--- 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: '2026-07-21' 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 Keeps Clients and Firms Organized, Clear, and Accountable **Rating:** 5.0/5.0 stars **Reviewed by:** Claire S. | Supervisor, Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2026 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** 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. **What problems is Suralink solving and how is that benefiting you?** This is a place to securely store and share client files. Before joining a firm that used Suralink, I didn’t have anything that felt both safe and effective while still being user-friendly. I also like being able to see a clear paper trail of who is doing what, so we can track the status and confirm whether the client has viewed what we needed them to see. Communication through Suralink is also really efficient, since it keeps everything in one place instead of having multiple email chains to sort through and track. **Official Response from Pam Baumeister:** > Thanks for the detailed feedback, Claire, this is really valuable. Your point about a status bar for downloads is a great insight, too. This is the kind of thing that changes our roadmap conversations. ### 2. Streamlines Audit Collaboration & Strong Audit Trail **Rating:** 5.0/5.0 stars **Reviewed by:** Sanjay S. | Audit senior manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2026 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** 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. **What problems is Suralink solving and how is that benefiting you?** Secure file sharing and information requests. The restricted user setup is a plus for the BOD and for sharing other important minutes. Status updates are easy to manage, and the report generation tool is excellent. It also supports setting up multiple entities. **Official Response from Pam Baumeister:** > Thank you for the insightful feedback, Sanjay, we appreciate it. We're happy to heat that status updates are easy to manage and that it helps with collaboration between teams. Thanks for your input on hear you on switching between US and Europe regions. This is exactly the kind of detail that helps us prioritize the right things. Feel free to reach out to your account rep, we'd like to hear more. ### 3. 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. ### 4. Easy to Use, with Powerful Filters, Search, and Upload History Tracking **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Suralink?** 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 **What do you dislike about Suralink?** 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. **What problems is Suralink solving and how is that benefiting you?** Client uploads are easy to track, and everything is kept in one place. I don’t need to dig through emails to find what I’m looking for. **Official Response from Pam Baumeister:** > Thank you for the honest feedback.. We're happy to hear filters and search functions are useful, and we hear you on wanting to not have to go through the entire support listing for all of your pdfs. 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, and tell us more. ### 5. Boosts Client Satisfaction by Eliminating Duplicate Requests **Rating:** 5.0/5.0 stars **Reviewed by:** David B. | Audit Principal, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2026 **What do you like best about Suralink?** It improves client satisfaction by reducing the number of duplicate requests the client receives for the same item that's already been provided. **What do you dislike about Suralink?** I wish there was a mobile app where I could easily check status remotely if I'm not at my laptop. **What problems is Suralink solving and how is that benefiting you?** It simplifies the PBC process and improves client satisfaction because all team members can see exactly what’s been provided in real time. Before suralink, we used excel spreadsheets for PBC lists and clients often got duplicate requests from different team members, which clients do not like. **Official Response from Pam Baumeister:** > Thank you for taking the time to share your honest feedback, David, we appreciate it. We're glad the PBC process has been simplified and streamlined for you and your team. We hear you on mobile app suggestion. This kind of specific idea is quite helpful. We're keeping a running list of exactly this kind of input as we plan what's next. ### 6. Suralink Streamlines Document Collection Effortlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Allie C. | Tax Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Suralink?** 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! **What do you dislike about Suralink?** That you can’t really be a client and a document requester you have to be either or. **What problems is Suralink solving and how is that benefiting you?** The problem of PBC lists for our tax teams. We used to send extensive tax checklist items to clients and now we use suralink. Same for our auditors, this allows them to more easily retrieve the audit documentation from their clients **Official Response from Pam Baumeister:** > Allie, we really appreciate this review, thank you! It delights us to hear to that the PBC process has made engagements easier for your team. Thank you for the feedback on the fact that users have to be client or document requester, not both. This is exactly the kind of detail that helps us prioritize the right things. ### 7. Highly Customizable Requests That Are Easy to Create **Rating:** 5.0/5.0 stars **Reviewed by:** David H. | Auditor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** 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. **What problems is Suralink solving and how is that benefiting you?** Protecting our clients’ data is extremely important to us. We handle confidential information every day, and Suralink helps us safeguard our clients by keeping their data protected. **Official Response from Pam Baumeister:** > We really appreciate this, David, thank you! It's great to hear that the customizability has made tracking requests easier for your team. We hear you on the date filter. This is exactly the kind of detail that helps us prioritize the right things. ### 8. Suralink Streamlines Document Requests into a Repeatable Process **Rating:** 5.0/5.0 stars **Reviewed by:** Adam S. | Senior Manager, Assurance, Enterprise (> 1000 emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** Suralink might be overkill for some engagements where the amount of documents, number of collaborators or the type of client are not a fit. **What problems is Suralink solving and how is that benefiting you?** Suralink collapses the request process into a single process instead of multiple, allowing for a streamlined engagement. **Official Response from Pam Baumeister:** > Thank you for taking the time to share your thoughts, Adam! We're happy to hear that Suralink has made the request process more streamlined for your team. Your thoughts help us know where to focus next. If you ever have suggestions for what else would help, we'd love to hear them. ### 9. Well rounded prodcut **Rating:** 5.0/5.0 stars **Reviewed by:** Justin M. | Audit Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** July 23, 2025 **What do you like best about Suralink?** I like being able to rollforward prior pbc lists and the ability to track tasks in the software. I also enjoy the ability to provide files to clinets easily. **What do you dislike about Suralink?** There is a learning curve to importing from excel **What problems is Suralink solving and how is that benefiting you?** Suralink provide a platform to allow us to collect large amounts of client forms and other supporting documents in a categorized manner. It benefits us by being able to provide easy access to our clients with detailed listings or requests. **Official Response from Pam Baumeister:** > We really appreciate this review, Justin, thank you! It's great to hear that tracking tasks and categorizing documents has made things easier for your team. We hear you on the learning curve.This is exactly the kind of detail that helps us prioritize the right things. ### 10. User-Friendly Layout and Color-Coded Status Updates **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Suralink?** Suralink has a user-friendly layout. The best function is the status change button with corresponding colors. This means that auditors and auditees can quickly assess the status of the files provided. **What do you dislike about Suralink?** I wish there was a better screen to display my clients instead of being forced to use the dashboard tab. The recently viewed client list can only show a max of 20, so navigating to a client not recently viewed can be cumbersome. **What problems is Suralink solving and how is that benefiting you?** The new datasnipper tools, preview upload page, and workpaper integrations are phenomenal. All of these tools save time in downloading or clicking back to source documents in the review phase. **Official Response from Pam Baumeister:** > Thank you for the honest review. We're glad the datasnipper tool, preview upload, and workpaper integrations have saved your team time. We head you on the screen display functionality. Notes like this genuinely influence what we prioritize. If you're open to it, feel free to reach out to your account rep, we'd like to hear more. ### 11. Easy for Accountants and Clients, with Simple PBC Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Suralink?** It is very easy for both accountants and clients to use. I am able to organize by PBCs in a way my previous platform did not make as simple. **What do you dislike about Suralink?** I really like everything about it. The default setting sends a lot of emails, but I send them to a different folder so they are segregated. Therefore it doesnt bother me too much **What problems is Suralink solving and how is that benefiting you?** It is combining everything about PBCs that I need into one place. Being able to see what clients have provided vs. not, and then being able to accept or decline, leave comments etc make it nice all in one spot **Official Response from Pam Baumeister:** > Thank you for taking the time to share your thoughts! We're glad Suralink has made organizing PBC's simpler for your team. This helps us understand where to focus next, and we'll keep building on it. If you ever have suggestions for what else would help, we'd love to hear them. ### 12. Easily Organise and Group Evidence Requests Without Email Chaos **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2026 **What do you like best about Suralink?** Definitely the ease or organising evidence requests - the fact that multiple requests can be set up and grouped in one place, avoiding the use of emails. **What do you dislike about Suralink?** One improvement would be to allow users to control email notifications sent to clients - sometimes a criticism from clients is the number of reminder emails received, particularly for requests that may relate to others within an assignment (where there are multiple users providing documents). **What problems is Suralink solving and how is that benefiting you?** The speed at which documents are received from clients - ultimately this leads to efficiencies and cost-savings and improves client relations also. **Official Response from Pam Baumeister:** > Thank you for taking the time to share your thoughts with us! We're glad Suralink has made organizing easier for your team. We hear you on your suggestion of reducing the email notifications for clients. This is the kind of thing that changes our roadmap conversations. ### 13. Intuitive and Streamlined for Audit Engagements **Rating:** 5.0/5.0 stars **Reviewed by:** Nate C. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2026 **What do you like best about Suralink?** I like how Suralink allows for an interactive PBC list where clients can upload large or confidential documents with ease. Everything is very intuitive, and when we have new clients coming into the platform, there's really no learning curve at all. I also appreciate the many features, like the status of requests and assigning tasks, which help streamline our audit engagements. The controller at the client can assign her team to certain requests, making the process smoother. The initial setup was extremely easy, making the transition from our old Document software, which was application-based and lacking in several areas, much easier. I'm very satisfied, as reflected in my high recommendation score. **What do you dislike about Suralink?** Honestly, there is nothing I don't like about Suralink. **What problems is Suralink solving and how is that benefiting you?** Suralink allows for easy client uploads of large or confidential documents with an interactive PBC list. It's intuitive, with no learning curve for new clients, and helps streamline tasks with features like request statuses and task assignments, unlike our previous application-based software. **Official Response from Pam Baumeister:** > Thank you for taking the time to share this, Nate! We're glad Suralink has made the request process easier for your team. This helps us understand where to focus next, and we'll keep building on it. If you ever have suggestions for what else would help, we'd love to hear them. ### 14. Intuitive, Color-Coded UI That Makes Tracking Requests Easy **Rating:** 4.5/5.0 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?** The color coded system to track the status of various request. The ability to roll forward request list is also very useful. Overall the UI is very intuitive and easy to use. **What do you dislike about Suralink?** At times I have a hard time finding client that I do not access frequently difficult. Seems like there should be a more efficient way to browse through the client listing. **What problems is Suralink solving and how is that benefiting you?** It is a helpful tool to keep my client's on schedule as they can easily visualized what has yet to be provided, or what needs to be updated. **Official Response from Pam Baumeister:** > We really appreciate your feedback, thank you! It's great to hear the color-coded system has made tracking requests easier for your team. This is exactly the kind of detail that helps us prioritize the right things. We hear you on finding files you haven't used for a while. We're keeping a running list of exactly this kind of input as we plan what's next. ### 15. Suralink’s Simplicity and Efficiency Shine **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew D. | Senior Auditor, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Suralink?** I like suralink for its Simplicity and efficiency. **What do you dislike about Suralink?** I dont like how if you cannot be a firm user and a client. that sometimes creates issues for outsourced accountants. **What problems is Suralink solving and how is that benefiting you?** it seems like suralink is always improving and adding new features **Official Response from Pam Baumeister:** > Thank you for taking the time to give us such high praise! We're glad Suralink has made simpler and easier for your team. This helps us understand where to focus next, and we'll keep building on it. If you want to share more about what you think might help for being both a firm and a client, we'd love to hear. ### 16. Easy Engagements and Clear Client Communication **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2026 **What do you like best about Suralink?** It’s easy to use for creating engagements and requests, and it’s very helpful to be able to communicate with clients about specific items. **What do you dislike about Suralink?** It would be helpful to receive immediate notifications specifically when clients leave comments on requests, so I can respond in a timely manner. **What problems is Suralink solving and how is that benefiting you?** Suralink helps me keep track of client requests in one place and allows discussion on each request. The ease of file sharing via uploads is also convenient and reduces version control issues **Official Response from Pam Baumeister:** > We really appreciate your review, thank you! It's great to hear file sharing makes engagements easier for your team. We hear you on immediate notifications when clients leave comments on requests. This kind of specific feedback is very useful. If you're open to it, feel free to reach out to your account rep, we'd like to hear more. ### 17. 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. ### 18. 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.. ### 19. Clients and staff see the shared benefit of using Suralink **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** March 11, 2026 **What do you like best about Suralink?** The best thing about Suralink is the ease of use for the clients and staff. When setup properly It is a great way to collect client documents safely and efficiently. **What do you dislike about Suralink?** The only downside to Suralink is that clients often upload documents for other family members or entities to one folder and sorting them can be time consuming. To solve this issue I add folders for any additional family members of entities so the client can access and upload everything needed in one place. **What problems is Suralink solving and how is that benefiting you?** Secure document transfer is a constant concern. We are able to upload documents to the clients, and they are able to upload their documents to us in a secure fashion. **Official Response from Pam Baumeister:** > Thank you for taking the time to review Suralink! We're glad Suralink has made uploads more secure for your clients and your team. Sounds like you have a workaround for the additional clients or entities uploading to a different folder. Your experience helps us understand where to focus next, and we'll keep building on it. If you ever have suggestions for what else would help, we'd love to hear them. ### 20. 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. ### 21. 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. ### 22. Effortless Client Document Uploads **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2026 **What do you like best about Suralink?** I like how easy it is for clients to upload documents to us. **What do you dislike about Suralink?** I do not like how there are shutdowns quite often. **What problems is Suralink solving and how is that benefiting you?** Suralink leaves a good audit trail for what the client has and has not provided so we can hold them accountable to provide information. **Official Response from Pam Baumeister:** > Thank you for taking time to give your the honest feedback! We're glad uploads from your clients has been helpful, and we hear you on the shutdowns your experiencing. Your 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 to tell us more. ### 23. Easy Website Setup That Makes Client Work Simpler **Rating:** 5.0/5.0 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 like the website’s setup options. It’s easy to get everything set up, and it makes working with clients much easier. **What do you dislike about Suralink?** The new suralink set up looks a bit overwhelming. The layout should be made to be easier to see as a client. **What problems is Suralink solving and how is that benefiting you?** The problem to email back and forth with clients. It saves a lot of time. **Official Response from Pam Baumeister:** > Thank you! We're glad the website setup options are helping make working with clients easier. We hear you on making the layout easier to see as a client. This kind of specific feedback is more useful to us than you might think, and we appreciate you taking the time to share your experience. ### 24. Easy, Collaborative Client Communication with Well-Organized Requests **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Suralink?** Organization of the requests, communication with clients is easy and collaborative **What do you dislike about Suralink?** Suralink can be difficult to navigate and manage when there are many open requests, making tracking updates and responses less efficient than it could be **What problems is Suralink solving and how is that benefiting you?** Suralink helps centralize and track request lists, reducing email back-and-forth and improving organization and transparency in the audit process. **Official Response from Pam Baumeister:** > Thank you for the honest feedback, we appreciate it. We're glad the organization of requests and communication with clients has become easier for your team. We hear you on navigation and managing many open requests. 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. ### 25. Easy Interface, Efficient Real-Time Collaboration, and Promising New AI Updates **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Suralink?** Easy interface on both client and audit team sides. Realtime uploads and comment features are very helpful and efficient. New updates include improved features especially the new AI tool we are testing. **What do you dislike about Suralink?** Can only open one instance instead of multiple tabs. Somewhat spotty with issues logging in or bugs. **What problems is Suralink solving and how is that benefiting you?** PBC tracking and client communication **Official Response from Pam Baumeister:** > We really appreciate your thoughts, thank you! It's fantastic to hear that realtime uploads and comment features are helping your team. We hear you on the only being able to open one instance at time and other issues. 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. ### 26. 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. ### 27. 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. ### 28. 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. ### 29. Streamlined Client Communication with Stellar Ease of Use **Rating:** 5.0/5.0 stars **Reviewed by:** Valerie S. **Reviewed Date:** November 13, 2025 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** 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. **What problems is Suralink solving and how is that benefiting you?** I use Suralink to automate request list management, improving time management by sending reminders and tracking status, which keeps everyone accountable. Initial setup was simple. However, manually updating rolled-forward dates is a little time-consuming. ### 30. Efficient Client Management Made Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha S. **Reviewed Date:** November 13, 2025 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** Nothing **What problems is Suralink solving and how is that benefiting you?** I find Suralink makes it easy to prepare and manage a PBC list in real time, helping me organize engagements, simplifying client visibility on open items, and ensuring accountability for both teams. ### 31. Very useful for financial statement audit engagements. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Suralink?** Helps keep multiple parties organized and easily identify outstanding items. **What do you dislike about Suralink?** Although it is rare, sometimes there are outages for us, which can be frustrating. **What problems is Suralink solving and how is that benefiting you?** Organizing document requests, identifying outstanding items, communicating with clients without bombarding them with constant emails. **Official Response from Pam Baumeister:** > We really appreciate this review, thank you! It's great to hear Suralink is helping your team stay organized. This is exactly the kind of detail that helps us prioritize the right things. We hear you on the outages and are keeping a running list of this kind of input to inform where we focus next. ### 32. Streamlined and Reliable Audit Data Collection Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Shaily S. | Audit Associate, Enterprise (> 1000 emp.) **Reviewed Date:** August 12, 2025 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** 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. **What problems is Suralink solving and how is that benefiting you?** Suralink solves several key problems in the audit process, most notably around request tracking, document version control, and secure file exchange. Before using Suralink, managing audit PBC (Prepared By Client) lists through email and spreadsheets was time-consuming and prone to errors. Now, with a centralized platform, I can easily track which documents have been received, which are outstanding, and communicate directly within each request. This has significantly improved our workflow efficiency, reduced follow-up emails, and helped ensure timely delivery of audit evidence. The ability to assign and organize requests by category or priority has also made managing multiple engagements much more streamlined. ### 33. Easy to Use with a Great Dashboard Clients Love **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2026 **What do you like best about Suralink?** Easy to use, clients love it, dashboard is great **What do you dislike about Suralink?** Sometimes client upload to the wrong PBC number and it's difficult to locate. **What problems is Suralink solving and how is that benefiting you?** Eliminates the problem of "I emailed that to you three weeks ago" **Official Response from Pam Baumeister:** > Thank you for your review! It's great to hear that it's easy to use for your clients and for your team. Your feedback on finding an upload with the wrong PBC number is helpful. This is exactly the kind of detail that helps us prioritize the right things. ### 34. 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. ### 35. 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. ### 36. 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. ### 37. 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). ### 38. Easy to use and Client Friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Hui T. | Risk Advisory Senior, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** 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. **What problems is Suralink solving and how is that benefiting you?** As a Risk Advisory Consultant, Suralink helps solve the challenge of managing and organizing large volumes of client evidence during audits and assessments. By serving as a centralized, secure repository, it streamlines the request and documentation process, reduces back-and-forth communication, and ensures real-time visibility into the status of each item. This not only improves efficiency and accountability but also enhances the overall quality and timeliness of our risk reviews. ### 39. Great Request List Organization That Simplifies Client Communication **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel J. | Senior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 09, 2026 **What do you like best about Suralink?** Great organization of request lists. Makes client communication easy. **What do you dislike about Suralink?** The user interface takes some getting used to **What problems is Suralink solving and how is that benefiting you?** Client communication breakdowns and keeping them updated **Official Response from Pam Baumeister:** > We really appreciate your review, Daniel, thank you! It's great to hear communicating with clients has been easier for your team. This is exactly the kind of detail that helps us prioritize the right things. ### 40. Secure and User-Friendly Document Management **Rating:** 5.0/5.0 stars **Reviewed by:** Rudy G. **Reviewed Date:** November 21, 2025 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** There is nothing that I do not like **What problems is Suralink solving and how is that benefiting you?** I find that Suralink securely manages document exchange, providing peace of mind by safeguarding client information from the vulnerabilities of email, all while being user-friendly and convenient. ### 41. An innovative client interaction gimmick **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** 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. **What do you dislike about Suralink?** 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. **What problems is Suralink solving and how is that benefiting you?** We no longer need to wait for client calls or emails to request documents. Instead, we can simply create a request in the Suralink space for the relevant client at any time of day. This allows us to receive responses from the client without having to interact with them directly. ### 42. 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. ### 43. Helpful Audit Document Organization with Handy Reminders **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2026 **What do you like best about Suralink?** Clients found it very helpful for organizing the documents they needed to upload for audit purposes. They get reminders as well **What do you dislike about Suralink?** So far we like it and don’t find any dislike. Will try to use it for tax **What problems is Suralink solving and how is that benefiting you?** The program allows faster and smoother workflow to collect documents- less bottleneck **Official Response from Pam Baumeister:** > Thank you for taking the time to review! We're glad Suralink has made things faster and smoother for your team. This helps us understand where to focus out attention next. If you ever have suggestions for what else would help, we'd love to hear them. ### 44. Easy to Use—Clients Love It **Rating:** 5.0/5.0 stars **Reviewed by:** Eric G. | partner, Mid-Market (51-1000 emp.) **Reviewed Date:** February 19, 2026 **What do you like best about Suralink?** Easy to use, clients love the tool and interface. **What do you dislike about Suralink?** Would love to see more integratoin into our audit software **What problems is Suralink solving and how is that benefiting you?** exchange of data to/from clients **Official Response from Pam Baumeister:** > Thank you for taking the time to share your thoughts, Eric. We're glad Suralink has made exchanging date with and from clients easier for your team. We hear you on the integration for audit software and This helps us understand where to focus next. If you ever have suggestions for what else would help, we'd love to hear them. ### 45. Suralink's user experienced is very streamlined, easy to use, and simple for clients to use as well. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** I like that Suralink is not overly complicated, and is very accessible for almost all of our clients who have varying levels of technological experience. It helps keep audit requests in one place, and allows straightforward project management. **What do you dislike about Suralink?** Some of our clients have had issues with the Multi-Factor Authentication, and it eventually locks their accounts, which causes hiccups in the process. **What problems is Suralink solving and how is that benefiting you?** It helps our team keep track of all of the requests that we receive for our audits, which makes each audit year after year go much more smoothly. We can see the different reports and documentation that we received in the prior year's audit, and roll those requests forward to the current year audit. This makes our communication with the client much more streamlined. ### 46. Great Experience So Far with Suralink **Rating:** 5.0/5.0 stars **Reviewed by:** Paul S. | CPA/Firm Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2025 **What do you like best about Suralink?** The best thing about Suralink is having all the client dialogue and exchanges of document requests and documents delivered in one place. Also that it is easy to access and accomodates multiple client users. Also the ability to download all the documents at once in various file tree structures. Also the added Secure Send built in allows me to put a link in my emails and provide to anyone to send me files securely (and for me to send them files securely though links). Also, this secure send is built into Outlook through an Outlook Add-in. **What do you dislike about Suralink?** Only real downside is that it isn't integrated with our existing document management/storage system. So we have to download and transfer files to our other systems like Smartvault and AdvanceFlow for example. But Suralink doesn't hold itself out to be a document management/storage system - it's more of a workflow tool. **What problems is Suralink solving and how is that benefiting you?** Having all dialogue and client deliverables in one central place. ### 47. Easy to Use and Cuts Down Our Workload **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2026 **What do you like best about Suralink?** The ease of use and the work it cuts down **What do you dislike about Suralink?** Some clients don’t like technology and struggle. **What problems is Suralink solving and how is that benefiting you?** Saving us time by making sending open items lists easy as well as getting the info uploaded to our system. **Official Response from Pam Baumeister:** > Thank you for taking the time to share this! We're glad Suralink has made things easier for your team. This helps us understand where to focus next, and we'll keep building on it. If you ever have suggestions for what else would help, we'd love to hear them. ### 48. 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. ### 49. Very organized - easy to communicate with clients. **Rating:** 5.0/5.0 stars **Reviewed by:** Junaid R. | Senior Audit Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about Suralink?** As an auditor, our responsibility is to deliver an organized request listing to the client detailing all the items needed to conduct the audit. Suralink does a great job of making everything neatly organized and easy to understand. If there are any follow-ups, I can directly communicate with the clients using the Suralink site. **What do you dislike about Suralink?** Sometimes it can be a bit difficult to add a new client to the portal. That's moreso on the client to gain an understanding of the website. Besides that, no issues! **What problems is Suralink solving and how is that benefiting you?** It is organizing all requests for audit purposes. Instead of hundreds of back and forth emails with numerous attachments, it houses all necessary documents on one page. ### 50. Using suralink in M&A transactions **Rating:** 5.0/5.0 stars **Reviewed by:** Renato d. | Senior consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 15, 2025 **What do you like best about Suralink?** suralink helps a lot to reduce the time spent during the information-gathering process in an M&A transaction. Its practical download functionalities, practical traceability, dynamic comments and organization help a lot in a process where time is crucial. In addition, the reports generated by the platform are very useful for facilitating communication. **What do you dislike about Suralink?** We face some language barriers with non-native English speakers and I feel there is room for improvement in the way requests are created and updated. The two-step verification process via Autenticator was also a problem in some cases due to organizational constraints, I would recommend checking other ways to perform the two-step verification. **What problems is Suralink solving and how is that benefiting you?** Time spent on request lists Organization Traceability Practical and organized downloads ## 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?section=pricing&secure%5Bexpires_at%5D=2026-08-01+12%3A27%3A13+-0500&secure%5Bsession_id%5D=9a00abb2-a04e-4636-9fd6-1fecff26b33c&secure%5Btoken%5D=16a451ecd27cfc9e85ace009192f95da3e1d6d2633c834c825665f54af23149b&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 **Data Extraction** - Entity Recognition - Text Classification **Data Validation** - Accuracy Checking **Agentic AI - Financial Audit** - Proactive Assistance **Onboarding** - Templates - Checklists - New Client **Workflow Automation** - Batch Processing - Process Integration **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Document Management** - Search Functionality - Version Control **Machine Learning** - Custom Model Training **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration **Natural Language Processing** - Sentiment Analysis **Semantic Analysis** - Contextual Understanding **Data Integration** - API Support **Security** - Compliance Standards - Data Encryption ## Top Suralink Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (890 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (793 reviews) - [TaxDome](https://www.g2.com/products/taxdome/reviews) - 4.7/5.0 (699 reviews)