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Suralink

Suralink

Last Updated Sep 13, 2025

Overview

Suralink is a client collaboration platform for audit and tax that unifies PBC request lists, secure file sharing, and Excel add-in workpapers to streamline document collection. Some users note limited or confusing notifications; however, firms praise clear request tracking, reduced email chains, and fast, helpful live chat support.

Overall Rating

Based on 1 users reviews

4

Rating Distribution

Positive

100%

Neutral

0%

Negative

0%

Starting Price
Custom

What Is Suralink?

Suralink is a cloud platform that helps accounting and assurance teams manage client document requests and related workpapers in one place. Key capabilities include centralized PBC request lists to reduce email chaos, secure file sharing for large or sensitive documents, and an Excel-embedded workpaper suite that automates matching and linking for faster reviews.

Suralink Pricing

The vendor offers different Suralink price plans tailored to firm requirements:

  • Secure File Sharing Plan: $17/user/month
  • Standard: $29/user/month
  • Premium: $39/user/month
Request a personalized Suralink pricing quote for your business today.

Disclaimer: The pricing has been sourced from third-party websites and is subject to change.

Suralink Integrations

The Suralink software supports integration with multiple systems and platforms, such as:

  • Microsoft Outlook
  • Trullion
  • Materia
  • DataSnipper
Book the Suralink demo to learn more about its integration arrangements.

Who Is Suralink For?

It is ideal for a wide range of industries and sectors, including:

  • Accounting
  • Financial services
  • Banking
  • Legal services
  • Security consulting

Is Suralink Right For You?

Suralink is well suited for audit, tax, and advisory firms that need to simplify client document requests and streamline engagements. Its standout feature is the dynamic PBC request list, which reduces email dependency and improves visibility across projects. The Excel-based Workpaper Suite and secure file sharing also make it highly practical for teams managing sensitive information.

Still doubtful if Suralink is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.

Pros And Cons of Suralink

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

Frequently Asked Questions

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.