Suralink
Client request and document management for auditors
⭐ 4.5/5 (700 reviews)
About Suralink
Suralink streamlines the audit request and document management process between auditors and their clients. It replaces email and shared drives with a centralized portal for requesting, collecting, and reviewing audit evidence.
Key Features
- Request list management (PBC)
- Client portal
- Document collection
- Status tracking
- Review workflows
- Auto-reminders
- File organization
- Comment threads
- Audit trail
- Firm branding
✅ Pros
- Streamlines PBC process
- Excellent client experience
- Reduces email back-and-forth
- Easy to adopt
❌ Cons
- Focused on document collection only
- Not a full audit platform
- Pricing not transparent
- Limited analytics
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