You no longer need to wait for clients in person when dealing with time zone differences. Easier to use and integrate client provided documents with their responses on chat. We can reject and re-request items if we are unsure of that. Review collected by and hosted on G2.com.

In my opinion, the interface of Suralink is not very user-friendly. I feel it could be more refined and intuitive. At the moment, I struggle to navigate between multiple client files efficiently. Additionally, there is no feature to indicate unread responses, which makes it harder to keep track of updates. Review collected by and hosted on G2.com.

I like the easy ability to send requests and transfer files to and from clients, and answer questions as needed in a well-organized software. It is great for keeping track of tasks. We use it daily. Review collected by and hosted on G2.com.

I'm not a huge fan of the recent update that has made it not possible to enter within a comment when i want to make a numbered list. Review collected by and hosted on G2.com.

Clients found it very helpful for organizing the documents they needed to upload for audit purposes. They get reminders as well Review collected by and hosted on G2.com.

So far we like it and don’t find any dislike. Will try to use it for tax Review collected by and hosted on G2.com.

Easy to use, clients love the tool and interface. Review collected by and hosted on G2.com.

Would love to see more integratoin into our audit software Review collected by and hosted on G2.com.

I like that Suralink is not overly complicated, and is very accessible for almost all of our clients who have varying levels of technological experience. It helps keep audit requests in one place, and allows straightforward project management. Review collected by and hosted on G2.com.

Some of our clients have had issues with the Multi-Factor Authentication, and it eventually locks their accounts, which causes hiccups in the process. Review collected by and hosted on G2.com.

The best thing about Suralink is having all the client dialogue and exchanges of document requests and documents delivered in one place. Also that it is easy to access and accomodates multiple client users. Also the ability to download all the documents at once in various file tree structures. Also the added Secure Send built in allows me to put a link in my emails and provide to anyone to send me files securely (and for me to send them files securely though links). Also, this secure send is built into Outlook through an Outlook Add-in. Review collected by and hosted on G2.com.

Only real downside is that it isn't integrated with our existing document management/storage system. So we have to download and transfer files to our other systems like Smartvault and AdvanceFlow for example. But Suralink doesn't hold itself out to be a document management/storage system - it's more of a workflow tool. Review collected by and hosted on G2.com.

The ease of use and the work it cuts down Review collected by and hosted on G2.com.

Some clients don’t like technology and struggle. Review collected by and hosted on G2.com.

Great UI for larger clients. Easy to see progress and statuses. Review collected by and hosted on G2.com.

No current way to scale down for simpler clients (like tax). Review collected by and hosted on G2.com.

As an auditor, our responsibility is to deliver an organized request listing to the client detailing all the items needed to conduct the audit. Suralink does a great job of making everything neatly organized and easy to understand. If there are any follow-ups, I can directly communicate with the clients using the Suralink site. Review collected by and hosted on G2.com.

Sometimes it can be a bit difficult to add a new client to the portal. That's moreso on the client to gain an understanding of the website. Besides that, no issues! Review collected by and hosted on G2.com.

suralink helps a lot to reduce the time spent during the information-gathering process in an M&A transaction. Its practical download functionalities, practical traceability, dynamic comments and organization help a lot in a process where time is crucial.

In addition, the reports generated by the platform are very useful for facilitating communication. Review collected by and hosted on G2.com.

We face some language barriers with non-native English speakers and I feel there is room for improvement in the way requests are created and updated.

The two-step verification process via Autenticator was also a problem in some cases due to organizational constraints, I would recommend checking other ways to perform the two-step verification. Review collected by and hosted on G2.com.