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Suralink

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169 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
Serving customers since
2014
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Suralink Reviews

Review Filters
Profile Name
Star Rating
122
40
5
0
2
Andrew D.
AD
Andrew D.
Audit Senior Manager at GRF CPAs & Advisors
06/25/2026
Validated Reviewer
Verified Current User
Review source: Organic

Suralink’s Simplicity and Efficiency Shine

I like suralink for its Simplicity and efficiency.
CL
Casey L.
06/22/2026
Validated Reviewer
Review source: Organic

Easy Client Item Requests with Clear Categories and Exports

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.
Sanjay S.
SS
Sanjay S.
Senior Manager Financial Services
06/22/2026
Validated Reviewer
Verified Current User
Review source: Organic

Streamlines Audit Collaboration & Strong Audit Trail

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.

About

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HQ Location:
Salt Lake City,Utah

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@Suralink

What is Suralink?

Suralink provides accounting and other professional service firms with a single, secure platform to collaborate with clients, exchange documents at scale, and track the progress of engagements. With enterprise-grade security and an easy-to-use interface, Suralink's award-winning portal helps firms increase efficiency and improve their relationships with their clients. Suralink works with more than 1000 tax, advisory, and audit accounting clients, as well as legal services, security consulting, financial services, and banking companies worldwide. Its technology, combined with its industry expertise, helps ensure simplicity, transparency, and accountability throughout the document workflow process. Suralink is headquartered in Salt Lake City, Utah with an office in Brighton, UK and a remote workforce worldwide.

Details

Year Founded
2014