Verified User in Computer & Network Security
AC
Verified User in Computer & Network Security
Mid-Market (51-1000 emp.)
"Very User-Friendly Audit Tool"
5/5
What do you like best about Suralink?

We use Suralink for audits - very user friendly! Review collected by and hosted on G2.com.

What do you dislike about Suralink?

We have used Suralink for 4 years now and I haven't had any issues Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

Helps with placing all needed documents for our audits in one place. It is secure so we feel safe putting information into this platform Review collected by and hosted on G2.com.

Response from Pam Baumeister of Suralink
Edit edit

Thank you for taking the time to share your feedback! We're happy to learn that Suralink has made the request process more organized for your team. This helps us understand where to focus next, and we'll keep working on it. If you ever have suggestions for what else would help, we'd love to hear them.

GG
gustavo g.
Associate
Mid-Market (51-1000 emp.)
"Easy for Clients, But 2FA Prompts Are Annoying"
3.5/5
What do you like best about Suralink?

its easy to explain how to use suralink to clients. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

Secure trading of documents with clients. Review collected by and hosted on G2.com.

NB
Nicolas B.
Senior Auditor
Mid-Market (51-1000 emp.)
"Suralink has transformed the audit process."
5/5
What do you like best about Suralink?

Suralink has transformed the way we manage requests, track deliverables, and collaborate with clients throughout the audit process. Review collected by and hosted on G2.com.

What do you dislike about Suralink?

The downside is that it leaves the client with more responsibility to learn the uploading process while also staying timely with requests. Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

Overall, Suralink has streamlined my audit engagements, strengthened client relationships, and saved countless hours of administrative work. It enhances efficiency without sacrificing security, which is exactly what auditors need. I highly recommend it to any firm looking to modernize its client collaboration process. Review collected by and hosted on G2.com.

ZA
Zach A.
Client Relations Manager
Small-Business (50 or fewer emp.)
"As a firm we have not had one positive comment from clients about this software."
0/5
What do you like best about Suralink?

We are switching after using it for two tax seasons because none of our clients like the platform. It has not improved our work process. NO Mobile Feature!!!!! Clients are all on phones or tablets and get so lost because it is a computer based product, I wish we never signed up for this product. Review collected by and hosted on G2.com.

What do you dislike about Suralink?

Interface, overall layout, lack of Firm Branding options. Everything is hard to find for the clients. The notification system is not good. Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

Overall Layout - clients have a hard time understanding the Engagments Vs reports.

NO Mobile Feature!!!!! Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"An Improvement to secure File Sharing"
4.5/5
What do you like best about Suralink?

Suralink is very clean to look at and very user-friendly. It is easy to look at tasks, add tasks/requests, send updates to clients on pending items, comment & upload, etc. All the functions are really simple to learn and easy to carry out. The color-coding system is very helpful. Review collected by and hosted on G2.com.

What do you dislike about Suralink?

It is nit-picky, but it can get annoying when after a short period of inactivity, Suralink signs you out. And when you sign back in, you have to sign in twice, it can be a bit redundant. Also, Suralink has occasionally been down for maintenance, or you can't login during the workday. That has led to some work slowdowns and clients messaging me that they can't get into Suralink. Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

It helps with secure file sharing with audit clients. It helps with making sharing more secure and easier to facilitate. It also helps with simplifying the look and organization of requests and tasks Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Excellent Client Request List Organization"
5/5
What do you like best about Suralink?

Request list organization for our clients Review collected by and hosted on G2.com.

What do you dislike about Suralink?

Not being able have both a firm and client login Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

Request list Review collected by and hosted on G2.com.

Response from Pam Baumeister of Suralink
Edit edit

Thank you for the honest feedback, we appreciate it. We're glad requests list organization has been useful, and we hear you on wanting both a firm and client login. This kind of specific feedback is more useful to us than you might think. We're keeping a running list of exactly this kind of input as we plan what's next.

DB
Delicia B.
HR Supervisor
Small-Business (50 or fewer emp.)
"HR"
4.5/5
What do you like best about Suralink?

The security that it keeps the files secure. And that I am able to send to people that do not have accounts. Review collected by and hosted on G2.com.

What do you dislike about Suralink?

Can not always find old files that have been received Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

Been able to send secure files. Review collected by and hosted on G2.com.

Verified User in Accounting
CA
Verified User in Accounting
Mid-Market (51-1000 emp.)
"Suralink Review"
5/5
What do you like best about Suralink?

I like the layout and format of suralink. I like how it integrates with email and that it keeps a log of when items are received. I also like that it never erases information after a period of time. Review collected by and hosted on G2.com.

What do you dislike about Suralink?

Sometimes logging in securely can be a pain. When i use SSO it always lags and takes 30 seconds to load. Sometimes it is difficult to locate the "client list" but that could be because a lot of my clients are healthcare and that is more protected. Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

easy contact with client to exchange information Review collected by and hosted on G2.com.

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Flexible Template Loading Makes Client Work Easy"
4.5/5
What do you like best about Suralink?

I like the flexibility to load files as templates for my clients. Review collected by and hosted on G2.com.

What do you dislike about Suralink?

It is difficult to know which files have not been downloaded without clicking on each category to see what was loaded. I wish we could just see what files are new. Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

This allows our firm to keep our clients organized and progressing through our questions and needs to complete the work. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Enterprise (> 1000 emp.)
"suralink usage"
4.5/5
What do you like best about Suralink?

easy to use with clients and conveniently designed to stay on top of client uploads Review collected by and hosted on G2.com.

What do you dislike about Suralink?

functionalities can increase. There can be even more that we can use. Some of the new functions , such as reviewing documents directly on suralink, does not work too well Review collected by and hosted on G2.com.

What problems is Suralink solving and how is that benefiting you?

it is solving the problem of working with multiple clients at a time nad tracking when deliverables are being uploaded, The reports I receive from Suralink allows me to know when comments and items are uploaded Review collected by and hosted on G2.com.