--- title: "Suralink Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Suralink the right Audit solution for you? Explore 400 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/148032/Suralink/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-28" --- Suralink 4.7 (400) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 28th, 2026 # Reviews of Suralink Ease of use 4.6 Customer Service 4.6 ## Pros and Cons in Reviews PS Patrick S Sr. AccountantAutomotive, 201 - 500 employeesUsed the software for: More than 2 years. “Suralink provides a straight-forward interface for securely sharing important documents.“ August 4, 2023 JM Jack M Senior Vice President of FinanceHealth, Wellness and Fitness, 5,001 - 10,000 employeesUsed the software for: 1-2 years. “Also, there is no way to get rid of the projects that have been completed.“ February 4, 2025 md mouss d marketer digitaleComputer Networking, Self-employedUsed the software for: I used a free trial. “MY experience has been good as the clients and i enjoy it of use ,and I appreciate how easy it is to import lists and drag and drop items into categories“ November 29, 2022 CL Cat L AdminNon-Profit Organization Management, 2 - 10 employeesUsed the software for: 1-2 years. “The formatting is kind of clunky, so it's not very easy to tell which comments correspond to which task.“ December 19, 2023 CW Christian W News Editor/JournalistNewspapers, 11 - 50 employeesUsed the software for: 6-12 months. “I recently switched over to Suralink for all my online collaboration needs and I have been very pleased with the service so far.“ January 28, 2023 SC Sc C Director of Statutory AccountingInsurance, 51 - 200 employeesUsed the software for: 1-2 years. “This might be a bit picky, but the interface did not have the feel of a more contemporary mobile app. “ May 23, 2023 MO Mahmoud O Expert-ComptableAccounting, 11 - 50 employeesUsed the software for: More than 2 years. “It would also be nice if it integrated with iChannel“ November 23, 2022 AW Angela W Audit AssociateAccounting, 51 - 200 employeesUsed the software for: 1-2 years. “Our firm had an issue with the way Suralink was rolling the documents from year to year, which caused hours of headache once I'd discovered it.“ January 21, 2021 ## Showing most helpful reviews Showing 1-25 of 400 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Michael S. Partner Used the software for: 3-5 years ### "Suralink Enhances and Simplifies Audit Evidence Collection Process" October 14, 2020 5.0 Overall we've really enjoyed using Suralink and recommend it to all. Support is great too. Easily add licenses as needed. Pros Gone are the days of having a DRL or PBC that you manage in an Excel spreadsheet over e-mail or in a Dropbox, Box, or Sharepoint. Suralink does it for you with individual line items for each request, easy drag & drop to upload files, easily download all or just new files, track status, assign owners to requests, make requests private, and more. Can be used for any audit or advisory project where you need evidence from the client. Pay per firm user. Storage is unlimited, client engagements are unlimited. Cons Suralink is still developing new functionality. Just released some new APIs that should help. Security only has 2 levels: Staff or Manager. Review Source R Reviewer News Editor/Journalist Used the software for: Less than 1 year ### "Seamless Collaboration with Suralink" January 30, 2023 5.0 Overall, I am very pleased with my experience using Suralink. The user-friendly interface combined with the powerful collaboration tools make it the perfect choice for teams that need to get work done quickly and without any hassle. Pros I recently switched over to Suralink for all my online collaboration needs and I have been very pleased with the service so far. The interface is incredibly intuitive and the features make it easy to work with my team. The real-time comments and editing features are especially helpful and make it a breeze to get everyone on the same page quickly. Cons The only downside I have experienced with Suralink is the occasional bugs. I have had a few documents take longer than normal to load or had some formatting issues when sharing a document with multiple users. However, these issues have been few and far between and have been quickly resolved with the help of the customer support team. Review Source R Reviewer Senior Account Manager Used the software for: 1-3 years ### "Suralink: Wiss/WEST Growth" February 27, 2020 3.0 Pros It 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 Cons I 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. Review Source R Reviewer Audit Manager Used the software for: Less than 1 year ### "Efficiency and Clarity" February 10, 2020 4.0 I am all in on this app. My clients are appreciating it too. Efficiency on our side and theirs is up. Pros I really like the ability to go in, as an audit manager, and get an idea of the status of the audit is. I can see how responsive the client is. I can see how responsive staff is being. This allows me to focus on my attention on the clients that are being responsive. This is very important during busy season. I am constantly in Suralink during busy season, even if staff is doing the interacting with the client. I am also quickly finding the power of the status reports that are sent out to the client and I am beginning to only send communication to the client through the status report function rather than email from Outlook. Cons The process of switching from one engagement to another takes one or two steps more than I would like. Maybe having a tool/navigation bar on the side could help. Review Source Verified Reviewer Security Consultant Used the software for: I used a free trial ### "Excellent Tool" February 19, 2020 5.0 Suralink offers structure and a visual representation of the project progress for internal and external users. It allows us to track at any level of granularity depending on the project and the client. Pros Suralink offers the flexibility needed for any size company to properly customize the product to reflect core processes. The visual representation of the project progress is very appealing to me and my customers. Cons Depending on how structured the existing process is, it can be a little time consuming to setup the initial templates. But once the templates are configured, it is very quick to spin up a new project. Review Source R Reviewer Senior Accountant Used the software for: Less than 1 year ### "Best PBC Request/File Share Site I Have Used" February 10, 2020 5.0 Exceptional. I've used a few different PBC request/file share sites and none of them have come close Pros Very simple to use, the client view is just like the audit team view so I can walk them through the site, easy to upload, has almost every feature we were looking for, and they are constantly upgrading based on my feedback Cons No setup to send automatic status updates to clients throughout an engagement. Must remember to send them manually Review Source R Reviewer Business Technology Manager Used the software for: 3-5 years ### "Completely streamlined audit process" February 10, 2020 5.0 Pros Our organization is extremely complex due to the fact that we have a large number of Legal Entities. The ability to create Audit PBC templates and simply copy those across all our entities in mass has reduced the administrative burden to near-zero time spent by our IT team. The administration is simple enough that our External Auditors own 95% of the process. Prior to adopting Suralink, this process was maintained on SharePoint and was an extremely burdensome process for our organization. Cons It would be nice to create dynamic PBCs based on a questionnaire. Often times the nature of our legal entities will create additional PBC items. This is ruled base and could be automated, but is manageable to manually track. Review Source R Reviewer Audit Senior Manager Used the software for: 3-5 years ### "Great product!" February 10, 2020 5.0 We use Suralink daily to send and track audit document requests from clients and it works seamlessly and quickly. Pros This product is easy to use, timely, and helps immensely in tracking information and client requests. Cons Often the notification summary in the website gets too overwhelming due to all the info it tracks--a different way to present the summary would be very helpful. Review Source R Reviewer Audit manager Used the software for: Less than 1 year ### "Making everyone's life easier!" February 11, 2020 5.0 It has helped us have greater oversight of audit queries and requests for information and how the client has fulfilled these requests. Organisation and efficiency has greatly improved. Pros The ease of use, the user-friendly interface which provides just the right amount of information for both us and the client. Cons If someone else set's up the client then it doesn't seem to appear on my dashboard when i'm invited to it. Review Source R Reviewer Manager Used the software for: Less than 1 year ### "Great Product with slight needed improvements" February 26, 2020 4.0 Overall a great project that is liked by both auditor and client. Only negatives are lack of notifications. When on a job for a week on a client both sides would like options of more regular updates even if that is hourly or immediate. Also ability to renumber the PBC list if items are added to make it easy to find in order. Pros Ease of use of the software for client and auditor. Cons Inability to renumber or move items around Review Source R Reviewer Supervising Senior Auditor Used the software for: 3-5 years ### "Suralink" February 21, 2020 4.0 I like the software. It does what it is designed to do and I have not experience any functionality issues. It's great for audit. Pros Suralink is a great way for clients to see an organized needs list of items needed for an audit. It tracks if items have been loaded. It allows you to mark items complete so that know what is open and what is closed. Finally it gives a timeline and history of activity. It is a huge improvement over trying to sort through emails to determine if something was received and what items on the needs list were still outstanding. Cons There is a learning curve with some client. Some, more traditional clients, still prefer to just use email and then you are using two different organization systems and it reduced the effectiveness of Suralink. That's not the problem of the software but rather people's unwillingness to change. The software Sometime I like to load to use the software to view files rather than move them to a folder and tracks every time you open it. It should track the first time it is opened, and then stop. the other history is not of much value. Review Source David B. Audit Senior Manager Used the software for: 3-5 years ### "Suralink Makes Auditors and Clients Happy" February 13, 2020 5.0 Overall clients are happier using Suralink, and it helps improve the efficiencies of our audits. Pros My favorite thing about Suralink is that the client and everyone on the engagement team can see exactly what has been provided so far in real time. This significantly cuts down on the thing that clients hate the most, which is when auditors ask for a schedule that they have already provided. Cons This is not really the software's fault, but new clients are hesitant to change what they've always done with audits. They are scared of change and don't want to spend the time to learn the software, so there is usually some "pushing" that needs to be done to convince a new client to use Suralink. Review Source Nelson C. Senior Audit Associate Used the software for: 3-5 years ### "A must have for CPA firms" February 10, 2020 5.0 Pros One of the best things about suralink, is it is easy to create a list of items you need, and everyone on your team and on the client side can have access to it. Everyone can see the files uploaded, and you can easily track what you still need, and what has been provided. It's a great way for clients to see their progress, and be able to provide documents electronically. It keeps documents organized, and our clients love it. It's much easier to use then having documents sent via email, and trying to keep track of everything via email. Cons There are bugs in the software here and there, but for the most part, I've rarely run into issues. Every once a while the service will be down, but it usually is up and running again in about 10 minutes. To be honest, there really isn't anything I don't like about suralink. It is a must have for CPA firms. Review Source R Reviewer Audit Partner Used the software for: 1-3 years ### "CPA Firm Collaboration Success" February 18, 2020 5.0 We noticed immediate results when it came to efficiencies. Our internal and client users have been very impressed with the product. We have only received positive feedback. Pros Very easy setup and use User friendly Reduced administrative coordination time on projects Real-time look at job progress Live support Timely communication Cons Notifications can be cumbersome Would like ability to resend link to published documents to clients - like a remind link so they are invited to view again (as opposed to having to re-publish) Review Source R Reviewer Accountant Used the software for: 1-3 years ### "Suralink Review" February 10, 2020 5.0 We are solving the problem of clients taking a long time to upload documents. Having Suralink notify clients that we are uploading documents or changing requests reminds them that we are doing an engagement and they need to provide us with the information to complete it. Pros I like that you can roll forward engagements that have been completed in previous years. I also like that we can keep all our documents in one place, and it tells us when clients have downloaded or uploaded documents to the site. It makes it easier to keep track of our engagements. Cons it is difficult to navigate and hard to find resources to know how to solve something. For instance, we need to be invited to an engagement before we can see any or upload any documents that we need for an audit. I would like to be able to search for client and request to be part of the engagement team. It is hard to know if the client has a suralink set up or not because this is not an option. Review Source CM Chace M. Senior Auditor Used the software for: 3-5 years ### "Excellent for privacy for your clients" February 10, 2020 5.0 I would recommend using Suralink as a private document upload site for any company that wants to give their clients more sense of security. Pros I appreciate that this software gives your clients peace of mind and a very private way to provide information to your firm and give them reassurance that their employees information won't be leaked on the web. It also is a great way to customize your requests to your client to get exactly the documents that you need from them. Cons A few times the system has a glitch where I was not able to see my side of the Suralink and thus not able to download the documents that the client had uploaded. Review Source R Reviewer Manager Used the software for: 1-3 years ### "Suralink is a Game Changer!" February 10, 2020 5.0 We receive documents faster, we eliminate long email chains, and we have a clean request list experience. All of our clients who use this have given us our request items fast than ever before and I attribute that to our ability to keep track of documents and provide status updates. Pros Suralink has completely changed the way we receive audit documentation! Our clients love the ease of use and how they can drag and drop documents and leave comments. Our team loves that we can easily send status updates that are kind and still informative and reply to comments while eliminating long email chains. I will never go back to an excel list! Cons I don't really enjoy having to format in a certain way, but I understand the need. And our clients would like to be able to add their own users instead of us having to do that every time. Review Source JK Jennifer K. Controller Used the software for: 3-5 years ### "Suralink Review" May 17, 2023 5.0 Our overall experience with Suralink has been positive. Pros What I like most about Suralink is that it keeps us very organized during audit. Each year, we can see the previous items requested/sent. Cons What I like least about Suralink is when you are trying to load multiple items or one very large item, the software will timeout and not let you know it did not update. Review Source R Reviewer Senior Accountant Used the software for: 3-5 years ### "Suralink" February 18, 2020 5.0 Pros I liked the easy interface and it is very user friendly. I am able to delegate certain tasks to others as well as restricting viewing options for sensitive data. Visually, this software shows how far along a client has fulfilled requests and one can gain a sense of the client's readiness. Also, this software tracks all activity (client and firm) which is extremely useful. Cons It can be a bit confusing on how to upload/delete files when you're first learning the software. Also, because its cloud-based, if there are any internet issues, you cannot access the account but that is typically a minor issue. Review Source R Reviewer Principal Security Analyst Used the software for: 3-5 years ### "Suralink made our job easier" February 10, 2020 5.0 As a secure method of attaching lots of evidence for a large number of requests, Suralink has proven easier for both our firm, and our clients to use, than other much more expensive solutions. Pros Being able to customize the excel template and upload a client-specific template each year. Also the search function is invaluable. We like that the reports can be made visible to a subset of the client users. Cons Resequencing the requests is problematic, the sort function needs work. Review Source R Reviewer Audit Manager Used the software for: 3-5 years ### "Great Product" February 10, 2020 5.0 Pros It is very user friendly. It has helped tremendously with becoming more efficient with our audit engagements. The entire audit team has access to all of the requests so we are not constantly bugging the client for the same items. Also I love the time/date stamps on everything because it has helped us with our hard meetings when clients are frustrated on timing. MAny times we refer back to when we requested items vs when they delivered. Cons I really have no cons to the software. It has really been a great tool for us. Review Source R Reviewer Accounting Manager Used the software for: 3-5 years ### "Great source for file sharing" February 13, 2020 5.0 Our firm received positive feedback from the staff and clients when we implemented the change to Suralink. It has been a good switch for us. The customer service is also very responsive and helpful. Pros I like that this is an easy platform to share files between the client and the firm. The requests can be rolled forward to the next period easily. I also like that you can set up controls over who has access to the client information. Cons Sometimes switching between windows isn't the most logical, but it is easy to figure out. Review Source R Reviewer Audit Director Used the software for: 3-5 years ### "It's a good product" February 10, 2020 5.0 We are moving to paperless audits and tax work, which is a big deal for a public accounting firm. Pros Clients love it. If our clients are happy, then we are happy. Cons I wish there was an Administrator dashboard that showed me all of the uploads/activity since my last log on. Review Source R Reviewer Director of Statutory Accounting Used the software for: 1-3 years ### "Suralink" May 26, 2023 5.0 My overall experience with Suralink was positive and I would recommend this product to others. Pros Does what you expect it to do without the unwanted surprises. Overall I felt my experience using Suralink to be pleasant. Cons This might be a bit picky, but the interface did not have the feel of a more contemporary mobile app. Again this is being picky because it proved to be effective. Review Source Henry P. Senior Accountant Used the software for: 3-5 years ### "Efficient and easy to use!" February 10, 2020 5.0 Pros The part I like most about Suralink is its ease of access and simple-to-use functionality for both auditors and clients alike. It's really helped to simplify the PBC process and create efficiencies. Cons The part I like the lease about the software is the fact that, when you rollforward a request list, it does not rollforward the dates in the requests themselves. Other than that, I do not have any qualms with the software! Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.