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Suralink

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176 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
127
42
5
0
2
Verified User in Accounting
UA
Verified User in Accounting
06/19/2026
Validated Reviewer
Verified Current User
Review source: Organic

Quick, Clear Client Item Tracking and Status Visibility

Suralink helps to quickly identify what items have been provided and helps the clients visually see the current status of items.
Justin M.
JM
Justin M.
Audit Supervisor at RCM Tulsa
06/19/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Well rounded prodcut

I like being able to rollforward prior pbc lists and the ability to track tasks in the software. I also enjoy the ability to provide files to clinets easily.
Verified User in Accounting
UA
Verified User in Accounting
06/19/2026
Validated Reviewer
Verified Current User
Review source: Organic

Easily Organise and Group Evidence Requests Without Email Chaos

Definitely the ease or organising evidence requests - the fact that multiple requests can be set up and grouped in one place, avoiding the use of emails.

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