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description: Review of Suralink Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Suralink | Reviews, Pricing & Demos - SoftwareAdvice AU
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# Suralink

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> Suralink closes the Client Readiness Gap by combining its industry leading client collaboration portal with its newly launched automated testing and AI-powered analysis capabilities, to create the industry's first fully-integrated “Request-to-Test” platform.&#10;&#10;Suralink’s platform provides seamless collaboration, automates key workflows, and provides real-time visibility throughout the engagement process all in our fully secure and cloud-based environment. These capabilities enable clients to more easily provide the correct information and firm users to assess and validate that information faster, ultimately reducing confusion, misalignment, and wasted effort. By ensuring that the right information is provided at the right time, we help firms be more efficient, accelerate engagement timelines, and improve the overall client experience.&#10;&#10;Suralink enables seamless collaboration throughout the entire engagement process&#10;Suralink provides real-time visibility and engagement status tracking &#10;Suralink integrates and automates the most critical stages of an engagement to eliminate manual inefficiencies&#10;Suralink leverages enterprise-grade security and compliance to protect your clients’ data&#10;Suralink increases client satisfaction and retention&#10;Suralink enables firms to deliver engagements on time and on budget
> 
> Verdict: Rated **4.7/5** by 400 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.7/5** | 400 Reviews |
| Ease of Use | 4.6/5 | Based on overall reviews |
| Customer Support | 4.6/5 | Based on overall reviews |
| Value for Money | 4.7/5 | Based on overall reviews |
| Features | 4.5/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: Suralink
- **Location**: Salt Lake City, US
- **Founded**: 2014

## Commercial Context

- **Pricing model**: Per User (Free Trial)
- **Pricing Details**: Get in touch with our sales team for more information on pricing.
- **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English, French
- **Available Countries**: Albania, Algeria, American Samoa, Andorra, Angola, Argentina, Australia, Austria, Belarus, Belgium, Benin, Bolivia, Bosnia and Herzegovina, Botswana, Brazil, Bulgaria, Burkina Faso, Burundi, Cameroon, Canada and 127 more

## Features

- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Annotations
- Approval Process Control
- Approval Workflow
- Archiving & Retention
- Audit Management
- Audit Planning
- Audit Trail
- Auto Extraction
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes

## Integrations (4 total)

- CCH ProSystem fx
- DataSnipper
- Microsoft Outlook
- Trullion

## Support Options

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

## Category

- [Data Extraction Software](https://www.softwareadvice.com.au/directory/4555/data-extraction/software)

## Related Categories

- [Data Extraction Software](https://www.softwareadvice.com.au/directory/4555/data-extraction/software)
- [Compliance Software](https://www.softwareadvice.com.au/directory/4363/compliance/software)
- [Accounting Practice Management Software](https://www.softwareadvice.com.au/directory/4334/accounting-practice-management/software)
- [Tax Practice Management Software](https://www.softwareadvice.com.au/directory/4237/tax-practice-management/software)
- [Document Management Software](https://www.softwareadvice.com.au/directory/722/document-management/software)

## Alternatives

1. [Google Docs](https://www.softwareadvice.com.au/software/327807/google-docs) — 4.7/5 (28798 reviews)
2. [Google Drive](https://www.softwareadvice.com.au/software/105807/google-drive) — 4.8/5 (28427 reviews)
3. [Google Workspace](https://www.softwareadvice.com.au/software/344998/google-workspace) — 4.7/5 (17483 reviews)
4. [OneDrive](https://www.softwareadvice.com.au/software/23542/onedrive) — 4.5/5 (12623 reviews)
5. [Microsoft Word](https://www.softwareadvice.com.au/software/399478/microsoft-word) — 4.7/5 (2783 reviews)

## Reviews

### "A massive time saver for CPAs and their clients" — 5.0/5

> **Christopher** | *7 February 2020* | Accounting | Recommendation rating: 9.0/10
> 
> **Pros**: Extremely user friendly, minimal training needed for staff or clients.
> 
> **Cons**: The only issue that we have had to date has been clients using extremely old web browsers, which is hard to label as a Suralink issue.
> 
> It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests.

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### "A stream-lined and intuitive file share software" — 5.0/5

> **Verified Reviewer** | *1 August 2018* | Accounting | Recommendation rating: 9.0/10
> 
> **Pros**: I use this as a public accountant to satisfy our various requests from clients.  It is very easy to use, create needs lists, pull support, edit requests, and track the status of items.  I have also heard from many clients that it was very intuitive and easy to use.
> 
> **Cons**: I haven't experienced any large issues while using the software.  If I am preparing or rolling forward a new needs list, it only gives me the option to establish one new "due date" for all requests, when in reality, there are many different due dates.  Not a large issue; just more of a mild inconvenience.

-----

### "Why not a mobile option?" — 3.0/5

> **Kathleen** | *17 February 2020* | Accounting | Recommendation rating: 5.0/10
> 
> **Pros**: The daily email notifications recap are great.
> 
> **Cons**: Mobile inaccessibility is a hinderance for field work.
> 
> Pretty good

-----

### "Excellent Product" — 5.0/5

> **Verified Reviewer** | *17 February 2020* | Information Technology & Services | Recommendation rating: 9.0/10
> 
> **Pros**: I love the security that comes with using this product. It is very easy to communicate with clients via suralink and reassure them that their information would be handled carefully and securely.
> 
> **Cons**: I don't like that there isn't an option for push notifications and I have to type a passcode in each time I login.
> 
> Overall my experience has been excellent. If push notifications would be implemented I would have zero complaints.

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### "Very efficient and user friendly" — 5.0/5

> **Verified Reviewer** | *7 February 2020* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: I like how easy it is to visualize what items have been submitted from the client and what we are still waiting on.
> 
> **Cons**: I don't like how it shows when we download files in the comments. If I download a file multiple times I don't want my client to see that.
> 
> I always recommend Suralink to friends at other firms. It's super self explanatory and easy to use. It keeps things simple, but also is enough to get the job done.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/116025/suralink)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/cms/suralink-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/116025/suralink> |
| en-GB | <https://www.softwareadvice.co.uk/software/116025/suralink> |
| en-IE | <https://www.softwareadvice.ie/software/116025/suralink> |
| en-NZ | <https://www.softwareadvice.co.nz/software/116025/suralink> |

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