# Page 3 | Suralink Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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: https://www.capterra.com/p/148032/Suralink/reviews --- Suralink 4.7 (400) [View alternatives](https://www.capterra.com/p/148032/Suralink/alternatives/) 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 March 4th, 2026 # Page 3 - Reviews of Suralink ## Showing most helpful reviews Showing 51-75 of 400 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MW Mike W. Manager Accounting Used the software for: 2+ years ### "Great Product. I'd Recommend It to Anyone" February 7, 2020 5.0 Pros It is really easy to use for both me and my clients to use. No more losing files or wondering if files got lost in email. It's all there for both of us to see. It is easy to set up and modify your request list and categories. And when I forget how to use a feature, the customer service chat can help me resolve it very quickly. Cons It is hard to think of anything. Sometimes I can't remember how to do something and I can't figure it out just by looking at my dashboard. But customer service is quick to respond to my questions and remind me how to use certain features so any problems are resolved immediately. Review Source MS Michael S. Principal Security Analyst Information Services Used the software for: 2+ years ### "Great Document Management Solution" February 10, 2020 4.0 Overall, this product has made my job much easier. My clients are happy with the product and I will happily continue to use it. Pros The product is very user-friendly. We can usually create our client accounts and clients are able to navigate the site and upload documentation without specific instructions on how to use the interface. Cons It is difficult to add a new request and then change the order of the requests. Currently, I have to download a csv copy, re-order the requests, and then re-create the engagement using the csv spreadsheet as the template. It would be great if the web interface allowed us to change the order of requests. Review Source CA Chris A. Partner Accounting Used the software for: 2+ years ### "A great addition to our firm and interaction with clients during the audit process" February 8, 2020 5.0 Suralink has made the process of requesting, receiving, tracking and communication information with client during an audit or review of their financial statements much easier and efficient. Pros Ease of use, notifications, up to the minute status, our client's satisfaction Cons Nothing that we don't like. Future enhancements such as a client portal for copies of final products and a tool to email items quickly and securely would help use eliminate the use of other tools and use Suralink for these items. It would be a big win for our clients as well. Reason for choosing Suralink Suralink's support, responsiveness, and product was better Review Source DA Danielle A. Senior Auditor Accounting Used the software for: 1-2 years ### "Great addition!!" February 18, 2020 5.0 The biggest benefit of using Suralink is how much the clients love using it. We have had great feedback from our clients on how easy it is for them to use. I have noticed how much faster client's get us the requested information compared to the time before we has Suralink. It has allowed all team members involved in the engagements to have access to all documents. Pros I like the ease of use. It is very user friendly and intuitive. The software makes it very easy to share documents with clients. I love that you can categorize the documents, so they are easy to find and the due date and assigning features are great. So everyone is on the same page knowing when something is needed and by whom it needs to be supplied. Cons There isn't any feature that I have come across that I do not like yet. Review Source AW Angela W. Audit Associate Accounting Used the software for: 1-2 years ### "By FAR one of my favorite accounting tools" January 21, 2021 5.0 Pros What is NOT to love about Suralink? It makes it incredibly simple to have my clients upload documents that we need, and that the whole team can access the documents in one place, instead of CCing each other on group emails, or forwarding audit support. It also is very helpful in that it tracks who uploaded specific documents and when, as that has helped our team more than once prove that something a client was saying was incorrect, and we had actual evidence to support it. Thank you Suralink team! Cons 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. We have thankfully since resolved the issue. Review Source TK Thomas K. Audit Associate Accounting Used the software for: 1-2 years ### "Suralink Review" February 7, 2020 5.0 This is a much more efficient way to obtain and organize client documents. Overall, hours on jobs are down and I am much less frustrated trying to find PBC documents now that I can search them all in one place. Pros Very user friendly and my clients love it. It is also far more secure and organized compared to sending via email or any other method. Cons The auditor view of an engagement could use more customization. I would like to be able to remove the Overview Bar (completely, not just the pie chart) and be able to adjust the window size of the request list and listing of documents the client uploaded. Review Source BB Brittany B. Senior Audit & Accounting Associate Accounting Used the software for: 2+ years ### "Functional & Fun!" February 25, 2020 5.0 Suralink is a great solution for safely and securely sharing files between associates and across networks. It is overall very convenient and user-friendly. Pros I appreciate how easy it is to import lists and drag and drop items into categories. I also appreciate the fun quirks like jokes and messages when signing out! Cons Some clients seem to have an issue with figuring out how to use Suralink. Perhaps there could be a better training or demo when users sign up, are invited to use, or log back in to use the software after a longer period of time (ex. 6 months). Review Source SR Steven R. Partner Accounting Used the software for: 6-12 months ### "Effectively able to track our client request lists!" February 20, 2020 5.0 The added organizational aspect is very beneficial to us and our clients, as well as the ease of use. Our clients have said over and over how easy it was to use. We have found that we are receiving the requested files sooner than we were previously. Pros The organizational aspect is very helpful - we are able to organize our requests and better track what has been received and what requests are still outstanding. Cons We have run into instances when a client can't sign up because they are part of another "firm". My understanding is that this is being worked on, but we have had to use a workaround several times over the last few months as a result. Review Source JB Jim B. Partner Accounting Used the software for: 2+ years ### "Suralink" February 17, 2020 5.0 Suralink has helped us streamline our document collection process for our audit clients. The software is easy to use for both our staff and our clients. It has greatly improved the experience of our clients. Pros It makes the information gathering process much easier and more organized which increases audit efficiency and reduces the burden on clients to provide requested information. Cons There is no option for reporting metrics. It would be nice to be able to pull some data on a department or firm-wide basis to determine how well we are using the software. Review Source RM Ringo M. Auditor Accounting Used the software for: 2+ years ### "Suralink is great" February 7, 2020 5.0 Suralink is great. It keeps all of our document in one place that allows multiple levels of our audit team to access. The request feature is easy to implement (both the excel upload and doing it from scratch) and can be easily changed (requests made during the audit). This is much better than other mediums that I have used, including GoogleDocs, ShareFile, and Dropbox. Pros This is a software that our client likes, and its user-friendly interface makes it easy for us to convince them to use it. Cons The accepting/rejecting feature. "Rejecting" seems harsh but this is such a little thing. Review Source MO Mahmoud O. Expert-Comptable Accounting Used the software for: 2+ years ### "Suralink review" November 23, 2022 5.0 Pros It's easy to use and works great, and it's very easy to learn. It would also be nice if it integrated with iChannel Cons I use this software and since then I haven't found any disadvantages Review Source VR Verified Reviewer BAS - Associate Information Technology and Services Used the software for: 6-12 months ### "Excellent Product" February 17, 2020 5.0 Overall my experience has been excellent. If push notifications would be implemented I would have zero complaints. Pros I love the security that comes with using this product. It is very easy to communicate with clients via suralink and reassure them that their information would be handled carefully and securely. Cons I don't like that there isn't an option for push notifications and I have to type a passcode in each time I login. Review Source VR Verified Reviewer Audit Intern Accounting Used the software for: 6-12 months ### "Very efficient and user friendly" February 7, 2020 5.0 I always recommend Suralink to friends at other firms. It's super self explanatory and easy to use. It keeps things simple, but also is enough to get the job done. Pros I like how easy it is to visualize what items have been submitted from the client and what we are still waiting on. Cons I don't like how it shows when we download files in the comments. If I download a file multiple times I don't want my client to see that. Review Source AB Ashley B. Manager Accounting Used the software for: 2+ years ### "Suralink is a must have for an auditor" October 14, 2020 5.0 I would recommend this to anyone! I will continue to promote this product. Pros I love how easy it is to correspond with the client and reject/accept workpapers. I have heard only good things from the client regarding this. Cons I wish the client was able to add the users they would like to add - not a big deal and can easily be added from the accountant side. Review Source JD Jaysen D. Audit Manager Accounting Used the software for: 2+ years ### "Suralink Review" February 8, 2020 4.0 Pros User friendly, very transparent, protection via encryption (safer than email) Cons Reject button is a bit aggressive for clients, consider alternative for when documents uploaded are not correct and have to be returned, not being able to open multiple suralink files at once (to compare request listings.. only way I currently know to deal with this is exporting a suralink file to PDF/excel then comparing with another request listing. Review Source lT lucy T. senior Accounting Used the software for: 2+ years ### "New user for Suralink" February 17, 2020 5.0 Pros this is my first job at a public accounting firm. The amount of files exchanged between client and our firm are enormous. Suralink is very easy to use and I really like the search function and also the email alerts for new uploads. Cons It is hard to tell which files are newly uploaded if there are a lot of files. I would suggest to have another designated place (or like shortcuts) for all the newly uploaded files. Review Source NR Nicholas R. Audit Associate Accounting Used the software for: 1-2 years ### "Suralink" February 7, 2020 4.0 I've realized tons of benefits from Suralink, including clients seeming to enjoy the organization and due dates usage to prioritize requests for efficiency purposes. Pros I love that you are able to lock/assign requests and the overall organizational capabilities of each grouping/section of an engagement. Cons It's confusing that when you create a new request, it is automatically the next sequential number so if requests are put into an already-created section, the numbers appear out of order and causes client confusion at times trying to find a specific request. Able to be circumvented with the search option Review Source AF Ashley F. Administrative Support Accounting Used the software for: 1-2 years ### "Easy to use for both the employee and client" February 26, 2020 5.0 I have been using suralink for almost the last 2 years now. It was the product we had when I started. I have just been brought into the suralink behind the scenes a few months ago and our rep \[SENSITIVE CONTENT HIDDEN\] has been awesome. Pros I like the fact that you can have multiple clients assigned to the account. If there is more then 1 person providing documentation. I also like the fact you can assign the same contact to multiple clients. Cons Some clients have difficulties when first registering for their account. (i think mostly user error) Is there a cheat sheet out there for clients that have multiple accounts? Review Source KB Kelly B. Director Accounting Used the software for: 1-2 years ### "Suralink" February 25, 2020 5.0 Pros Ease of use. Security. organization. tailored for accounting/audit Cons Wish there was an app. The default when you click on a project should be the most detailed level as default. Instead, you have to toggle on each list to get to the detail of the request. Wish there was at least a user option setting to have your defauls for every list be the most detailed Review Source NB Noah B. Director Accounting Used the software for: 2+ years ### "Outstanding" February 17, 2020 5.0 The Suralink team has developed an incredible tool that works flawlessly. This tool is a game changer. If you are using excel sheets and shared folders you are living in the stone age. Pros Ease of use and user experience is awesome. Reliability is very high. Cons Nothing to note. The software has performed well for us over the past 5+ years and the team has continually improved features. Review Source VR Verified Reviewer tax manager Accounting Used the software for: 1-2 years ### "good not great" August 1, 2020 4.0 It's good, but if I was making the decision what to use for PBC lists I'd choose smartsheet over Suralink, but your mileage may vary. Pros works well for PBC lists (provided by client) helps with client communication and has a good interface for back and forth conversations on various requests. generally easy to setup, navigate, and use Cons not as user friendly as a smartsheet, and a little more limited in abilities Review Source Response from Suralink August 5, 2020 As always, we're disappointed to hear that someone doesn't love our product. However, we firmly believe that while SmartSheet is a great general tool and can be used to manage PBC lists, our platform is tailored to the CPA experience. With dynamic request list management, live updates, instant notifications, and much more, Suralink is the best tool available for CPAs needing to increase efficiency and improve the clients experience around PBC lists. That being said, we always love to hear how we can improve and would be happy to do another training on our platform to ensure it meets your needs. OS Orysya S. Staff Accountant Accounting Used the software for: 1-2 years ### "Very user friendly and intuitive" February 17, 2020 4.0 Pros I like that this software is very intuitive. You are naturally able to figure out how to do many things, even if you are doing them for the first time. I like the "Help on this page" feature so you could easily research quick questions. Cons I don't like that in order to solve any problem we may have, small or big, it has to go through a support case. The support case usually take multiple days to resolve just because of the time lag between each response. I wish there was a direct customer service number we could call with questions. Review Source JF Jordan F. Associate Accounting Used the software for: 6-12 months ### "Ease of Use is off the charts" February 17, 2020 4.0 Overall experience with Suralink has been great. I have been able to begin my job with less worries because Suralink was so easy to grasp. Pros The ease of use of this software is what I enjoy the most. The software is very intuitive and easy to follow even for first time users, as I was. The Suralink software allows for communication and transfer of documents securely in as easy of a format as there is. Cons The feature of Suralink that I like the lease is the DUO authentication that must be entered before logging on every time. Other apps in my organizations use allow for connect DUO authorization so it must only be entered once for all apps. Suralink requires an additional authorization to the one I must already enter. Review Source JL Joey L. Partner Accounting Used the software for: 2+ years ### "The Best" February 7, 2020 5.0 Pros Suralink is incredibly easy to use. It has streamlined the evidence gathering process immensely. Clients love it, our people love it. It is an amazing tool. It has transformed our engagements. Cons When you get to 100% on an engagement, the 100% doesn't fit on one line, it breaks into a second line. Is this a stupid "con"? Yes, most definitely, but it is the only "con" I have. Review Source EG Eric G. Senior Audit Associate Accounting Used the software for: 2+ years ### "Great Software for Audits" February 8, 2020 5.0 Having a centralized location for all the many files we look at as part of an audit has been a life-saver on many engagements. Pros Sending and receiving files is a quick and secure process. Adding new users is simple. Cons The firm-provided files are not always easy for new users to find. Small issues with the format have been the only less-than-positive experiences I have had. A priority system would be nice. Review Source Similar Products Featured ## 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.