Product Avatar Image

Suralink

Show rating breakdown
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
Verified User in Accounting
UA
Verified User in Accounting
06/19/2026
Validated Reviewer
Verified Current User
Review source: Organic

Easy for Accountants and Clients, with Simple PBC Organization

It is very easy for both accountants and clients to use. I am able to organize by PBCs in a way my previous platform did not make as simple.
Verified User in Accounting
AA
Verified User in Accounting
06/18/2026
Validated Reviewer
Verified Current User
Review source: Organic

Secure PBC Document Sharing Made Easy

I appreciate the ability to receive PBC documents in a secure manner.
Chandler S.
CS
Chandler S.
Audit Supervisor at SME CPAs
06/18/2026
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Suralink has perfected the process of tracking and receiving documentation from clients securely.

Being able to track what has and has not been received is the best thing about Suralink. The rollforward options and ability to use templates to set up accounts are very helpful.

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