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Suralink

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178 reviews
  • 5 profiles
  • 5 categories
Average star rating
4.5
#1 in 3 categories
Grid® leader
Serving customers since
2014

Profile Name

Star Rating

129
42
5
0
2

Suralink Reviews

Review Filters
Profile Name
Star Rating
129
42
5
0
2
Claire S.
CS
Claire S.
Senior Audit Accountant at Haskell & White LLP | CPA Candidate
07/07/2026
Validated Reviewer
Verified Current User
Review source: Organic

Suralink Keeps Clients and Firms Organized, Clear, and Accountable

I really like the organization that Suralink provides for both the client and the accounting firm. It’s helpful that everything can be arranged into clear sections and subsections, and that any files the firm uploads for reference are easy to spot and clearly marked as firm files. Before moving to a firm that used Suralink, I was using a different system called Firm Experience, and it wasn’t very user-friendly. Overall, it wasn’t as easy to navigate for either the firm or the client. Suralink has been a game changer for keeping my clients organized and accountable, and it also makes it easier for my clients to keep me organized and accountable as well.
Verified User in Accounting
UA
Verified User in Accounting
07/07/2026
Validated Reviewer
Verified Current User
Review source: Organic

Clean Visuals and Easy-to-Use Section Separation

Visual and ease of use. Being able to separate each section separately and not lumped together.
David B.
DB
David B.
Audit Partner - Simplifying Financial Reporting for Tech, Biotech, and Nonprofit Companies
07/01/2026
Validated Reviewer
Verified Current User
Review source: Organic

Boosts Client Satisfaction by Eliminating Duplicate Requests

It improves client satisfaction by reducing the number of duplicate requests the client receives for the same item that's already been provided.

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