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Suralink description
Suralink is a software platform designed for accounting and professional service firms of all sizes. It provides a secure and centralized hub for client collaboration and document exchange, simplifying tasks like audit requests and file sharing. Suralink aims to streamline workflows, enhance security, and improve client relationships by offering features like request list management, e-signatures, and integrations with other accounting software.
Who is Suralink best for
Suralink is a secure client collaboration and document exchange platform designed for accounting and professional services firms. It streamlines workflows, enhances security, and improves client relationships. Users praise its ease of use and secure file sharing but note occasional glitches and limited dashboard customization. Suralink is best for firms seeking to improve efficiency and client communication.
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Best fit for small to medium-sized accounting and professional service firms.
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Ideal for businesses in the Finance, Banking & Insurance sector.
Suralink features
Supported Suralink supports secure file sharing through personalized links, drag-and-drop, bulk uploads/downloads, and Outlook integration. |
Supported Suralink supports electronic signatures for various services, including request list management, legal, and tax services. |
Supported Suralink offers a secure client portal for document access and collaboration. |
Supported Suralink supports reporting and dashboards focused on engagement tracking and document management. Advanced reporting needs external tools. |
Supported Suralink supports creating, managing, and tracking requests, including deadlines and automated reminders. |
Supported Suralink offers automated workflows for document requests, approvals, and status updates. |
We evaluate the sentiment that users express about non-functional aspects of the software
Customer Service
Ease of Use
Reliability and Performance
Ease of Implementation
Suralink reviews
We've summarised 452 Suralink reviews (Suralink Capterra reviews and Suralink G2 reviews) and summarised the main points below.
- Ease of use and user-friendly interface for both clients and firms
- Secure file sharing and collaboration features
- Improved organization and tracking of documents and requests
- Streamlined communication between clients and auditors
- Time-saving automation and reporting capabilities
- Occasional glitches and slowness reported
- Login issues and random logouts experienced by some
- Limited customization for dashboards and notifications
- Difficulty in reordering or moving requests
- Lack of bulk rollforward for engagements
Suralink pricing
The commentary is based on 3 reviews from Suralink Capterra reviews and Suralink G2 reviews.
Suralink's pricing is generally viewed favorably, with users appreciating the unlimited storage and client engagements included in the per-firm-user cost. Some consider it a good value for the features and benefits provided, especially for secure document exchange.
Users sentiment
See the Suralink pricing page.
Suralink alternatives
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Suralink FAQ
Suralink is a secure client portal platform for accounting firms to manage client collaboration and file sharing. It streamlines workflows, enhances security, and improves client relationships with features like request list management, e-signatures, and integrations with other accounting software. Suralink is ideal for firms of all sizes seeking efficient document exchange.
What is Suralink and what does Suralink do?
Suralink is a secure client portal platform for accounting firms to manage client collaboration and file sharing. It streamlines workflows, enhances security, and improves client relationships with features like request list management, e-signatures, and integrations with other accounting software. Suralink is ideal for firms of all sizes seeking efficient document exchange.
Suralink integrates with various accounting software, including Xero, QuickBooks, and CCH Axcess. It also supports integrations with Microsoft Outlook for seamless file sharing and other business applications to enhance productivity and streamline workflows.
How does Suralink integrate with other tools?
Suralink integrates with various accounting software, including Xero, QuickBooks, and CCH Axcess. It also supports integrations with Microsoft Outlook for seamless file sharing and other business applications to enhance productivity and streamline workflows.
Alternatives to Suralink include Karbon, SuiteFiles, Keeper, Financial Cents, and TaxDome. These platforms offer similar features like client portals, secure file sharing, and workflow automation for accounting and professional service firms.
What the main competitors of Suralink?
Alternatives to Suralink include Karbon, SuiteFiles, Keeper, Financial Cents, and TaxDome. These platforms offer similar features like client portals, secure file sharing, and workflow automation for accounting and professional service firms.
Yes, Suralink is a legitimate software platform. It offers secure file sharing, e-signatures, and client portals, simplifying client collaboration. Reviews highlight its ease of use and time-saving automation. However, some users mention occasional glitches and limited customization options.
Is Suralink legit?
Yes, Suralink is a legitimate software platform. It offers secure file sharing, e-signatures, and client portals, simplifying client collaboration. Reviews highlight its ease of use and time-saving automation. However, some users mention occasional glitches and limited customization options.
Suralink does not publicly disclose its pricing. Contact their sales team for a customized quote based on your specific product needs. This lack of transparent pricing makes it hard to determine if the product is worth it without a consultation.
How much does Suralink cost?
Suralink does not publicly disclose its pricing. Contact their sales team for a customized quote based on your specific product needs. This lack of transparent pricing makes it hard to determine if the product is worth it without a consultation.
Suralink's customer service receives positive feedback. Users highlight the helpfulness and responsiveness of the support team, particularly through the chat function. While some mention occasional site errors, they also note the quick resolution provided by customer service.
Is Suralink customer service good?
Suralink's customer service receives positive feedback. Users highlight the helpfulness and responsiveness of the support team, particularly through the chat function. While some mention occasional site errors, they also note the quick resolution provided by customer service.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.