About Suralink

Suralink is a cloud-based workflow management solution designed to help accounting businesses streamline processes related to managing PBC (provided by client) lists, auditing, document transfer, and more. The platform comes with drag-and-drop functionality, which allows users to add files into the PBC lists and link them to client requests.

Suralink includes a tracking module, which enables managers to monitor client requests in real-time, as well as monitor team interactions across documents. The solution offers a host of features such as customizable templates, data import and export, roll forward, instant updates, approval workflows, audit trails, notifications, and more. The centralized dashboard also allows managers to review client engagement and manage document gathering in real time.

Suralink enables organizations to create personalized sub-domains with custom names and logos while the communication module lets managers add comments to client requests. Plus, the built-in secure document exchange system allows users to store encrypted documents and schedule automated backups.

Pricing starting from:

US$27.00/month

  • Free Version
  • Free Trial
  • Subscription

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Andorra, Albania, Angola, Argentina, American Samoa , Austria, Australia, Åland Islands, Bosnia & Herzegovina, Belgium, Burkina Faso, Bulgaria, Burundi, Benin, Bolivia, Brazil, Botswana, Belarus, Canada, Congo - Kinshasa, Central African Republic, Congo - Brazzaville, Switzerland, Cook Islands, Chile, Cameroon, Colombia, Cape Verde, Cyprus, Czechia, Germany, Djibouti, Denmark, Algeria, Ecuador, Estonia, Egypt, Eritrea, Spain, Ethiopia, Finland, Fiji, Falkland Islands, Micronesia, Faroe Islands, France, Gabon, United Kingdom, French Guiana, Guernsey, Ghana, Gibraltar, Greenland, Gambia, Guinea, Equatorial Guinea, Greece, Guam, Guinea-Bissau, Guyana, Croatia, Hungary, Ireland, Isle of Man, Iceland, Italy, Jersey, Kenya, Kiribati, Comoros, Liechtenstein, Liberia, Lesotho, Lithuania, Luxembourg, Latvia, Libya, Morocco, Monaco, Moldova, Montenegro, Madagascar, Marshall Islands, North Macedonia, Mali, Northern Mariana Islands, Mauritania, Malta, Mauritius, Malawi, Mexico, Mozambique, Namibia, New Caledonia, Niger, Norfolk Island, Nigeria, Netherlands, Norway, Nauru, New Zealand, Peru, French Polynesia, Papua New Guinea, Poland, Portugal, Palau, Paraguay, Réunion, Romania, Serbia, Russia, Rwanda, Solomon Islands, Seychelles, Sudan, Sweden, St Helena, Slovenia, Svalbard & Jan Mayen, Slovakia, Sierra Leone, San Marino, Senegal, Somalia, Suriname, São Tomé & Príncipe, Eswatini, Chad, Togo, Tunisia, Tonga, Turkey, Tuvalu, Tanzania, Ukraine, Uganda, United States, Uruguay, Vatican City, Venezuela, Vanuatu, Wallis & Futuna, Samoa, Mayotte, South Africa, Zambia, Zimbabwe

Supported Languages

English

Pricing starting from:

US$27.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Suralink Software - Suralink account settings
Suralink Software - Suralink requests status management
Suralink Software - Suralink engagements dashboard
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Suralink video
Suralink Software - Suralink account settings
Suralink Software - Suralink requests status management
Suralink Software - Suralink engagements dashboard

Features

Total features of Suralink: 59

  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Approval Process Control
  • Archiving & Retention
  • Audit Management
  • Audit Planning
  • Audit Trail
  • CPA Firms
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Configurable Workflow
  • Customisable Branding
  • Customisable Reports
  • Customisable Templates
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Email Reminders
  • File Sharing
  • File Transfer
  • Financial Reporting
  • For Government
  • For Tax Practices
  • Forms Management
  • Fund Accounting
  • Issue Management
  • Mobile Access
  • Monitoring
  • Nonprofits
  • Project Accounting
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Search/Filter
  • Secure Data Storage
  • Security Auditing
  • Status Tracking
  • Tax Management
  • Template Management
  • Workflow Management

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TaxDome

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ShareFile VDR

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Reviews

Overall rating

4.7 /5
(394)
Value for Money
4.7/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support
4.6/5

Already have Suralink?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 394
Julia
Overall rating
  • Industry: Accounting
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Game Changer!

Reviewed on 7/2/2020

Pros

Suralink is super easy to use and instruct clients on - literally a drag and drop system. It tracks all movements in each request, has notes to go between you and the client, and is fully encrypted. Going from the old sharefile system or email system with excel sheets to this for our PBC list has been a complete game changer!! I have clients in India, a full 12 hour difference, and this has completely changed the communication issues we've had. I can reject an item, put in a comment, and they immediately see that I have done so and correct it. I can't tell you how many clients have commented how much they love it too!

Cons

Occasionally, the software goes down, and the software relies on the internet, which can be patchy in spots. Support is always quick to get up and running as soon as possible.

Jill
Overall rating
  • Industry: Accounting
  • Company size: 1,001-5,000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Suralink

Reviewed on 8/2/2020

Pros

The software is fairly easy to use. I really like the drag and drop option.

Cons

I don't really like that we are required to add "request list". I would like the ability it add folders where clients can upload information without it being called a "request list". This confuses some clients.

Tam
Overall rating
  • Industry: Accounting
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Review

Reviewed on 17/2/2020

Pros

Everything works well, sometimes need more time to load.

Cons

Sometimes I couldn't download the firm upload files

Robert
Overall rating
  • Industry: Accounting
  • Company size: 1,001-5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

One of the best Provided By Client documentation system

Reviewed on 19/2/2020

The benefit is that Suralink provides the absolute best environment for users of any technical...

The benefit is that Suralink provides the absolute best environment for users of any technical level to be able to use. As a PBC system, it works well to keep both the client and the users informed when new material is needed or has been uploaded.

Pros

Suralink provides a very quick and easy to understand documentation provision system. You setup your users, and can assign clients to those users, along with the applicable information needed for contact points at the client. Not only does the user see what is still needed for the work to be performed, but the client is able to understand completely what is still needed. Reports are made available via email to the client so they can visually see how much data is required. As a provided by client system, it is one of the best.

Cons

There needs to be one more level of security to allow users to just be users without having to assign all as manager level, so that client assignments can be more restrictive. Depending on use, you may have to assign users as managers instead of just staff so they can see multiple clients at a time.

Karen
Overall rating
  • Industry: Accounting
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Suralink Review

Reviewed on 18/2/2020

Pros

The software overall has been useful for organization purposes and tracking requests better. We like that we are able to import and export our client assistance request list which makes it extremely portable and easy to revise, tailor into outstanding items lists, etc. Being able to link files to requests has been helpful because the client does not always name files that are intuitive.

Cons

1) Better onboarding for clients specifically in regards to their notifications. We often have to email our clients for them to know that information has been added/changed, etc. within Suralink. Their set-up does not seem to be intuitive.
2) Possible additional use of colors to quickly identify changes or new items to requests, particularly if those requests had been previously marked accepted. (Sometimes our clients inadvertently upload additional information to completed requests.)
3) In relation to #2, the timeline is useful but sometimes overwhelming, particularly on bigger jobs. It would be helpful if we could clear the timeline of processed items to only see new notifications. We realize you can mark them as processed, etc.; however, they still show up and that can be confusing.

Showing 5 reviews of 394 Read all reviews

Suralink FAQs

Below are some frequently asked questions for Suralink.

Suralink offers the following pricing plans:

  • Starting from: US$27.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Visit our website www.suralink.com for pricing details and to get in touch with our sales team.

Suralink has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

Suralink supports the following languages:

English

Suralink supports the following devices:

We do not have any information about what integrations Suralink has

Suralink offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for Suralink.