--- title: Suralink Reviews meta_title: 'Suralink Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 176 reviews by the users' company size, role or industry to find out how Suralink works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 176 scale: '5' date_modified: '2026-08-07' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Suralink Reviews **Vendor:** Suralink **Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) **Average Rating:** 4.5/5.0 **Total Reviews:** 176 ## About Suralink Suralink is the agentic automation platform for accounting firms & their clients. We help our customers deliver their most efficient engagements ever. We do that by unifying the entire Request-to-Review process and empowering teams with configurable AI agents to pre-screen data, automate analysis, and deliver critical insights. Suralink Workpaper Suite integrates with any Excel-based binder solution and connects directly to Request List Management. It automates data matching for sample testing or population analysis, streamlines reviews with linked client documents, and enables direct client follow-up—all without ever leaving your Excel workpapers. Clients’ responses and support documents sync automatically into your workbook, ensuring real-time updates and smoother collaboration. By combining Request List Management’s powerful, secure document request management with Workpaper Suite’s seamless integration with Excel, Suralink empowers firms to simplify workflows, reduce manual tasks, and foster better collaboration with clients. These tools help firms keep engagements on track, minimize inefficiencies, and enhance client interactions—ensuring a more efficient and cost-effective engagement process from initial PBC requests to workpaper review. ## Suralink Pros & Cons **What users like:** - Users love the **intuitive ease of use** of Suralink, making client onboarding quick and hassle-free. (36 reviews) - Users value the **secure document sharing** of Suralink, ensuring safe uploads and easy interactions for confidential information. (14 reviews) - Users appreciate the **intuitive interface** of Suralink, which simplifies document management and enhances collaboration. (14 reviews) - Users value the **easy initial setup** of Suralink, ensuring a smooth transition and intuitive experience for all clients. (11 reviews) - Users highlight Suralink's **efficiency and time savings** , as it automates requests and enhances collaboration seamlessly. (9 reviews) - Users praise the **effective communication** features of Suralink, enabling seamless collaboration and efficient management of client requests. (8 reviews) - Users value the **great organizational tools** that streamline information exchange and keep requests neatly organized. (8 reviews) - Team Collaboration (7 reviews) - Users value the **secure document management** of Suralink, simplifying client communications and enhancing workflow efficiency. (6 reviews) - Security Compliance (6 reviews) **What users dislike:** - Users are frustrated by **poor notifications** from Suralink, which delay alerts for new client uploads and cause confusion. (9 reviews) - Users express frustration with **missing features** in Suralink, including limitations in email functionality and a subpar notification system. (8 reviews) - Users experience **file management limitations** with Suralink, making it difficult to attach additional files in existing email threads. (7 reviews) - Users experience **access issues** with Suralink, including difficulties locating files and challenges with Multi-Factor Authentication. (5 reviews) - Users face **difficult learning** curves with Suralink, struggling with uploading and accessing documents effectively. (5 reviews) - Users note that **download issues** arise due to lack of integration with other systems, complicating file transfer processes. (4 reviews) - Users find **email integration lacking** , particularly with glitchy Outlook add-ins and no notification history for client users. (4 reviews) - Poor Usability (4 reviews) - Users experience **software instability** with login issues and delays in notifications, hindering effective usage of Suralink. (4 reviews) - Communication Issues (3 reviews) ## Suralink Reviews ### 1. Suralink has perfected the process of tracking and receiving documentation from clients securely. **Rating:** 4.0/5.0 stars **Reviewed by:** Chandler S. | Audit Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** 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. **What problems is Suralink solving and how is that benefiting you?** Organizing documentation received from client. This reduces time that would be used re-sending PBC lists over and over again until everything has been received. Suralink has basically cut time down on audits, increasing profits. **Official Response from Pam Baumeister:** > Thank you for the honest and detailed feedback, Chandler, we appreciate it. We're glad tracking what has been received and not received has been useful, and we hear you on server load. We're keeping a running list of exactly this kind of input as we plan what's next. ### 2. Easy Client Item Requests with Clear Categories and Exports **Rating:** 4.0/5.0 stars **Reviewed by:** Casey L. | Admin Assist, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2026 **What do you like best about Suralink?** I like being able to request items from clients. I like that I can make categories and export that list for the client so they know exactly what we’re looking for. **What do you dislike about Suralink?** Sometimes I think it may be a little more difficult on our clients to use. We use it all the time, but if they are not as tech savvy, it leads to questions. **What problems is Suralink solving and how is that benefiting you?** Keeping important documents safe for our clients without having to go out to them and scan those files. **Official Response from Pam Baumeister:** > Thank you for the honest feedback, Casey, we appreciate it. We're glad request list management has been useful, and we hear you on the challenges with less tech savvy clients. This kind of specific feedback is more useful to us than you might think. If you're open to it, feel free to reach out to your account rep, we'd like to hear more. ### 3. Secure PBC Document Sharing Made Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Suralink?** I appreciate the ability to receive PBC documents in a secure manner. **What do you dislike about Suralink?** I don't like that if I want to add another user to our team, I have to send an email to request another license. I wish I could manage that within my account settings by myself for our firm. **What problems is Suralink solving and how is that benefiting you?** Sura link solves the PBC document problem by allowing us to securely receive documents from our clients. **Official Response from Pam Baumeister:** > Thank you for the honest review. We're happy to hear that the security of receiving documents has been beneficial and we hear you on requesting another license. This is a great data point for us as we think about where to invest next.. ### 4. Streamlined Client Communication with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Gabriele D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 10, 2026 **What do you like best about Suralink?** I like using Suralink for obtaining PBC information from clients and for client communication while avoiding email. The direct communication route is something I appreciate. I find it easy to use and it's simple to explain the process to clients. It accepts all document formats, which is quite handy. The setup and accessibility are straightforward, and document submission works well. **What do you dislike about Suralink?** I don't like how easy it is to download everything, which results in multiple identical downloads. Also, the tracking of downloads and notification settings could be improved. **What problems is Suralink solving and how is that benefiting you?** I use Suralink to obtain PBC information from clients, facilitate direct communication, and provide documents without email. It's easy to use and handles all document formats. **Official Response from Pam Baumeister:** > Thank you for the thoughtful feedback, we really appreciate it. It's great to hear Suralink has made PBC collection and client communication easier, and that moving away from email has been a real benefit for your workflow. We also hear you on the download tracking and notification settings. Notes like this genuinely influence what we prioritize. Thanks again for taking the time to share this. ### 5. Smooth Collaboration Platform with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Tushar M. | Assurance Senior, Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** 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. **What problems is Suralink solving and how is that benefiting you?** Suralink effectively addresses several challenges faced in financial audits, particularly around client collaboration and document management. Traditionally, exchanging audit evidence and supporting documents through emails or shared drives can be inefficient, disorganized, and prone to version-control issues. Suralink solves this by providing a centralized and secure platform where requests, client responses, and supporting documents are all tracked in real time. For me as an auditor, Suralink greatly improves efficiency and transparency throughout the audit process. It helps ensure that client-provided documents are organized and easily accessible, reducing the time spent following up on pending requests. The real-time status updates and notifications make it easier to monitor progress, and the audit trail enhances accountability and documentation quality. Overall, it streamlines communication with clients, minimizes confusion, and helps maintain a smoother, more structured audit workflow. ### 6. Quick, Clear Client Item Tracking and Status Visibility **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Suralink?** Suralink helps to quickly identify what items have been provided and helps the clients visually see the current status of items. **What do you dislike about Suralink?** Suralink seems to be down quite a bit, at inopportune times. **What problems is Suralink solving and how is that benefiting you?** Suralink is helping clients quickly see the status of outstanding items and hopefully helping them upload more timely and reducing travel. **Official Response from Pam Baumeister:** > Thank you for taking the time to share this! We're glad Suralink has made the request process easier for your team. We hear you on the system going down. We're keeping a running list of exactly this kind of input as we plan what's next. ### 7. Secure and User-Friendly Platform with Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Myrissa S. **Reviewed Date:** December 09, 2025 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** 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. **What problems is Suralink solving and how is that benefiting you?** I use Suralink for sharing and receiving audit documents securely. It's easy for our clients to use. The interface is user-friendly, allowing quick uploads and engagement management. ### 8. Clean Visuals and Easy-to-Use Section Separation **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2026 **What do you like best about Suralink?** Visual and ease of use. Being able to separate each section separately and not lumped together. **What do you dislike about Suralink?** System seems to be down quite a bit and not accessable. **What problems is Suralink solving and how is that benefiting you?** Helping with clients visualizing their current status of audits. **Official Response from Pam Baumeister:** > We appreciate your honest feedback, thank you. We're glad the visual nature has been useful, and we hear you on the system being down and inaccessible. Your specific feedback is helpful to us. If you're open to it, feel free to reach out to your account rep, we'd like to hear more. ### 9. Easy-to-Share Client Instructions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2026 **What do you like best about Suralink?** basic instruction that is already made available to easily share with client **What do you dislike about Suralink?** color code for documents are too small and not clear enough. **What problems is Suralink solving and how is that benefiting you?** Organized document request and easy to retrieve the docs **Official Response from Pam Baumeister:** > Thank you! We're glad the organization helps you retrieve documents and are grateful for the additional insight about color coding. We're keeping a running list of exactly this kind of input as we plan what's next. Appreciate you taking the time to share this. ### 10. Neatly Organized: Robust Folders and Subfolders **Rating:** 4.0/5.0 stars **Reviewed by:** Allison A. | Staff Auditor, Mid-Market (51-1000 emp.) **Reviewed Date:** June 30, 2026 **What do you like best about Suralink?** Folders and subfolders - makes things organized **What do you dislike about Suralink?** the mass emails for all audits - would prefer one email per audit with everything that was uploaded **What problems is Suralink solving and how is that benefiting you?** NA **Official Response from Pam Baumeister:** > Thank you for your review, Allison, we appreciate it. We're glad the folders and subfolders are helping you and your team stay organized. We hear you on the mass emails and preferring one email per audit. We're keeping a running list of exactly this kind of input as we plan what's next. ### 11. Secure file sharing **Rating:** 4.0/5.0 stars **Reviewed by:** Anusha B. | Senior, Enterprise (> 1000 emp.) **Reviewed Date:** January 20, 2026 **What do you like best about Suralink?** Ease of organizing client PBCs on the portal, ease of sharing files securely, timely notifications. **What do you dislike about Suralink?** If we’ve already sent a file within an email chain, Suralink doesn’t allow us to attach additional files in a new email within that same chain. We have to either start a new email thread or delete the files that were shared earlier in the trail. **What problems is Suralink solving and how is that benefiting you?** Secure file sharing **Official Response from Pam Baumeister:** > Thank you for sharing this, we appreciate the detailed feedback. It's great to hear that organizing PBCs, secure file sharing, and timely notifications have been working well for your team. We also hear you on the email chain limitation, not being able to attach additional files to an existing thread without starting over or removing what's already there is a real workflow friction point. This is a great data point for us as we think about where to invest next. ### 12. suralink is great **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** 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. **What problems is Suralink solving and how is that benefiting you?** Better audit / regulatory readiness The consolidated, organized system of requests, responses, and logs helps with audits and compliance reviews. The system can help ensure that nothing is overlooked (requests tracked, no duplicates, no “lost” emails). ### 13. Effortless File Transfers and Client Communication **Rating:** 4.0/5.0 stars **Reviewed by:** Dominik R. | Audit Senior, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2025 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** 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. **What problems is Suralink solving and how is that benefiting you?** It makes tasks easier to track and avoid cluttered organization of all audit-related items. ### 14. Great UI for Large Clients, But Needs a Simpler Option for Smaller Ones **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Suralink?** Great UI for larger clients. Easy to see progress and statuses. **What do you dislike about Suralink?** No current way to scale down for simpler clients (like tax). **What problems is Suralink solving and how is that benefiting you?** Helping out Audit team with their data requests. **Official Response from Pam Baumeister:** > Thank you for this, we really appreciate the detailed feedback. It's great to hear the UI has made tracking progress and statuses easier for your larger clients, that's exactly what we've built it for. You're also right that the experience today is designed with more complex engagements in mind, like audit, and we know that doesn't always translate well for simpler workflows like tax. We're taking this straight back to the team working on this. Thanks again for taking the time to share it. ### 15. Easy for Clients, But 2FA Prompts Are Annoying **Rating:** 3.5/5.0 stars **Reviewed by:** gustavo g. | Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** December 16, 2025 **What do you like best about Suralink?** its easy to explain how to use suralink to clients. **What do you dislike about Suralink?** i don't like that suralink ask the 2 factor authentication a lot even though i put trust the device. **What problems is Suralink solving and how is that benefiting you?** Secure trading of documents with clients. ### 16. User-Friendly for Clients, Clunky for Providers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about Suralink?** My clients love how easy it is to use—it's very user-friendly and intuitive. I also really appreciate that my view is almost identical to theirs, which makes it simple to walk them through any questions or issues that come up. **What do you dislike about Suralink?** There are several quality-of-life software features that could use improvement. The platform can feel clunky at times—for example, reorganizing request lists or identifying and reviewing uploaded files isn’t very smooth. It would be helpful to rename files to match the request name or preview them more easily to verify accuracy. The secure e-signature tool is another example; it's great in theory, but the inability to resize signatures or adjust formatting makes it a bit frustrating to use. These limitations can make the overall experience more tedious than it needs to be. **What problems is Suralink solving and how is that benefiting you?** Suralink helps centralize document collection, which reduces the back-and-forth and makes it easier to track what’s been received versus what’s still missing. It’s not perfect, but it does create a clearer process for both me and the client. ### 17. Suralink Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 26, 2025 **What do you like best about Suralink?** Suralink is fairly easy to use. I thought it would be a little more interactive, that I could have reminders sent when I want. The clients seem to be able to turn off the automatic reminders. Customer support is easy to get in touch with. No wait time. Setup took a bit of time but was not difficult. **What do you dislike about Suralink?** I dislike that when a client asks for a link to upload documents, the link is not private. Everyone gets the same link. There should be a way to generate a link for each client that no one else can open. **What problems is Suralink solving and how is that benefiting you?** We use it for file requests from our audit clients. ### 18. Smooth for our firm and our clients **Rating:** 4.0/5.0 stars **Reviewed by:** Jalee G. | Senior Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Suralink?** I love that Suralink shows a full history all of the activity that has occurred between the firm and the client. **What do you dislike about Suralink?** Sometimes Suralink has crashes and i cannot utilize it when needed. **What problems is Suralink solving and how is that benefiting you?** Suralink allows us to share documents seamlessly, including a full history of the activity for each document. I also love the secured email feature out of Suralink. ### 19. Suralink has made the audit process much easier. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 22, 2025 **What do you like best about Suralink?** The best part about Suralink is the progress tracker that helps both auditors and clients have a better understanding of what is needed to complete an engagement. **What do you dislike about Suralink?** The downside of using Suralink is that everything must be downloaded to your computer. There is no integration with a filing software such as Engagement to avoid having all files be downloaded manually. **What problems is Suralink solving and how is that benefiting you?** Suralink allows an easy place for customers to share files securely. This helps smooth the audit process and make things more efficient. ### 20. When tech meets organization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** September 09, 2025 **What do you like best about Suralink?** Ease of use. I have over 20 clients that use Suralink, I haven't spent more than 5 minutes showing or helping them how to use it. **What do you dislike about Suralink?** From a capabilities standpoint, would like to see AI tools offered whereby file contents can be scanned and users can show data points meeting auditor requirements. **What problems is Suralink solving and how is that benefiting you?** File manage, organization, and communication. ### 21. Nice interface, easy to use **Rating:** 4.0/5.0 stars **Reviewed by:** kristen.e.minks@gmail.com m. | Experienced Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2025 **What do you like best about Suralink?** I enjoy the clean and intuitive user interface, and the ease of sending requests to clients **What do you dislike about Suralink?** I don't like that there is not a way to see when a push notification was last sent to a client user. I also wish Suralink integrated better with Outlook; the add-in is glitchy and does not work in the newer version of Outlook. **What problems is Suralink solving and how is that benefiting you?** It allows us to securely share sensitive client information and easily send reminders for open items/info needed ### 22. Easy to Use and Excellent for Delivery Control **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2025 **What do you like best about Suralink?** Its ease of use for access and control of deliveries **What do you dislike about Suralink?** at the moment we have not found a disadvantage **What problems is Suralink solving and how is that benefiting you?** Problems with the delivery and receipt of large documents or volumes of information ### 23. Intuitive and easy to navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2025 **What do you like best about Suralink?** Highly sophisticated platform that is easy to navigate. Training new users is simple and quick. **What do you dislike about Suralink?** Can be too much sophistication for certain projects that require less involvement. **What problems is Suralink solving and how is that benefiting you?** Creation and organization of diligence lists. ### 24. Suralink Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Suralink?** I feel that Suralink is very user friendly and simple to use. I use it all the time with ease. **What do you dislike about Suralink?** It seems to get bogged down at times, but I can log out and back in and it works fine. **What problems is Suralink solving and how is that benefiting you?** Keeping client's information private and organized. ### 25. Works well enough, but has quite a few login issues. **Rating:** 3.5/5.0 stars **Reviewed by:** Krishna R. | Staff Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** March 27, 2025 **What do you like best about Suralink?** Fairly easy for clients to use, and its easy to contact clients for pending items. **What do you dislike about Suralink?** It has quite a few login issues which makes it difficult for clients to upload items. Also can have misleading notifications about uploading items. **What problems is Suralink solving and how is that benefiting you?** It makes it much easier to request and receive items from clients which saves us time compared to email. ### 26. Largely, clients find ease in sharing documents securely in the portal. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2025 **What do you like best about Suralink?** The secure portal gives peace of mind. The customer service is prompt and efficient. **What do you dislike about Suralink?** The name is awkward for clients. Sometimes, they have trouble logging in or accepting invites into the system. **What problems is Suralink solving and how is that benefiting you?** The secure portal to place final documents for clients is the most used feature. ### 27. Worked pretty well during my limited use **Rating:** 3.5/5.0 stars **Reviewed by:** dylan h. | associate, Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2025 **What do you like best about Suralink?** Easy layout format for the home page and quick find **What do you dislike about Suralink?** lot of info and can be a bit much and while to famaliarize **What problems is Suralink solving and how is that benefiting you?** client pbc ### 28. Easy to use **Rating:** 3.5/5.0 stars **Reviewed by:** Yesenia H. | Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** April 17, 2025 **What do you like best about Suralink?** Organization and numbers request on board. **What do you dislike about Suralink?** Theres no easy way to see what is still outstanding. **What problems is Suralink solving and how is that benefiting you?** Clients get to safely upload their documents. ### 29. Suralink is very easy program for our clients and us to keep moving on projects in a timely manner. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2025 **What do you like best about Suralink?** very user friendly for our clients to use **What do you dislike about Suralink?** So far, I have no dislikes as we have just started using only a few months ago **What problems is Suralink solving and how is that benefiting you?** Keeping us and the client communicating. ### 30. The set up and learning process feels somewhat complex **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2025 **What do you like best about Suralink?** All in one place, so that tracking and seeing the status is simple **What do you dislike about Suralink?** Set up can take a while and then teaching others to use it **What problems is Suralink solving and how is that benefiting you?** Tracking of information ### 31. Easy and secure portal to exchange documents **Rating:** 4.0/5.0 stars **Reviewed by:** Quynh P. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2023 **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. **What do you dislike about Suralink?** I was having a little trouble getting to the client dashboard where it shows all of my clients as I was used to just move my computer mouse to the clients tab and access the clients via recently view clients. It took a couple clicks before I could figure it out. Also, I think the tab that says Client List is a bit confusing (but maybe only for my case) as it does not show all clients but more of different folders for the same client. **What problems is Suralink solving and how is that benefiting you?** It provides a secure platform to exchange documents with clients. It also helps us keep track of the status of requests. ### 32. Great experience frequently using Suralink **Rating:** 4.0/5.0 stars **Reviewed by:** Carmen E. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Suralink?** All files are kept in one place for each client, progress tracking for requests, and direct communication with clients are all helpful working on multiple engagements at once. **What do you dislike about Suralink?** When adding comments on a specific requests, the view of comments vs full history can be a little confusing at times. I would rather it only show a full history. Sometimes I find it difficult to find a client that is not on the recently viewed client list. **What problems is Suralink solving and how is that benefiting you?** Suralink helps ease the process of clients providing a large amount of files at once, and keeps everything organized. It benefits me because it helps keep clients separate and organized. The "comment" feature eases communication which helps overall progress. ### 33. Good software but bugs get in the way of making it great **Rating:** 3.5/5.0 stars **Reviewed by:** Eric M. | Audit Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** Suralink is very easy to keep organized for engagements, and easy for clients to use. It is also an easy way to communicate with requests, and most clients love it once we get them set up initially. **What do you dislike about Suralink?** Prone to slowness and outages pretty frequently. Did not appear to be an issue last year but this year, particularly at the beginning of 2023, it was unusable for days at a time. **What problems is Suralink solving and how is that benefiting you?** Helps cut down on time going back and forth with client and time spent digging up old emails. Improves efficiencies on jobs and helps us look better with client as we both know what was provided and if any information was actually not sent. ### 34. Obtaining specific requests from clients **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 08, 2023 **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 efficient. I can also mark requests as completed or let the client know that it is still open, or that the provided item is not what we are looking for. It was easy for us to implement the program and we use it for most of our clients. **What do you dislike about Suralink?** It would be nice for a way to copy over common client contacts from one engagement to another because often different engagements need to be created for the same client. **What problems is Suralink solving and how is that benefiting you?** The client can upload requested file to that specific request. ### 35. Highly reviewed by audit team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 19, 2024 **What do you like best about Suralink?** Easy for clients to use. Very little hand holding required **What do you dislike about Suralink?** I don't use it myself, but no one has asked for an alternative **What problems is Suralink solving and how is that benefiting you?** Receiving and tracking required documents ### 36. Suralink has made my job a lot easier. **Rating:** 4.0/5.0 stars **Reviewed by:** Alex C. | Staff Auditor, Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2023 **What do you like best about Suralink?** It's adaptability to the various clients that I work on. **What do you dislike about Suralink?** It has only happened twice in the past year to my knowledge, but the site will sometimes crash and not allow me to log on. **What problems is Suralink solving and how is that benefiting you?** One location for everyone on an audit team to request and receive support for the audit. Instead of sending a ton of emails you just log onto the portal. ### 37. User friendly platform **Rating:** 4.0/5.0 stars **Reviewed by:** David R. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 13, 2023 **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?** It would be beneficial that the either user could use a tickbox to send the receiving user an email when they've uploaded something **What problems is Suralink solving and how is that benefiting you?** Tracking progress of the audit ### 38. It is organized well but often has some lag and login issues. **Rating:** 4.0/5.0 stars **Reviewed by:** Jack B. | Associate Planner, Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** Its organization structure and ability to share info in multiple ways. **What do you dislike about Suralink?** Clients often have trouble accessing or getting through login. **What problems is Suralink solving and how is that benefiting you?** Secure Information sharing to and from clients. ### 39. Efficient collaboration made easy with Suralink **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** I appreciate Suralink's intuitive interface that siplifies document management, fostering seamless collaboration within teams. The platform's robust features make it a standout choice for efficient and secure task tracking. **What do you dislike about Suralink?** Occasional glitches in the user interface. **What problems is Suralink solving and how is that benefiting you?** Suralink addresses the challenges of streamlined document management and collaboration, simplifying our workflow. ### 40. It is helpful most of all, but I have something to say **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2023 **What do you like best about Suralink?** I like how you can provide a request list. **What do you dislike about Suralink?** I don't like the recent change of only being able to review only recent clients. And it is very difficult to scroll through the clients in the client dashboard! **What problems is Suralink solving and how is that benefiting you?** Ease of use. ### 41. Good third-party file transfer site for PBC audit requests **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Suralink?** Keeping PBC audit requests organized, transferring large files. **What do you dislike about Suralink?** Client's have issues with interface on occasion. **What problems is Suralink solving and how is that benefiting you?** Keeping requests organized, transferring files. ### 42. Suralink is easy to use and stores multiple years of tax returns for your reference **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 26, 2021 **What do you like best about Suralink?** I like to see all my past tax returns all in one place. **What do you dislike about Suralink?** After login, the system calls your attention to things your tax accountant has loaded that do not need your attention. **Recommendations to others considering Suralink:** Implementation is key - spend the time to set it up properly or your clients will get frustrated **What problems is Suralink solving and how is that benefiting you?** All tax returns are stored electronically and so easy to download past returns to view them and compare with current year. ## Suralink Discussions - [What is a PBC accounting?](https://www.g2.com/discussions/what-is-a-pbc-accounting) - [Is Suralink safe?](https://www.g2.com/discussions/is-suralink-safe) - [How do you use Suralink?](https://www.g2.com/discussions/how-do-you-use-suralink) - [What does Suralink do?](https://www.g2.com/discussions/what-does-suralink-do) - [View Suralink pricing details and edition comparison](https://www.g2.com/products/suralink/reviews?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+00%3A20%3A58+-0500&secure%5Bsession_id%5D=ee014234-885f-4489-8a7b-c87a9ce7ab6a&secure%5Btoken%5D=3f009c3ec113dd4ac2af681ccb9dfa59cf0b793f5fa9d0efd8149122fcf21fd4&format=llm_user) ## Suralink Integrations - [Caseware](https://www.g2.com/products/caseware/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Power BI](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews) - [Trullion](https://www.g2.com/products/trullion/reviews) ## Suralink Features **Communication** - Client Portals - Automation - Consolidation **Data Capture** - Multi-format Support - OCR Capabilities **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Collaboration** - Collaboration - Tasks - Approval Process Control **Data Extraction** - Pattern Detection and Recognition - Text Classification - Data Classification - Voice Recognition - Optical Character Recognition **Billing** - Activity Dashboard **Data Validation** - Accuracy Checking **Agentic AI - Financial Audit** - Proactive Assistance **Onboarding** - Document Templates - Checklists - New Client - Customizable Templates **Workflow Automation** - Natural Language Processing - Process Integration - Third-Party Integrations **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Third-Party Integrations **Document Management** - Search Functionality - Version Control - Full Text Search - Semantic Search - Contextual Search - Boolean Search **Machine Learning** - Custom Model Training **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration **Additional Functionality** - Invoice Management - Expense Tracking - Generative AI - Online Payments - Messaging - Financial Analysis - Email Management - Workflow Management - Customizable Reports - Client Management - Document Management - Time Tracking - Staff Management - Timer - Search/Filter - For Accountants - Multi-Currency - Financial Management - For CPA Firms - API - Progress Tracking - Task Management - Secure Data Storage - Electronic Payments - Reporting & Statistics - Credit Card Processing - Time & Expense Tracking - Project Management - Appointment Management - Approval Workflow - Billing & Invoicing - Document Storage - Status Tracking - Configurable Workflow - Due Date Tracking - Project Time Tracking - Reminders - Accounting - Data Import/Export - AI Copilot - Reporting/Analytics - Customizable Branding - Invoice Processing **Natural Language Processing** - Sentiment Analysis - Text Analysis - Entity Analysis - Trend Analysis **Semantic Analysis** - Contextual Understanding **Data Integration** - API Support **Security** - Compliance Standards - Data Encryption **Additional Functionality** - Generative AI - Activity Dashboard - AI Copilot - Drag & Drop - Calendar Management - Reporting & Statistics - Customizable Forms - Forms Management - Alerts/Notifications - Role-Based Permissions - Phonetic Variation Detection - CRM - Email Management - Data Capture and Transfer - Access Controls/Permissions - Workflow Management - Electronic Forms - Abbreviation Detection - Web Forms - Multiple Data Sources - Mis-Keyed Variation Detection - Data Import/Export - Data Replication - Document Management - Data Extraction - Customizable Reports - Customizable Branding - Offline Access - Electronic Signature - Data Retrieval - Collaboration Tools - Barcode/Ticket Scanning - Email Address Extraction - Customizable Fields - Task Management - Audit Management - Image Capture - Configurable Workflow - API - Data Visualization - Customizable Templates - Conditional Logic - Audit Trail - Activity Tracking - Real-Time Updates - Summarization - Customer Experience Management - Tagging - Real-Time Analytics - Predictive Modeling - Data Analysis Tools - Filtering - Commenting/Notes - Categorization/Grouping - Data Verification - AI/Machine Learning - Visual Analytics - Customer Segmentation - Search/Filter - Data Cleansing - Topic Clustering - Multi-Language - Language Detection - Spam Detection - Predictive Analytics - Customer Profiles - Metadata Management ## Top Suralink Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (912 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (802 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (712 reviews)