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Suralink

Suralink

Overview

What is Suralink?

CPAs can use Suralink to manage PBC request lists, securely transfer documents, and improve the client experience. The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting with the goal of delivering a more efficient and…

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Reviewer Pros & Cons

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Pricing

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Secure File Sharing Plan

$17

Cloud
per month per firm user

Standard

$29

Cloud
per month per firm user

Premium

$39

Cloud
per month per firm user

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.suralink.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $17 per month per firm user
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Product Details

What is Suralink?

CPAs can use Suralink to manage PBC request lists, securely transfer documents, and improve the client experience. The Suralink platform combines a dynamic PBC list, assignment workflow, and secure file hosting with the goal of delivering a more efficient and organized engagement.

Suralink Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(2)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have made several recommendations based on their experiences with Suralink. The most common ones can be summarized as follows:

  1. Users recommend going over Suralink with clients before using it for financial audits. This step is seen as crucial to ensure proper implementation and avoid client frustration. By discussing the platform's features and functionalities, auditors can set clear expectations and make the onboarding process smoother.

  2. Proper implementation is emphasized by users as a key factor in maximizing the benefits of Suralink. They advise taking the time to understand and utilize all the available features to their full potential. By doing so, users can fully leverage Suralink's secure and confidential features, ensuring a seamless client collaboration experience.

  3. Many users find Suralink's color-coded visuals to be highly helpful. These visual cues assist auditors in quickly identifying the status of documents or tasks, making it easier to track progress and manage workflows effectively. This feature is appreciated for its ability to enhance efficiency and streamline the audit process.

While these are the most common recommendations, each user may have specific preferences or requirements when it comes to utilizing Suralink effectively for financial audits. As such, it is recommended that individuals watch videos showcasing Suralink's usage on platforms like YouTube to determine if it aligns with their needs before giving it a try.

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