Suralink Reviews & Product Details

uralink is one of the best document repository and request list tools on the market. It has made our document collection process much more efficient and organized. Creating request lists is simple, and I really appreciate how easy it is to assign specific requests to individual client users. This makes accountability much clearer and helps keep everyone on track throughout the process.

One of the biggest benefits of Suralink is the ability to monitor the status of each request in real time. Instead of sorting through endless email chains, everything is centralized in one place, which saves a lot of time for both our team and our clients. Our clients consistently mention how user-friendly the platform is and how easy it is to understand what is being requested and upload the appropriate documents.

I also really like the communication features within the platform. The ability to add comments directly to requests or documents helps reduce confusion and keeps conversations tied to the specific item being discussed. Another feature I love is the document preview option, which allows us to review files without downloading them first. This small improvement makes a big difference in day-to-day efficiency.

Being able to accept or reject documents is another standout feature because it helps us maintain quality control and quickly communicate whether something meets the request requirements. The open items list is also extremely helpful, as it provides clients with a clear summary of what is still outstanding and helps move the process along faster.

Overall, Suralink has streamlined our workflow, improved communication with clients, and made document collection far less stressful. It is a valuable tool that has benefited both our internal team and the clients we work with. Review collected by and hosted on G2.com.

One limitation I’ve noticed is how documents uploaded by the auditor are handled within the platform. Currently, when an auditor uploads a document, it is placed in the comments section rather than in the same area where client support documents are stored. It would be very helpful to have the option to upload those documents directly into the client documents area. For example, if a client emails us support outside of Suralink, it would be much more efficient if we could add that document to the main support section for that request instead of only attaching it in comments. Adding this functionality would make document organization even more seamless and complete. Review collected by and hosted on G2.com.

I really like the organization that Suralink provides for both the client and the accounting firm. It’s helpful that everything can be arranged into clear sections and subsections, and that any files the firm uploads for reference are easy to spot and clearly marked as firm files. Before moving to a firm that used Suralink, I was using a different system called Firm Experience, and it wasn’t very user-friendly. Overall, it wasn’t as easy to navigate for either the firm or the client. Suralink has been a game changer for keeping my clients organized and accountable, and it also makes it easier for my clients to keep me organized and accountable as well. Review collected by and hosted on G2.com.

Sometimes downloads take a little while, and Suralink doesn’t give me any indication that the download is in progress. Because of that, I end up repeatedly clicking the download button. Even a simple download status bar would make this a lot easier. Review collected by and hosted on G2.com.

This tool supports collaboration between the client team and the audit team. It helps the audit team provide a detailed PBC list to management and maintains an audit trail of what information was requested, when it was requested, and when it was received. That makes it easier to track delays, and when there are team changes, it serves as a repository of information. It also helps with status updates with management by clearly showing what has been provided and what is still pending. Review collected by and hosted on G2.com.

At times, users run into access issues. Also, when switching between the US and Europe regions, it ends up requiring multiple logins. Aside from that, it’s a great tool and a must-have for organisations that don’t have an internal solution for secure file sharing. Review collected by and hosted on G2.com.

I love using Suralink as an open item tracker in conjunction with the general request listing. I am able to add categories/requests that pop-up along the way, making the overarching engagement a one-stop shop for all requests/inquiries. Review collected by and hosted on G2.com.

I notice that there seems to be a lot of service period disruptions / failed uploads of files. This would have to be my main pain point. Review collected by and hosted on G2.com.

Being able to track what has and has not been received is the best thing about Suralink. The rollforward options and ability to use templates to set up accounts are very helpful. Review collected by and hosted on G2.com.

One downside to using suralink is that during busier times of the year (tax deadlines, generall) the server cannot handle all of the clients that are sending items in late. Increasing server space around April 15th and October 15th would increase ease of use. Review collected by and hosted on G2.com.

I like the use of filters and the search function, as well as the comments feature. Overall, it’s easy to use. It’s also helpful being able to see what hasn’t been downloaded yet, and to view a timeline showing when items were uploaded and who uploaded them. The history log is useful too. yes Review collected by and hosted on G2.com.

I wish that, for Suralink requests with a lot of uploads where only some files were downloaded, there were an easy way to download all the PDFs that haven’t been downloaded yet without having to go through the entire support listing. Review collected by and hosted on G2.com.

It improves client satisfaction by reducing the number of duplicate requests the client receives for the same item that's already been provided. Review collected by and hosted on G2.com.

I wish there was a mobile app where I could easily check status remotely if I'm not at my laptop. Review collected by and hosted on G2.com.

Suralink makes it so easy to provide a list of needed documents and submit those documents. I’ve used it internally and with external auditors and it really streamlines the documentation gathering on any engagement! Review collected by and hosted on G2.com.

That you can’t really be a client and a document requester you have to be either or. Review collected by and hosted on G2.com.

I really like how customizable the requests are in Suralink. They’re very easy to create, and I can also build them on the fly if I realize something is missing. Review collected by and hosted on G2.com.

I’d like to see additional filters available when selecting files to download from the portal. In particular, having a date filter (rather than only a sort option) would be very useful. Review collected by and hosted on G2.com.

Suralink collapses the time to request documentation significantly as it combines multiple tools and workarounds into one repeatable process. Much time is lost on engagements when requesting information and Suralink excels at this. It also is very useful when doing component audit work. Review collected by and hosted on G2.com.

Suralink might be overkill for some engagements where the amount of documents, number of collaborators or the type of client are not a fit. Review collected by and hosted on G2.com.