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Suralink

Suralink serves as a collaborative platform designed for clients involved in audit and tax processes. It integrates PBC request lists, secure file sharing, and...

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Suralink serves as a collaborative platform designed for clients involved in audit and tax processes. It integrates PBC request lists, secure file sharing, and...

Watch Demo Get Pricing
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Product Overview

Suralink serves as a collaborative platform designed for clients involved in audit and tax processes. It integrates PBC request lists, secure file sharing, and Excel add-in workpapers, all aimed at enhancing the efficiency of document collection. While some users have expressed concerns regarding the clarity of notifications, many firms commend the effective request tracking, diminished email exchanges, and prompt, supportive live chat assistance.

Product Details

What Is Suralink?

Suralink is a cloud-based solution designed to assist accounting and assurance teams in organizing client document requests along with associated workpapers in a single location. Its main features include centralized PBC request lists to minimize email clutter, secure sharing options for large or confidential files, and an Excel-integrated workpaper suite that automates the process of matching and linking for quicker review cycles.

Suralink Pricing

The provider has several pricing plans for Suralink that cater to various firm needs:

  • Secure File Sharing Plan: $17/user/month

  • Standard: $29/user/month

  • Premium: $39/user/month

Request a customized Suralink pricing estimate for your organization today.

Note: The prices listed are obtained from third-party sources and may change.

Suralink Integrations

The Suralink software is compatible with various systems and platforms, including:

  • Microsoft Outlook

  • Trullion

  • Materia

  • DataSnipper

Schedule a demo of Suralink to discover more about its integration capabilities.

Who Is Suralink For?

This platform is perfect for a variety of industries and sectors, such as:

  • Accounting

  • Financial services

  • Banking

  • Legal services

  • Security consulting

Is Suralink Right For You?

Suralink is particularly beneficial for audit, tax, and advisory firms looking to streamline client document requests and enhance engagement processes. Its key feature, the dynamic PBC request list, helps reduce reliance on email and boosts visibility across projects. Additionally, the Excel-based Workpaper Suite and secure file sharing capabilities make it an excellent choice for teams handling sensitive data.

If you're still uncertain whether Suralink meets your needs, reach out to our customer support team at info@softwareseekers.com for more assistance.

Accounting Software Features

✘ dashboard
✘ reporting
✘ accounting
✘ dashboards
✘ mobile app
✘ public api
✘ purchasing
✔ audit trails
✘ audit trials
✘ cybersecurity
✘ mobile access
✘ time tracking
✘ bid management
✘ credit control
✘ cta compliance
✘ expense report
✘ fee management
✘ general ledger
✘ kpi monitoring
✘ pci compliance
✘ tax management
✘ cash management
✘ crm integration
✘ debt collection
✘ email marketing
✘ fund accounting
✘ nav calculation
✘ quality control
✘ soc 2 compliant
✘ task management
✘ accounts payable
✘ asset management
✘ audit management
✘ donor management
✘ event management
✘ expense tracking
✘ fraud management
✘ grant management
✘ maintenance logs
✘ project tracking
✘ budget management
✘ fundraising tools
✘ project templates
✘ recurring billing
✘ safety management
✘ vendor management
✘ alertsnotification
✘ budgeting software
✘ built in reporting
✘ data visualization
✘ equipment tracking
✘ financial tracking
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project management
✘ project scheduling
✘ zapier integration
✘ accounts receivable
✘ ai powered insights
✘ alertsnotifications
✘ bank reconciliation
✘ cloud collaboration
✘ collaboration tools
✘ compliance software
✘ contract management
✘ customizable report
✘ document management
✘ employee management
✘ financial reporting
✘ incident management
✘ integrated payments
✘ payroll integration
✘ production planning
✘ reporting analytics
✘ resource allocation
✘ scheduled reporting
✘ unitholder tracking
✘ workflow management
✘ bookkeeping software
✘ cash flow management
✘ customizable reports
✘ financial reportingg
✘ financial statements
✘ inventory management
✘ loan servicing suite
✘ payroll tax software
✘ real time monitoring
✘ rolebased permission
✘ volunteer management
✘ bill of materials bom
✘ billing and invoicing
✘ contractor management
✘ custom add on modules
✘ membership management
✘ multicurrency support
✘ regulatory compliance
✘ statistical modelling
✘ work order management
✘ account reconciliation
✘ facilities maintenance
✘ fixed asset management
✘ multi currency support
✘ partnership accounting
✘ auditing and compliance
✘ automated loan workflow
✘ change order management
✘ customizable dashboards
✘ paperless documentation
✘ reporting and analytics
✘ supply chain management
✘ debt collection software
✘ financial analysis tools
✘ small business invoicing
✘ subcontractor management
✘ accounts payable software
✘ budgeting and forecasting
✘ regular payment scheduling
✘ data analysis and reporting
✘ accounts receivable software
✘ business management software
✘ financial reporting software
✘ automated email communication
✘ financial management software
✘ data collection and management
✘ efficient portfolio management
✘ financial portfolio management
✘ policy and document management
✘ regulatory compliance tracking
✘ revenue recognition compliance
✘ risk assessment and mitigation
✘ automated notifications updates
✘ contact relationship management
✘ project planning and scheduling
✘ integration with banking systems
✘ advanced analytics and forecasting
✘ multi currency accounting software
✘ machine learning and ai integration
✘ provides government boi transcripts
✘ version control and change tracking
✘ audit trails auditing and compliance

Pros

  • ✔ Offers easy setup and onboarding
  • ✔ Provides clear request tracking and status
  • ✔ Users praise its secure file sharing

Cons

  • ✘ Notifications occasionally lag as per user reviews
  • ✘ Reorganizing requests can feel clunky sometimes

Price

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Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes. Suralink does offer an API.

Suralink is available in English and French.

Typical users are from industries including accounting, financial services, banking, legal services, and security consulting.

No, Suralink does not offer a dedicated mobile app.

It integrates with Microsoft Outlook, Trullion, Materia, and DataSnipper.

Third-party sources list the Secure File Sharing plan at $17/user/month, the Standard plan at $29/user/month, and the Premium plan at $39/user/month. For a custom Suralink cost tailored to your firm’s needs, contact us.

Suralink provides support via web forms, email, and phone.