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Suralink

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81 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.7
Serving customers since
2014
Profile Type
Category

Profile Name

Star Rating

65
13
2
0
1

Suralink Reviews

Review Filters
Profile Name
Star Rating
65
13
2
0
1
MH
Mark H.
01/28/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Great client PBC list management and portal system

I like that the client and service provider have clear, clean view and access to request lists. Customer support has been great. Easy to set up and use.
Tyson B.
TB
Tyson B.
12/19/2024
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Sureprep is great for project management

Organization of questions and preloaded questions.
Nathan E.
NE
Nathan E.
Business Consultant and CPA at Lally Group
08/20/2024
Validated Reviewer
Review source: Organic

Simple document communication

The easy, secure, and simple way to move documents and requests with clients.

About

Contact

HQ Location:
Salt Lake City,Utah

Social

@Suralink

What is Suralink?

Suralink provides accounting and other professional service firms with a single, secure platform to collaborate with clients, exchange documents at scale, and track the progress of engagements. With enterprise-grade security and an easy-to-use interface, Suralink's award-winning portal helps firms increase efficiency and improve their relationships with their clients. Suralink works with more than 1000 tax, advisory, and audit accounting clients, as well as legal services, security consulting, financial services, and banking companies worldwide. Its technology, combined with its industry expertise, helps ensure simplicity, transparency, and accountability throughout the document workflow process. Suralink is headquartered in Salt Lake City, Utah with an office in Brighton, UK and a remote workforce worldwide.

Details

Year Founded
2014