Simplify document exchange for a secure client experience.
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Starts from $27/User/Month
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Showing 1-10 out of 62
CP
Cassidy P
12/19/23
"Suralink is a very efficient and helpful tool for sharing documents with clients!"
What do you like best about Suralink? My favorite feature is being able to download all documents from one request into a zip file. What do you dislike about Suralink?
CE
Carmen E
12/19/23
"Great experience frequently using Suralink"
What do you like best about Suralink? All files are kept in one place for each client, progress tracking for requests, and direct communication with clients are all helpful working on multiple engagements at once.
LC
Lauren C
12/14/23
"I love this product!"
What do you like best about Suralink? I love how Suralink is so easy to use! It is very user friendly and adaptive! What do you dislike about Suralink?
AU
Anonymous User
12/14/23
"Suralink"
What do you like best about Suralink? I like that how easy it is for clients to use and how we add notes or comments to items that were uploaded from both sides
AU
Anonymous User
12/14/23
"User friendly and Secure"
What do you like best about Suralink? It is easy to use and helps us keep track of outstanding support still needed from our clients to complete their projects.
BR
BOBBI R
12/14/23
"Love Suralink!"
What do you like best about Suralink? It is user friendly. Easy to use but very helpful! Our rep is very helpful! What do you dislike about Suralink?
KM
kyle m
12/14/23
"Loved by our firm and our clients"
What do you like best about Suralink? Our clients and staff find Suralink to be very user friendly. The notifications and graphic presentations of progress are very helpful.
AO
Adam O
12/14/23
"Suralink is an easy to use, straightforward, and safe portal for clients to upload documents."
What do you like best about Suralink? Suralink gave us a fantastic alternative for creating request listings. We previously would manually update excel request listing documents that would take a long time to do. Suralink was extremely easy to implement and integrate with our current request listings. We had used the suralink template to format our request for easy upload to the site. Suralink has a great number of features that are helpful such as assigning requests to certain individuals, ...
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AU
Anonymous User
12/14/23
"Good third-party file transfer site for PBC audit requests"
What do you like best about Suralink? Keeping PBC audit requests organized, transferring large files. What do you dislike about Suralink?
AU
Anonymous User
12/14/23
"Too many Glitches"
What do you like best about Suralink? How it organizes files and have client know where to put files to. What do you dislike about Suralink?
