Suralink

About Suralink

Suralink is the leader in request list and document management, helping businesses simplify the document exchange process while improving the client experience. With Suralink, you can securely exchange documents with clients and others in your company easily and efficiently. We ensure you're always on track so you can spend your time on the interactions that matter.

Pricing

Free Trial Not Available
Starts at $27.00. Offers Custom plan.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)
Freelancers

API Support

Available

Modes of Support

Online

Suralink Features

Show Feature Explanation

Approval Process Control

Allows to approve or reject the content before publishing

Dashboard

A digital insight of reports and other workings on a single screen

Alert Notifications

Alerts the user when predefined criteria is met

Client Management (Customer)

Facilitates strong necessary data about clients/customers and allows access to it when required

Client Portal

Facility for clients to view and track progress through the portal and access selective projects, files, documents, information, and etc.

Document Management

Ability to store and manage your electronic documents

Project Accounting

Creation of financial reports specifically designed to track the financial progress of projects

Due Date Tracking

To manage and keep track of the delivery date

Forms Management

From creating attractive looking submission forms to processing the complete ones

Workflow Management

Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization

Collaboration Tools

These tools are meant to make the application highly collaborative and encourage teamwork

Suralink Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

Standard $27.00 $27.00 per user / month

Features

Unlimited storage
Unlimited engagements
Unlimited client users
Firm training
No setup fees
Custom branding

Enterprise Custom

Features

Unlimited storage
Unlimited engagements
Unlimited client users
Firm training
No setup fees
Custom branding
API
SSO
Advanced automation
IP restriction
Domain restriction
Export client page

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 26/05/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Suralink Pricing

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Suralink Reviews

User Rating

4.7/5 (Based on 96 Ratings)

Rating Distribution

Excellent
75%
Very Good
18.8%
Average
5.2%
Poor
0%
Terrible
1%

User Sentiments

Secure File Sharing, User Friendly Interface, Organized Document Management, Improved Client Communication

Occasional System Glitches, Limited Commenting Features, Confusing Client Dashboard, Occasional Login Issues

Do You Use Suralink?

Write a Review

Review Summary

User reviews of Suralink highlight its effectiveness as a secure file-sharing platform for accounting firms and their clients. Users praise its user-friendliness, ease of organization, and ability to track document requests and progress efficiently. However, some users report occasional glitches, slow loading times, and downtime issues. The platform's ability to integrate with existing workflows and its customer support are also appreciated, but the lack of a comprehensive client list in the latest update is a point of contention for some users.

Pros

Suralink provides secure and efficient file sharing for clients.
It simplifies document management and communication with clients.
Its intuitive interface and helpful features make it easy to use.

Cons

Suralink has occasional glitches, errors, and server issues that can cause frustration.
The interface can be slow at times and users have reported login problems.
There is no easy way to handle multiple requests from the same client.

Suralink Reviews

AI-Generated from the text of User Reviews

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Suralink FAQs

What is Suralink used for?

Suralink offers the following functionalities:

Approval Process Control
Dashboard
Alert Notifications
Client Management (Customer)
Client Portal
Document Management
Project Accounting
Due Date Tracking
Forms Management
Workflow Management
Collaboration Tools

Learn more about Suralink features.

Does Suralink provide API?

Yes, Suralink provides API.

Suralink Contact

Vendor Details

Salt Lake City, Utah

Contact Details

+1 801-203-0002

https://www.suralink.com

Social Media Handles

Linkedin 1K

Twitter 768

Facebook 628

Youtube 48

Disclaimer

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Suralink

About Suralink

Suralink Features

Suralink Alternatives

Suralink Reviews

User Rating

Rating Distribution

User Sentiments

Do You Use Suralink?

Review Summary

Pros

Cons

Suralink FAQs

Suralink Contact

Disclaimer

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