2026 Best Software Awards are here!See the list
Product Avatar Image

Suralink

Show rating breakdown
144 reviews
  • 1 profiles
  • 3 categories
Average star rating
4.5
Serving customers since
2014
Profile Filters

All Products & Services

Profile Name

Star Rating

102
35
5
0
2

Suralink Reviews

Review Filters
Profile Name
Star Rating
102
35
5
0
2
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.
Nate C.
NC
Nate C.
02/19/2026
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Intuitive and Streamlined for Audit Engagements

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.
AB
Anusha B.
01/20/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Secure file sharing

Ease of organizing client PBCs on the portal, ease of sharing files securely, timely notifications.

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