanding tasks. I appreciate how it holds both my team and our clients accountable, ensuring transparency and accountability across the board. The initial setup was very easy, proving how user-friendly the platform is from the outset. Although I haven't yet integrated it with other tools, I am excited by the potential to upgrade and take advantage of its available integrations. Transitioning from using Microsoft Excel for our PBC list to Suralink has been a significant improvement in efficiency and ease of use. I really enjoy the overall experience with Suralink and would enthusiastically recommend it, as reflected by my rating of 10 out of 10. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.