Suralink Reviews in January 2025: User Ratings, Pros & Cons

"User friendly platform"

What do you like best about Suralink? The product is designed to be user friendly and easy to use What do you dislike about Suralink?

"Gamechanger!"

What do you like best about Suralink? Suralink helps our firm keep our clients accountable to deadlines while storing the interactive PBC list, any comments/back and forth, deadlines, attachments, etc. all in one place. The audit trail features, timeline showing all activity, dashboard, etc. are all fantastic well-thought out features from the Suralink team. We've experienced pretty minimal downtime with Suralink and have had overwhelming positive feedback from clients on the ease of use of ...

"Suralink is a must-have for every audit firm"

What do you like best about Suralink? Easy to use, the tool has all functionalities we need. What do you dislike about Suralink?

"SuraLink Advocate!"

What do you like best about Suralink? I work in public accounting, and we were using a different secure portal platform that operated more like a "drop-box" of sorts that did not allow for segmenting requests, proper organization or ease of downloading all of the new or applicable files. The layout of SuraLink with the corresponding specific requests no only allows for a live to-do list, but also dictates an easy download form to maintain the integrity of the requests and applicable files ...

"Great for clarity and accountability!"

What do you like best about Suralink? I like that you can seperate request by category and can add requests at any time. I also love the chat feature so any questions and comments are captured. I also really like the accountability that it provides for both clients and audit staff of when items are requested and when they are provided.

"suralink review"

What do you like best about Suralink? Suralink offers a secure portal to exchange information. This can be extremely helpful when sharing documents that are quite large. The sharing of information is extremely easy when using Suralink as you can just drag and drop items right off your desktop. I frequently use Suralink; it is an easy way to manage document requests from multiple clients.

"It is helpful most of all, but I have something to say"

What do you like best about Suralink? I like how you can provide a request list. What do you dislike about Suralink?

"Suralink has made my job a lot easier."

What do you like best about Suralink? It's adaptability to the various clients that I work on. What do you dislike about Suralink?

"Suralink saves us time!"

What do you like best about Suralink? In most accounting firms one of the biggest barriers to efficiency is data collection. Suralink eliminates many of our issues with data collection and helps our staff and our clients to be more organized

"Suralink - Assurance"

What do you like best about Suralink? I like that all communication can be in one central location. I appreciate that clients can upload files safely. The customer support is strong and I am always able to get an answer to my questions timely. I also enjoy how open and willing they are to listening to enhancement ideas. Their customer reps also share information about upcoming enhancements. It's a software that is always getting better and solving new problems. I like to tell my clients, ...