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Suralink

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141 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
100
34
5
0
2
GG
gustavo g.
12/16/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Easy for Clients, But 2FA Prompts Are Annoying

its easy to explain how to use suralink to clients.
MS
Myrissa S.
12/09/2025
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Secure and User-Friendly Platform with Room for Improvement

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.
RG
Rudy G.
11/21/2025
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Secure and User-Friendly Document Management

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.

About

Contact

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