Verified User in Accounting
AA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Very useful for financial statement audit engagements."
5/5
What do you like best about Suralink?

Helps keep multiple parties organized and easily identify outstanding items. Review collected by and hosted on G2.com.

What do you dislike about Suralink?

Although it is rare, sometimes there are outages for us, which can be frustrating. Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

Organizing document requests, identifying outstanding items, communicating with clients without bombarding them with constant emails. Review collected by and hosted on G2.com.

Response from Pam Baumeister of Suralink
Edit edit

We really appreciate this review, thank you! It's great to hear Suralink is helping your team stay organized. This is exactly the kind of detail that helps us prioritize the right things. We hear you on the outages and are keeping a running list of this kind of input to inform where we focus next.

Shaily S.
SS
Shaily S.
Audit Associate
Enterprise (> 1000 emp.)
"Streamlined and Reliable Audit Data Collection Platform"
5/5
What do you like best about Suralink?

Suralink provides a centralized, user-friendly platform for clients to securely upload and manage audit documentation. Its end-to-end workflow allows for clear request tracking, real-time updates, and seamless communication between teams and clients. The ability to monitor progress, assign tasks, and maintain version control helps us stay organized and meet deadlines more consistently. Review collected by and hosted on G2.com.

What do you dislike about Suralink?

While Suralink is highly functional, the user interface can feel slightly overwhelming for first-time users. Initial onboarding might require some guidance for clients unfamiliar with the system. Additionally, occasional delays in syncing or notifications can cause minor communication lags. Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

Suralink solves several key problems in the audit process, most notably around request tracking, document version control, and secure file exchange. Before using Suralink, managing audit PBC (Prepared By Client) lists through email and spreadsheets was time-consuming and prone to errors. Now, with a centralized platform, I can easily track which documents have been received, which are outstanding, and communicate directly within each request.

This has significantly improved our workflow efficiency, reduced follow-up emails, and helped ensure timely delivery of audit evidence. The ability to assign and organize requests by category or priority has also made managing multiple engagements much more streamlined. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Easy to Use with a Great Dashboard Clients Love"
5/5
What do you like best about Suralink?

Easy to use, clients love it, dashboard is great Review collected by and hosted on G2.com.

What do you dislike about Suralink?

Sometimes client upload to the wrong PBC number and it's difficult to locate. Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

Eliminates the problem of "I emailed that to you three weeks ago" Review collected by and hosted on G2.com.

Response from Pam Baumeister of Suralink
Edit edit

Thank you for your review! It's great to hear that it's easy to use for your clients and for your team. Your feedback on finding an upload with the wrong PBC number is helpful. This is exactly the kind of detail that helps us prioritize the right things.

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Easy-to-Share Client Instructions"
4/5
What do you like best about Suralink?

basic instruction that is already made available to easily share with client Review collected by and hosted on G2.com.

What do you dislike about Suralink?

color code for documents are too small and not clear enough. Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

Organized document request and easy to retrieve the docs Review collected by and hosted on G2.com.

Response from Pam Baumeister of Suralink
Edit edit

Thank you! We're glad the organization helps you retrieve documents and are grateful for the additional insight about color coding. We're keeping a running list of exactly this kind of input as we plan what's next. Appreciate you taking the time to share this.

AA
Allison A.
Staff Auditor
Mid-Market (51-1000 emp.)
"Neatly Organized: Robust Folders and Subfolders"
4/5
What do you like best about Suralink?

Folders and subfolders - makes things organized Review collected by and hosted on G2.com.

What do you dislike about Suralink?

the mass emails for all audits - would prefer one email per audit with everything that was uploaded Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

NA Review collected by and hosted on G2.com.

Response from Pam Baumeister of Suralink
Edit edit

Thank you for your review, Allison, we appreciate it. We're glad the folders and subfolders are helping you and your team stay organized. We hear you on the mass emails and preferring one email per audit. We're keeping a running list of exactly this kind of input as we plan what's next.

AB
Anusha B.
Senior
Enterprise (> 1000 emp.)
"Secure file sharing"
4/5
What do you like best about Suralink?

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

What do you dislike about Suralink?

If we’ve already sent a file within an email chain, Suralink doesn’t allow us to attach additional files in a new email within that same chain. We have to either start a new email thread or delete the files that were shared earlier in the trail. Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

Secure file sharing Review collected by and hosted on G2.com.

Response from Pam Baumeister of Suralink
Edit edit

Thank you for sharing this, we appreciate the detailed feedback. It's great to hear that organizing PBCs, secure file sharing, and timely notifications have been working well for your team. We also hear you on the email chain limitation, not being able to attach additional files to an existing thread without starting over or removing what's already there is a real workflow friction point. This is a great data point for us as we think about where to invest next.

Verified User in Accounting
UA
Verified User in Accounting
Enterprise (> 1000 emp.)
"suralink is great"
4/5
What do you like best about Suralink?

Efficiency & time savings

Automates the process of requesting documents (PBC requests), reducing manual back-and-forth.

Suralink

+2

SoftwareSuggest

+2

Built-in reminders and status updates reduce the need for manual follow-up.

Suralink

+2

Suralink

+2

The ability to reuse templates and roll over engagements year to year cuts down setup time.

Suralink

+1

Better visibility & tracking

Real-time dashboards and instant notifications provide insight into which documents have been requested, submitted, or delayed.

Suralink

+2

Software Advice

+2

Audit trails (who did what, when) help with accountability and compliance.

Suralink

+2

Suralink

+2

Improved client experience & collaboration

A centralized portal (rather than scattered emails / attachments) gives both firm and client a shared interface.

Suralink

+2

Software Advice

+2

The integrated e-signature functionality means clients can sign documents directly inside the same workflow.

Suralink

+2

SoftwareSuggest

+2

Less “email chasing” and fewer misunderstandings over which version or document is current. Review collected by and hosted on G2.com.

What do you dislike about Suralink?

Cost / Licensing

As with many enterprise tools, cost can be a barrier, especially for smaller firms. (I didn’t find detailed public pricing, but specialized audit software tends to have nontrivial licensing fees.)

Some features (automation rules, API access, premium support) may only be available in higher-cost tiers.

Suralink

Onboarding / Change management

The transition from legacy email / spreadsheet workflows to Suralink requires training and adoption effort. Some users may resist changing their habitual processes.

Initial setup (creating templates, migrating existing client lists, defining permissions) takes time.

Dependency on client adoption

If clients are slow to adopt or uncomfortable with new tools, they may resist using the portal, uploading docs, or using e-signatures, which can blunt the benefit.

Some clients may prefer traditional means (email, paper), requiring parallel processes or extra support. Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

Better audit / regulatory readiness

The consolidated, organized system of requests, responses, and logs helps with audits and compliance reviews.

The system can help ensure that nothing is overlooked (requests tracked, no duplicates, no “lost” emails). Review collected by and hosted on G2.com.

HT
Hui T.
Risk Advisory Senior
Mid-Market (51-1000 emp.)
"Easy to use and Client Friendly"
4.5/5
What do you like best about Suralink?

What I like best about Suralink is its intuitive interface and seamless client collaboration features, which make managing requests and tracking progress incredibly efficient. The platform’s secure document exchange and real-time visibility into workflows help streamline audit and compliance processes, saving time and reducing risk. Review collected by and hosted on G2.com.

What do you dislike about Suralink?

Sometimes downtime happens, especially when new updates are introduced that complicate existing workflows and create friction for users. With platforms like Suralink, these changes can occasionally disrupt the smooth exchange of requests and documentation, leading to confusion or delays. Users may express dislikes when familiar processes are altered or when system responsiveness is impacted, particularly during critical periods. Clear communication and proactive support are essential to help users adapt and maintain trust in the platform during these transitions. Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

As a Risk Advisory Consultant, Suralink helps solve the challenge of managing and organizing large volumes of client evidence during audits and assessments. By serving as a centralized, secure repository, it streamlines the request and documentation process, reduces back-and-forth communication, and ensures real-time visibility into the status of each item. This not only improves efficiency and accountability but also enhances the overall quality and timeliness of our risk reviews. Review collected by and hosted on G2.com.

Daniel J.
DJ
Daniel J.
Senior Accountant
Mid-Market (51-1000 emp.)
"Great Request List Organization That Simplifies Client Communication"
5/5
What do you like best about Suralink?

Great organization of request lists. Makes client communication easy. Review collected by and hosted on G2.com.

What do you dislike about Suralink?

The user interface takes some getting used to Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

Client communication breakdowns and keeping them updated Review collected by and hosted on G2.com.

Response from Pam Baumeister of Suralink
Edit edit

We really appreciate your review, Daniel, thank you! It's great to hear communicating with clients has been easier for your team. This is exactly the kind of detail that helps us prioritize the right things.

RG
Rudy G.
"Secure and User-Friendly Document Management"
5/5
What do you like best about Suralink?

I really appreciate Suralink's secure file upload feature. It is extremely convenient and very user-friendly. This tool gives me confidence as it ensures that my client's documents and personal information are safe and not floating around the Internet, which is a huge plus for maintaining privacy. Additionally, the initial setup of Suralink was fairly easy, which was a relief since we primarily use it for securing file uploads. It allows me to comfortably handle sensitive information without resorting to email, which could be less secure. Review collected by and hosted on G2.com.

What do you dislike about Suralink?

There is nothing that I do not like Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

I find that Suralink securely manages document exchange, providing peace of mind by safeguarding client information from the vulnerabilities of email, all while being user-friendly and convenient. Review collected by and hosted on G2.com.