Suralink
What Is Suralink?
Suralink is the leader in PBC request list management, helping accounting firms simplify the audit and tax documentation process while improving the client experience. Our cloud-based application Read more integrates a dynamic PBC request list and assignment workflow with a secure file hosting platform to give clients an easy-to-use, all-in-one portal. Our technology and industry expertise help 800+ of the leading firms in North America and the UK ensure a simpler, more secure audit and tax process. Read lessWho Uses Suralink?
Suralink is a perfect fit for accounting firms of all sizes and all departments that want to streamline the PBC request list and document management processes.
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Reviews of Suralink
Christopher
A massive time saver for CPAs and their clients
Comments: It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.
Pros:
Extremely user friendly, minimal training needed for staff or clients.
Cons:
The 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.
Mike
Alternatives Considered:
Suralink Enhances and Simplifies Audit Evidence Collection Process
Comments: 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.
Suralink Response
2 years ago
Thanks for such a great review, Mike! We're glad you're finding value from Suralink. We're also happy to discuss new feature requests anytime. If there's ever anything we can do, please don't hesitate to reach out!
Mahmoud
Suralink review
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
Dominick
Suralink: Wiss/WEST Growth
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.
Michael
Alternatives Considered:
Best PBC Request/File Share Site I Have Used
Comments: 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
