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Suralink

Suralink

“Streamline Your Audit Workflows—Secure, Simple, Scalable.”

Suralink Overview

Suralink is a secure audit and client collaboration tool that helps accounting and advisory firms manage document requests, share files, and track engagement progress in real-time. It simplifies audits, ensures data security, and boosts team productivity with built-in workflows, e-signatures, and integrations.

Suralink Features

Request List Management Workpaper Suite Secure File Sharing E-signatures Workflow Management Security & Compliance Integrations
  • Request List Management: Create, assign, track client-sourced files, templates, engagement cloning, rollforward
  • Workpaper Suite: Excel add-in for workpaper syncing, data matching, OCR, and comments 
  • Secure File Sharing: Unlimited size transfers, Outlook add-in, bulk actions, custom links 
  • E-signatures: KBA, automated reminders, guest signing, audit trail 
  • Workflow Management: Real-time dashboards, status updates, comments, reminders
  • Security & Compliance: Access controls/permissions, SSO, MFA, encryption, audit logs
  • Integrations: Microsoft Outlook, DataSnipper, CCH ProSystem fx, Trullion, Validis, etc.

Pros & Cons

Pros:

Excellent efficiency for audits and advisory engagements

Strong collaboration features with real-time status, drag-and-drop uploads, and commenting 

Secure and compliant: enterprise-grade encryption, SSO, MFA, audit trails 

Unlimited storage, engagements, and client users included 

Cons:

Minor UI issues: non-tech-savvy clients may find it slightly confusing 

Some advanced features (e.g., drag/reorder requests, integrations) are still developing

Occasional bugs or slow loading are reported, though rare, and quickly resolved

Company

Suralink

Contact

+1 801‑203‑0002

Headquarter

10 West Broadway, Suite 200,  Salt Lake City, Utah 84101, USA

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Suralink Demo & Screenshots

Suralink Pricing

Standard Plan

$27/Monthly

Features

  • Unlimited engagements, storage & client users
  • Core features: Request List Management
  • Real-time dashboards, in-app chat/comments
  • Webinar-based training, unlimited client access

Professional

$50/Monthly

Features

  • Advanced file previewer, pinned tags, AI search ("Ask anything")
  • E‑signature enhancements: KBA, guest signing, certificate of completion
  • API access (50+ endpoints, 3k calls/5 min), integrations (Trullion, DataSnipper, Materia)
  • Custom implementation, up to 3 live training sessions, dedicated Customer Success Manager
Suralink Pricing Screenshot

*Price last updated on Jun 30, 2025. Visit suralink.com's pricing page for the latest pricing.

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