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

"Suralink is a vital tool"

What do you like best about Suralink? As a daily user, I love using Suralink to keep my clients on track and on the same page as me. Having the ability to communicate safely and easily makes our engagements run smoother. I also appreciate that I can customize my notifications.

"Senior Auditor Uses Suralink"

What do you like best about Suralink? There are so many things that I like about suralink: 1. Can see when a user was last logged in. When dealing with a client that claims they've uploaded something, I can take a look if they logged in or not.

"Suralink is a terrific document request portal for accountants and for our clients!"

What do you like best about Suralink? Suralink is an easy to use portal for exchanging documents between accounting firms and our clients. We like it because it was easy to implement for the firm and for our clients. We appreciate the flexibility of the platform which allows us to have all of our projects on the platform. It alos helps us and our clients manage engagments project maangement functionality.

"Secure and Efficient File Sharing Solution"

What do you like best about Suralink? Suralink is an excellent resource for communicating with clients and sending and receiving multiple files. It is a fast an easy way to communicate with clients and is used frequently at my organization. The interface is user friendly and the system allows you to accept or deny requests, notifying users if there is a follow up needed for a particular request. Suralink easily allows you to see if something has been uploaded, by sending email notifications ...

"Super easy to use!"

What do you like best about Suralink? The ease of use. The ability to lock requests, hide requests and only assign certain people to requests. Being able to have all of my clients information in one place. Available all the time, very little downtime for updates. Confidentiality

"Very useful for financial statement audit engagements."

What do you like best about Suralink? Helps keep multiple parties organized and easily identify outstanding items. What do you dislike about Suralink?

"Audit Manager"

What do you like best about Suralink? Ease of use. Efficient and organized. Integration was easy. What do you dislike about Suralink?

"Efficient, Secure & User Friendly"

What do you like best about Suralink? Easy to use, timely updates, and organized. What do you dislike about Suralink?

"Smooth engagement tracking"

What do you like best about Suralink? It has provided a great platform to see all information requests for clients, and send automated email reminders to clients to get everything collected most efficently.

"Suralink is a great resource for uploading documents for all parties"

What do you like best about Suralink? I love the color coding aspects within Suralink to easily identify whether a client has uploaded documents that need to be reviewed and they can see if we accepted or rejected the files. You can also easily add comments about why an item was returned and what needed to be provided instead. I log into Suralink on a daily basis to check for any updates and see if anything new has been submitted. Any time we have had an issue with the site, the support ...