Best For

Suralink is a perfect fit for accounting firms of all sizes who want to streamline the PBC request list and document and workflow management processes.

Product Details

Suralink is the leader in tax request list management, helping accounting firms simplify the tax documentation process while improving the client experience. Our cloud-based application integrates a dynamic tax request list and assignment workflow with a secure file hosting platform to give clients access to an easy-to-use, all-in-one portal. Our technology and industry expertise help more than 275 of the leading firms in North America and the UK ensure a simpler, more secure tax process.

Contact Details

Suralink

https://www.suralink.com/

Founded in 2014

Located in United States

Suralink Pricing Overview

Suralink pricing starts at $27.00 per month, per user.There is not a free version of Suralink.Suralink does not offer a free trial.See additional pricing details for Suralink below.

Starting Price

  • $27.00/month/user
  • Contact Suralink for pricing details.

Platform

  • Installed - Mac
  • Cloud, SaaS, Web
  • Installed - Windows
  • Mobile - iOS Native
  • Mobile - Android Native

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

Support

  • Business Hours
  • Online

Suralink Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Expense Tracking
Fixed Asset Management
Fund Accounting
Government
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Alerts/Notifications
Asset Tracking
Audit Planning
Compliance Management
Dashboard
Forms Management
Issue Management
Mobile Access
Risk Assessment
Task Management
Workflow Management
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Indexing
Document Retention
Electronic Signature
File Recovery
File Type Conversion
Offline Access
Optical Character Recognition
Version Control

Suralink Reviews

Showing 5 of 383 reviews
Overall
4.7/5
Ease of Use
4.6/5
Customer Service
4.6/5
Avatar Image
Christopher H.
Partner
Accounting, 11-50 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
9/10
Reviewer Source 
Source: Capterra
February 7, 2020

“A massive time saver for CPAs and their clients”

OverallIt has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.
ProsExtremely user friendly, minimal training needed for staff or clients.
ConsThe only issue that we have had to date has been clients using extremely old web browsers, which is hard to label as a Suralink issue.
Reviewer Source 
Source: Capterra
February 7, 2020
Michael S.
Partner
Accounting, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
4/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 7, 2020

“Best Tool Available for Managing Audit-related Requests”

OverallMostly covered in the pros, but this has been a vast improvement over what we were doing previously and it's very easy to implement and administer.
ProsThis tool is built for auditors to manage our audit requests. It's a great alternative to the traditional spreadsheet and far superior from just a file sharing solution like ShareFile or Dropbox/Box. And it's much better for this specific purpose than Smartsheet. We've received positive feedback from many customers, and they typically say it's better than what the Big 4 or regional firms are offering. We even have several clients who have started using it internally within their internal audit departments. Customer service is very responsive, which is an added benefit.
ConsThere's not much to complain about, but we do wish it integrated with our Engagement software. And some alternative dashboard views for partners or managers who oversee lots of engagements would be appreciated.
Reviewer Source 
Source: Capterra
February 7, 2020
Joseph J.
Senior Accountant
Accounting, 201-500 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 26, 2020

“Suralink Review”

Pros1. The display is very user friendly and can easily be taught in a quick couple minutes crash course to both clients and coworkers. 2. Everything is instantaneous, just like email, so there is not wait time to obtain files. 3. The tracking mechanisms make it easier to stay on top of multiple engagements simultaneously and give a good picture on the progress of each engagement. 4. Rolling forward engagements from one year to the next is unbelievably simple and quick. Alleviates a lot of stress and time sensitivity in doing so. 5. The "yes delete" feature makes it very hard to accidentally delete requests, files, or engagements without intentionally doing so. Very useful when working with new company staff, as they are not familiar with the software.
Cons1. To my knowledge, there is no way to delete firm provided files if you accidentally upload the wrong file. Instead, you have to delete the request altogether and then create it anew. It would be much easier to simply be able to remove firm provided files. 2. When rolling forward engagements from one year to the next, to my knowledge, there is no easy way to quickly do a find and replace to update years. For example, if we are rolling forward an engagement from 2018 to 2019 and there are 45 requests in the 2018 engagement that say, "as of December 31, 2018", there is no quick and easy way to replace 2018 with 2019. I believe you have to go through and manually change each one.
Reviewer Source 
Source: Capterra
February 26, 2020
Dominick T.
Senior Account Manager
Accounting, 201-500 employees
Used the software for: 1-2 years
Overall Rating
3/5
Ease of Use
1/5
Features
2/5
Likelihood to Recommend
5/10
Reviewer Source 
Source: Capterra
February 26, 2020

“Suralink: Wiss/WEST Growth”

ProsIt works. I do not have experience with other software's so not certain how to compare. It would be great if it could integrate with iChannel
ConsI work for WEST Growth, LLC which is a subsidiary of Wiss and Company, LLP. I do not have any other experience with secure portal except for Suralink so I am not sure how useful my opinion is, however, I have several clients who complain about the UI. Basically, it is not very straightforward/learning curve involved.
Reviewer Source 
Source: Capterra
February 26, 2020
Julia M.
Manager Audit and Consulting
Accounting, 51-200 employees
Used the software for: 2+ years
Overall Rating
5/5
Ease of Use
5/5
Features
5/5
Likelihood to Recommend
10/10
Reviewer Source 
Source: Capterra
February 7, 2020

“Game Changer!”

ProsSuralink is super easy to use and instruct clients on - literally a drag and drop system. It tracks all movements in each request, has notes to go between you and the client, and is fully encrypted. Going from the old sharefile system or email system with excel sheets to this for our PBC list has been a complete game changer!! I have clients in India, a full 12 hour difference, and this has completely changed the communication issues we've had. I can reject an item, put in a comment, and they immediately see that I have done so and correct it. I can't tell you how many clients have commented how much they love it too!
ConsOccasionally, the software goes down, and the software relies on the internet, which can be patchy in spots. Support is always quick to get up and running as soon as possible.
Reviewer Source 
Source: Capterra
February 7, 2020