# Page 2 | Suralink Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Suralink the right Audit solution for you? Explore 400 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/148032/Suralink/reviews --- Suralink 4.7 (400) [View alternatives](https://www.capterra.com/p/148032/Suralink/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 4th, 2026 # Page 2 - Reviews of Suralink ## Showing most helpful reviews Showing 26-50 of 400 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JM Jack M. Senior Vice President of Finance Health, Wellness and Fitness Used the software for: 1-2 years ### "Great Software to Share Large Data Files" February 4, 2025 4.0 I have used the software for two years now and specifically contributing with our external auditors. I historically only use it when we are going through interim or yearend audit. Other than that, the software really isn't used. Pros You can upload large size data files to share with teams. I personally use it through our auditors. Therefore, the auditors are able to set up folders of data they are looking for with due dates. I can also get day updates on data that has been submitted by my team and if something is completed. Cons The interface is not the most appealing. Also, there is no way to get rid of the projects that have been completed. Therefore, if you have completed 12 of your 20 tasks all 20 tasks are still shown. Review Source JF Jordan F. Controller Accounting Used the software for: 2+ years ### "Suralink: Document repository with ease" February 28, 2025 5.0 Suralink has been a great tool to organize and submit documents to our external auditors. Pros We use suralink for uploading audit files and it is a great tool to follow completion of required docs. Cons I don't like that it tracks how many times I download a file. Review Source JJ Joseph J. Senior Accountant Accounting Used the software for: 2+ years ### "Suralink Review" February 26, 2020 5.0 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. Review Source KS Karen S. Partner Accounting Used the software for: 2+ years ### "Suralink Review" February 18, 2020 5.0 Pros The software overall has been useful for organization purposes and tracking requests better. We like that we are able to import and export our client assistance request list which makes it extremely portable and easy to revise, tailor into outstanding items lists, etc. Being able to link files to requests has been helpful because the client does not always name files that are intuitive. Cons 1) Better onboarding for clients specifically in regards to their notifications. We often have to email our clients for them to know that information has been added/changed, etc. within Suralink. Their set-up does not seem to be intuitive. 2) Possible additional use of colors to quickly identify changes or new items to requests, particularly if those requests had been previously marked accepted. (Sometimes our clients inadvertently upload additional information to completed requests.) 3) In relation to #2, the timeline is useful but sometimes overwhelming, particularly on bigger jobs. It would be helpful if we could clear the timeline of processed items to only see new notifications. We realize you can mark them as processed, etc.; however, they still show up and that can be confusing. Review Source RG Robert G. Business Appication Manager Accounting Used the software for: 2+ years ### "One of the best Provided By Client documentation system" February 19, 2020 5.0 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. Reason for choosing Suralink The cost was excellent, support has been consistently responsive, and the flexibility of the environment makes it an easy choice. Review Source BB Brian B. Securitry Analyst Computer & Network Security Used the software for: 2+ years ### "Suralink experience" February 17, 2020 5.0 My overall experience has been great. The people I have talked with via the live chat support channel have been very responsive and pleasant. They are "real people" - meaning they don't express false empathy by repeating the problem a customer says in their empathetic response. It may not be "false empathy", but this is a very common mode of operation for customer support interaction. Example: I am having problems with XYZ feature. Support response: I'm sorry you are having a problem with XYZ feature... I just want to talk with a real person who is not bound by scripted responses. Suralink support has always been awesome! Pros This software is very customizable and can easily be adapted for any use. Cons There have been some features that have not functioned as well as they should. Or rather functions that have not functioned in a way that fits the feature model we use at our company, so I can't say that such features were not as intended by Suralink development. What has come of these instances is that I have passed along things like this to customer support and they have addressed the request in a very responsive manner. Reason for choosing Suralink I don't know how Suralink was selected but it has made evidence gathering and organization for our (SecurityMetrics) specific use much better than it ever was. Review Source JM Jill M. Director, Compliance Computer Software Used the software for: 1-2 years ### "Useful but not perfect" August 23, 2022 4.0 We use Suralink to track our submissions for an annual SOC 2 test/audit. Overall, it's pretty helpful; the UI needs a LOT of work, though, to be much more user-friendly. Pros I like the running "bar" across the top of the UI that tells me where things stand. Cons The UI is INEFFICIENT and hard to reset. Review Source ES Elisabeth S. Sr. Project Coordinator Information Technology and Services Used the software for: 2+ years ### "Intuitive and Customizable" February 18, 2020 4.0 Because our product and process can be a bit complicated or hard to keep in order, Suralink is helpful to compartmentalize different aspects of the process. Marking requests as resolved or rejected is helpful to help our customers focus on the things that are most important. Pros Suralink is easy to learn; I haven't had any customers who are new to the software need help from me on how to navigate or upload/download documents which is a huge win! Our product that we provide to customers is totally unique per client, so having a fully customizable interface is required. Suralink allows this to happen quickly and easily with the option of cloning specific requests or engagements, if applicable to make work more efficient. Cons There are a few buys as far as display that could be improved: - Comments sometimes post or reload with huge bits of gibberish as part of the text and remain that way indefinitely as far as I can tell. The text will run off the window making the comment much less useful. - The functionality to mark the notifications as 'read' often doesn't update so it still has the unread icon even after confirming that things have been read multiple times. Review Source NB Nick B. Audit Supervisor Financial Services Used the software for: 2+ years ### "The Best Client Portal Option" February 7, 2020 5.0 Client's love how they can pick up with Suralink and use it as one comprehensive list of outstanding items, it has the reports from the PY, a trail of comments discussing items, and has saved time on engagements by streamlining the flow of documents and information. I believe that the benefit is not only a time save for the firm and the client, but preserves a level of mental sanity and improves the quality of the work environment. Pros Suralink is very easy to navigate even for a first time user. I have never had a client who had a negative experience with Suralink. Every client we have introduced to Suralink enjoys it or loves it. Dragging documents and creating requests are super intuitive. Just drag and drop. It leaves time stamps and allows for comment threads that are super helpful from year to year. Cons What I like least... If there was a way to scroll over a document and see a preview that would be the only thing I can think of. Reason for choosing Suralink It seemed remarkable simple to use for the firm and the client. It also had completion graphs and simple color illustrations for tracking. Review Source JM Julia M. Manager Audit and Consulting Accounting Used the software for: 2+ years ### "Game Changer!" February 7, 2020 5.0 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. Review Source VR Verified Reviewer Audit Senior Accounting Used the software for: 2+ years ### "A stream-lined and intuitive file share software" August 1, 2018 5.0 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. Review Source LM Leah M. Audit Senior Accounting Used the software for: 2+ years ### "Leah's review" February 17, 2020 5.0 Absolutely fantastic software. Pros I love the organization that is brings for all of our files and comments. I also like the instant ability to see comments and items uploaded by a client. It has made so many of my jobs easy and made it much easier to find client files. It is very user friendly which makes it easy when I am training my clients on how to use the software. I like that I can restrict access to certain requests from employees of my clients as well as my clients feel more secure about using the site. Cons It would be nice if I could assign an entire category or subcategory to people without having to assign the individual requests. Review Source NN Neon N. In-Charge Associate Accounting Used the software for: 2+ years ### "A Great and Versatile Tool for Auditors" February 7, 2020 5.0 An auditor's best friend, it would be hard to go back. Pros Suralink is a great piece of software. If everyone commits to using it, it allows auditors to be much more efficient and effective on keeping track of PBC lists, and allow clients to see what is open. This holds everyone accountable, and allows for much less back and forth between auditors and their clients. I also appreciate the fact that it is customizable, and the PBC lists can be customized according to the wants and desires on both sides of the table. Honestly, it would be hard to go back to excel based PBC lists. Cons The only real problem with Suralink is the hesitation with certain clients on using it. It can be intimidating to them, and so, clients will not always take to it's use. There are also some small areas that I would like to be able to further customize, but it's nothing I can't deal with. Review Source ST Sean T. Tax Manager Accounting Used the software for: 1-2 years ### "Best Way to Collaborate with Your Client" February 7, 2020 5.0 Suralink has been a game changer in the way that we request sensitive tax documents and information from our clients. I have found that Suralink has been received well by clients without much trouble which is a huge plus on our client retention goals. I would certainly recommend this product to other accounting firms searching for a solution. Pros I would say ease of use is the best feature of this software. Almost all of my clients are able to intuitively use this software. The ability to track outstanding deliverables, provide comments and send sensitive information through the portal makes it invaluable. Cons I have never seen the "client side" of the product so I don't always feel super confident explaining to my clients how to use the portal from their view. Fortunately, this has not been an issue. The other item I would really like to see is real time updates through a Microsoft desktop widget or something. The daily email is not enough and having to be in the browser to see updates on all my clients can be a challenge. Review Source MC Marcus C. Security Analyst Security and Investigations Used the software for: 6-12 months ### "Great, but could be amazing" February 21, 2020 5.0 I love it. It could be slightly better, but so can everything else. Every customer that I work with love that it is so much easier than what some of their other audit companies have used. Pros The ability to organize and manage my audit engagements with each of my customers. It is fairly simple for every company that I have worked with to see what tasks were needed to be completed and what tasks were complete. The tracking feature at the top, the one that displays the percentages, is really useful for keeping the customer focused on completing tasks. Cons The management side of things. It is difficult to change requirement number, reorganize requirements, format wording in requirement descriptions, and filter requirements based on assigned users. Each of these features would help me customize each project and manage my customers. The filtering of requirements based on assigned users comment came directly from a customer. They had different users with client accounts in Suralink and the customers project manager wanted to filter requirements based on which employee he was talking to. I realize that this would be helpful to me as well. Review Source Christopher H. Partner Accounting Used the software for: 2+ years ### "A massive time saver for CPAs and their clients" February 7, 2020 5.0 It has provided a higher level of professionalism to our information request process while greatly reducing the administrative burden of tracking information requests. 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. Reason for choosing Suralink Strong recommendations from Allinial Global member firms. Review Source MR Matthew R. Manager Accounting Used the software for: 2+ years ### "Great product" February 7, 2020 5.0 Suralink has been a great product for our firm and we will continue to use it for the foreseeable future. Pros We and our clients are always on the same page with the status of open items. Cons The only place this product falls short is a way of communicating new or returned requests to a client on an hour by hour or minute by minute basis. When using the product in conjunction with rapid requesting and answering our client's get lost in seeing what new items are added. The "timeline" tools doesn't work well when dozens of updates are happening every hour. Would be great if there was a way for a client to see what is new since their last login, perhaps filtering by new or returned requests, new files provided, accepted requests, etc. Reason for choosing Suralink More robust and easier to use. Review Source JB Jared B. Audit Senior Accounting Used the software for: 2+ years ### "Suralink is great for auditors and clients" February 7, 2020 5.0 It's a great tool to set preliminary expectations with the client, and get them providing documentation early for an engagement. You can respond to support with questions and get back client responses. Pros Suralink is a great way to share an active list of requests. Clients always have access to what items are outstanding to perform the audit, and it's also a centralized storage space for the entire audit team to access. It's simple to create and respond to requests. Cons Only one engagement list can be open at a time, meaning you have to close out of one if you want to review another. Additionally, it's difficult to order your requests - when you create a new one, it automatically receives an assignment number, and it may not be numbered consistently with other, similar requests. Review Source JG Jordan G. Audit Senior Accounting Used the software for: 2+ years ### "Suralink Review " February 7, 2020 5.0 Very Good. I accidentally deleted a whole binder once and had to call support. They understood the issue was time sensitive and were able to restore it quicker than usual. Pros The fact that it is user friendly. The drag and drop function is great. It is very easy to communicate with the client. I like the layout of the requests, and the ability to expand/collapse as necessary Cons I wish you didnt have to extract documents after you download more than one. However I do like that you can drag documents into your folder to save them and avoid extracting, its just time consuming either way if there are many requests Review Source RG Ryan G. Senior Associate Accounting Used the software for: 2+ years ### "Suralink for Audit" February 17, 2020 4.0 Pros The software does a great job of keeping engagements organized. In addition, clients like to see the status of requests and their current progress. It makes auditing much easier due to the cloud, so work can be done from anywhere with an internet connection. Cons One only con I can think of is that every time you log into the software, it will take you to a random client's page, and not the most recently visited. It can be annoying to have to click back into the current engagement. Another is that the software does not allow you to have multiple engagements open at once. Often, I have multiple active engagements, and Suralink will require you to close the currently open engagement if you would like to open another. Review Source KL Kaizhen L. Audit Associate Accounting Used the software for: 6-12 months ### "better interation function needed" February 27, 2020 5.0 I really like Suralink actually, most of the client find difficulty in using traditional PBC list, it greatly improve the communication between auditor and client by adding those quick interaction function. Pros It's easy to find the document and download it. there are different section. and the status is marked with different color which is really helpful. Cons Sometimes we have follow up questions that need pic to explain, we have to save them in excel and create a new category called "xxxx follow up" which waste a lot time and energy. If there is some function support task sepcicfic follow up, for example, tracking for a sample in specific test, it will greatly imporve the communication effiency of auditor and client. Let's say, there are 50 sample in that test, each of them need 5 supporting. Usually, the testing is created under one section and is marked as one request. However, if there is a function, that it open another page when we click on the testing request, and show the status of each sample, it will be great! Review Source MH Marquet H. Audit Manager Accounting Used the software for: 2+ years ### "Suralink Review" February 17, 2020 5.0 Suralink has been an extremely effective tool for my team and me and has created a significant amount of efficiencies. I have had the best experience with the customer support feature as well, it easy to use and my issues are resolved within minutes most of the time. Pros How easy it is to use (for both my clients and my team), how organized it keeps document transfers between the client and my engagement team, the customer support feature, the ability to clone previous engagements' document request lists Cons I don't like not being able to move requests around within a section, once you add a request to a category it automatically goes to the bottom of that section and I can't drag it to another location within the section Review Source RG Rhibhu G. Risk Assurance and Advisory Associate Accounting Used the software for: 6-12 months ### "Suralink Review" February 25, 2020 4.0 The Risk Assurance and Advisory Services department of Armanino utilize Suralink for gathering of overall support to aid the documentation process for Audits. Suralink does a decent job with support storage and display of the support. Overall, it's a good application. Pros The design is simple and the software loads very easily with no lag at all. The square boxes for request lists are a very helpful indicator of whether the support has been provided or is outstanding/returned. The contact list for clients are stored with the emails right below the names of the clients for ease of communication. Cons There isn't anything bad with the application but many improvements can be made. It can be integrated with documentation to include test procedures along with the control description. It can also have a testing tab for controls that require sample testing and a results/summary tab. This would help with the documentation speed by alot, improve the overall auditing process and relationship with the client as well. Review Source BB Bruce B. Director of Software Assessments Information Technology and Services Used the software for: 2+ years ### "Suralink is Almost Perfect" February 21, 2020 5.0 I really helps customers understand what is required of them durring an assessment. Pros Task assignments, project organization, file transfer, evidence repository Cons Not an option for N/A (Not Applicable) for a Request State. You can select "fulfilled", "Returned", and "Accepted" but it would be very helpful to be able to see the N/A items. We created a template for our customers but not all items are applicable to all customers. I can only select "remember this computer for 30 days" on one system at a time for multi-factor authentication. I use my laptop on site and my desktop at home and I would like to be able to have both systems remembered. Review Source cV cade V. Audit Manager Accounting Used the software for: 2+ years ### "Amazing platform!" February 7, 2020 5.0 I've rarely had problems but when they occasionally arise the live support is incredibly prompt and adept and solving the issue at hand. Pros What's not to love? It's intuitive and easy to use and provides a central location where files can be shared securely. I love that all parties can see when requests are generated, files are uploaded or downloaded, and messages left. I've been using Suralink for five years and there is nothing I would like it to have that it doesn't have. Request a demo and you'll see the value I'm talking about in 30 seconds. Cons Nothing. It's the best product on the market. If your Firm isn't using it you need to get it. Review Source Similar Products Featured ## Related categories [Document Management](https://www.capterra.com/document-management-software/)[Audit](https://www.capterra.com/audit-software/)[Accounting](https://www.capterra.com/accounting-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.