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

"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 is good 95% of the time"

What do you like best about Suralink? It is very useful as a secure portal for clients to use. It is also user friendly and is not hard to learn. Has a lot of good functionalities that make organization a lot easier. I use it every day!

"Easy and secure portal to exchange documents"

What do you like best about Suralink? It's simple and easy to use and navigate. It takes efforts to figure out which buttons do what but self-taught is possible and after a few practices, I can use it with ease.

"Obtaining specific requests from clients"

What do you like best about Suralink? That I can easily import a list of items I need from a client and share examples for that specific request. Client can then upload the requested files to that specific request instead. Previously, we would email requests to the client in word file and they would email us securely upload the requested files and it would take time to go through each file and figure out what request the provided item lined up with. It has made that process really ...

"Good for internal use, but frustrating for users"

What do you like best about Suralink? The secure file sharing is by far my favorite feature, and it's really easy to securely share and receive documents from clients. File storage and request list management is also really useful.

"Suralink has provided major efficiences"

What do you like best about Suralink? Can see all requests in one place and items aren't stuck in various co-workers inboxes What do you dislike about Suralink?

"Suralink is very user friendly and effective"

What do you like best about Suralink? I like that Suralink is very user friendly and easy to use. What do you dislike about Suralink?

"Great client communication/project management tool"

What do you like best about Suralink? I like how we can easily glance and see basically the status of an audit engagement. What do you dislike about Suralink?

"Easy to work through"

What do you like best about Suralink? Ease of use. It is very user friendly and helps to get work done quickly. What do you dislike about Suralink?

"Suralink - the most useful tool for auditing"

What do you like best about Suralink? Suralink makes requesting and receiving documents securely a breeze. It also is extremely helpful in getting clients a listing of outstanding items. It makes the client auditor experience far better. We have also heard from numerous clients how much they enjoy using Suralink as it gives them a clear understanding of what is expected of them and what they must still provide us.