Suralink

Workflow management solution for accounting firms

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.


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

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Suralink

4.7 (395)
VS.

Starting Price

US$29.00
month
No pricing found

Pricing Options

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Features

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Integrations

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No integrations found

Ease of Use

4.6 (395)
4.1 (50)

Value for Money

4.7 (395)
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Customer Service

4.6 (395)
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Reviews

Overall rating

4.7 /5
(395)
Value for Money
4.7/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support
4.6/5

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

Showing 5 reviews of 395
Joseph
Overall rating
  • Industry: Accounting
  • Company size: 201–500 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 26/2/2020

Pros

1. The display is very user friendly and can easily be taught in a quick couple minutes crash course to both clients and coworkers.
2. Everything is instantaneous, just like email, so there is not wait time to obtain files.
3. The tracking mechanisms make it easier to stay on top of multiple engagements simultaneously and give a good picture on the progress of each engagement.
4. Rolling forward engagements from one year to the next is unbelievably simple and quick. Alleviates a lot of stress and time sensitivity in doing so.
5. The "yes delete" feature makes it very hard to accidentally delete requests, files, or engagements without intentionally doing so. Very useful when working with new company staff, as they are not familiar with the software.

Cons

1. To my knowledge, there is no way to delete firm provided files if you accidentally upload the wrong file. Instead, you have to delete the request altogether and then create it anew. It would be much easier to simply be able to remove firm provided files.
2. When rolling forward engagements from one year to the next, to my knowledge, there is no easy way to quickly do a find and replace to update years. For example, if we are rolling forward an engagement from 2018 to 2019 and there are 45 requests in the 2018 engagement that say, "as of December 31, 2018", there is no quick and easy way to replace 2018 with 2019. I believe you have to go through and manually change each one.

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

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.

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.

Showing 5 reviews of 395 Read all reviews

Suralink FAQs

Below are some frequently asked questions for Suralink.

Suralink offers the following pricing plans:

  • Starting from: US$29.00/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

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