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Suralink

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146 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
103
36
5
0
2
Verified User in Accounting
UA
Verified User in Accounting
03/11/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Clients and staff see the shared benefit of using 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.
GD
Gabriele D.
03/10/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Streamlined Client Communication with Room for Improvement

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.
EG
Eric G.
02/19/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Easy to Use—Clients Love It

Easy to use, clients love the tool and interface.

About

Contact

HQ Location:
Salt Lake City,Utah

Social

@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