Suralink Reviews & Product Details

Suralink is an incredibly user-friendly platform that makes collaboration between clients and users seamless. I really like how easily clients can share data and create multiple requests, making the workflow efficient and organized. The platform also stands out for its regular updates and timely notifications, which ensure that users are always informed and up to date. Overall, it provides a smooth and efficient experience for managing client interactions and data sharing. Review collected by and hosted on G2.com.

Suralink occasionally faces some technical issues. At times, when a client fulfills a request, the uploaded files don’t always appear correctly, which can be inconvenient. There are also minor glitches here and there, and the platform sometimes goes into maintenance mode, which disrupts ongoing work. While these issues aren’t major, resolving them would make the overall experience much better. Review collected by and hosted on G2.com.

I use Suralink to upload request lists for our clients and to receive documents that our clients have uploaded for audit purposes. It is a secure platform that is easy to use with our clients. I like that it is user-friendly and simple to use as well. It has an easy interface to quickly upload documents, download documents, add requests, and add people to engagements. The initial setup was also very simple. Review collected by and hosted on G2.com.

The only suggestion for improving Suralink would be the search function. Currently, I have to only use one unique word in our client names or search by the first name only. When I type in a full client name, it does not give me accurate results. Review collected by and hosted on G2.com.

I use Suralink for sending out request lists to attest clients and I find its real-time capabilities incredibly beneficial. The audit trail feature is invaluable as it helps keep everyone honest, both employees at our firm and clients, and provides insight into where things might have gone wrong. The software’s ability to send periodic email reminders to clients when requested items are not turned in ensures deadlines are met, enhancing overall efficiency. Transitioning from using email and manual tracking to Suralink has significantly improved our time management. Additionally, the initial setup was remarkably easy; adding clients, creating a template in Excel, and importing the original lists was straightforward. I’m genuinely impressed with Suralink, so much so that I would recommend it with a score of 12/10. Review collected by and hosted on G2.com.

There are quite a few times when I request specific months of statements or files, and in order to update those dates when request lists are rolled forward, they have to be manually updated. This is mostly an inconvenience from a time and workflow standpoint, as it takes additional time to update the request items. Review collected by and hosted on G2.com.

I find Suralink immensely valuable for organizing my client engagements, as it simplifies client request list management and allows for real-time updates, making it easier for clients to see outstanding tasks. I appreciate how it holds both my team and our clients accountable, ensuring transparency and accountability across the board. The initial setup was very easy, proving how user-friendly the platform is from the outset. Although I haven't yet integrated it with other tools, I am excited by the potential to upgrade and take advantage of its available integrations. Transitioning from using Microsoft Excel for our PBC list to Suralink has been a significant improvement in efficiency and ease of use. I really enjoy the overall experience with Suralink and would enthusiastically recommend it, as reflected by my rating of 10 out of 10. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

Suralink provides a centralized, user-friendly platform for clients to securely upload and manage audit documentation. Its end-to-end workflow allows for clear request tracking, real-time updates, and seamless communication between teams and clients. The ability to monitor progress, assign tasks, and maintain version control helps us stay organized and meet deadlines more consistently. Review collected by and hosted on G2.com.

While Suralink is highly functional, the user interface can feel slightly overwhelming for first-time users. Initial onboarding might require some guidance for clients unfamiliar with the system. Additionally, occasional delays in syncing or notifications can cause minor communication lags. Review collected by and hosted on G2.com.

Efficiency & time savings

Automates the process of requesting documents (PBC requests), reducing manual back-and-forth.

Suralink

+2

SoftwareSuggest

+2

Built-in reminders and status updates reduce the need for manual follow-up.

Suralink

+2

Suralink

+2

The ability to reuse templates and roll over engagements year to year cuts down setup time.

Suralink

+1

Better visibility & tracking

Real-time dashboards and instant notifications provide insight into which documents have been requested, submitted, or delayed.

Suralink

+2

Software Advice

+2

Audit trails (who did what, when) help with accountability and compliance.

Suralink

+2

Suralink

+2

Improved client experience & collaboration

A centralized portal (rather than scattered emails / attachments) gives both firm and client a shared interface.

Suralink

+2

Software Advice

+2

The integrated e-signature functionality means clients can sign documents directly inside the same workflow.

Suralink

+2

SoftwareSuggest

+2

Less “email chasing” and fewer misunderstandings over which version or document is current. Review collected by and hosted on G2.com.

Cost / Licensing

As with many enterprise tools, cost can be a barrier, especially for smaller firms. (I didn’t find detailed public pricing, but specialized audit software tends to have nontrivial licensing fees.)

Some features (automation rules, API access, premium support) may only be available in higher-cost tiers.

Suralink

Onboarding / Change management

The transition from legacy email / spreadsheet workflows to Suralink requires training and adoption effort. Some users may resist changing their habitual processes.

Initial setup (creating templates, migrating existing client lists, defining permissions) takes time.

Dependency on client adoption

If clients are slow to adopt or uncomfortable with new tools, they may resist using the portal, uploading docs, or using e-signatures, which can blunt the benefit.

Some clients may prefer traditional means (email, paper), requiring parallel processes or extra support. Review collected by and hosted on G2.com.

What I like best about Suralink is its intuitive interface and seamless client collaboration features, which make managing requests and tracking progress incredibly efficient. The platform’s secure document exchange and real-time visibility into workflows help streamline audit and compliance processes, saving time and reducing risk. Review collected by and hosted on G2.com.

Sometimes downtime happens, especially when new updates are introduced that complicate existing workflows and create friction for users. With platforms like Suralink, these changes can occasionally disrupt the smooth exchange of requests and documentation, leading to confusion or delays. Users may express dislikes when familiar processes are altered or when system responsiveness is impacted, particularly during critical periods. Clear communication and proactive support are essential to help users adapt and maintain trust in the platform during these transitions. Review collected by and hosted on G2.com.

I really appreciate Suralink's secure file upload feature. It is extremely convenient and very user-friendly. This tool gives me confidence as it ensures that my client's documents and personal information are safe and not floating around the Internet, which is a huge plus for maintaining privacy. Additionally, the initial setup of Suralink was fairly easy, which was a relief since we primarily use it for securing file uploads. It allows me to comfortably handle sensitive information without resorting to email, which could be less secure. Review collected by and hosted on G2.com.

There is nothing that I do not like Review collected by and hosted on G2.com.

You no longer need to wait for clients in person when dealing with time zone differences. Easier to use and integrate client provided documents with their responses on chat. We can reject and re-request items if we are unsure of that. Review collected by and hosted on G2.com.

In my opinion, the interface of Suralink is not very user-friendly. I feel it could be more refined and intuitive. At the moment, I struggle to navigate between multiple client files efficiently. Additionally, there is no feature to indicate unread responses, which makes it harder to keep track of updates. Review collected by and hosted on G2.com.

I like the easy ability to send requests and transfer files to and from clients, and answer questions as needed in a well-organized software. It is great for keeping track of tasks. We use it daily. Review collected by and hosted on G2.com.

I'm not a huge fan of the recent update that has made it not possible to enter within a comment when i want to make a numbered list. Review collected by and hosted on G2.com.